Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSBI (LSB Financial Corp) | NA | 55.42% | 49.11% | 33.28% | 8.73% | 10.97% | NA | … | … |
Data as of 10/31/2014, Common starting date is 02/08/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSBI (LSB Financial Corp) | 02/08/1995 | 10/31/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.11 | 55.42 | 49.11 | 33.28 | 8.73 | 10.97 | NA | … | … | 55.26 | 46.05 | 46.29 | -0.59 | 41.71 | 3.15 | -45.13 | -18.80 | -4.54 | 13.92 | 1.34 | 43.97 | 22.26 | 38.83 | -8.08 | -28.60 | 5.81 | 54.38 | 13.61 | 50.00 |
| Sharpe Ratio | NA | 1.76 | 1.54 | 0.83 | 0.19 | NA | NA | … | … | 1.65 | 1.53 | 1.36 | -0.02 | 0.87 | 0.04 | -0.87 | -0.95 | -0.40 | 0.70 | 0.01 | 1.71 | 0.77 | 1.39 | -0.30 | -0.81 | 0.09 | -0.03 | 0.30 | 1.55 |
| Standard Deviation(%) | NA | 31.49 | 31.81 | 37.74 | 40.79 | NA | NA | … | … | 41.97 | 30.06 | 34.35 | 35.15 | 47.58 | 74.69 | 53.01 | 22.95 | 19.46 | 16.72 | 41.86 | 25.34 | 27.55 | 26.68 | 40.56 | 39.06 | 28.76 | 30.15 | 33.64 | 34.60 |
| Draw Down(%) | NA | 9.59 | 15.08 | 34.68 | 66.93 | NA | NA | … | … | 9.59 | 12.37 | 15.08 | 24.89 | 25.08 | 40.79 | 48.28 | 29.62 | 14.00 | 6.50 | 20.65 | 13.43 | 10.43 | 8.95 | 26.67 | 34.31 | 18.94 | 12.79 | 16.52 | 6.00 |
| Yield(%) | 0.00 | 1.19 | 1.38 | 1.70 | 1.74 | 2.89 | 3.11 | … | … | 0.96 | 1.20 | 0.36 | 0.00 | 2.51 | 4.72 | 5.21 | 3.71 | 2.38 | 2.23 | 1.88 | 2.21 | 2.38 | 2.91 | 2.32 | 0.97 | 0.85 | 0.68 | 0.48 | 0.00 |
Data as of 10/31/2014, Common starting date is 02/08/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBI (LSB Financial Corp) |
-24.90%
Feb 2006 – Feb 2009 |
-14.50%
Aug 2005 – Aug 2010 |
-2.36%
Dec 1998 – Dec 2008 |
3.31%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSBI (LSB Financial Corp) |
48.93%
Sep 2011 – Sep 2014 |
30.06%
Jul 2009 – Jul 2014 |
15.86%
Mar 1995 – Mar 2005 |
9.90%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart