Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LSBIX (LADDER SELECT BOND FUND INSTITUTIONAL CLASS) NA -11.65% -2.51% NA NA NA NA
Data as of 06/24/2020, Common starting date is 10/28/2016
More Performance Analytics Comparison
Name Start Date End Date
LSBIX (LADDER SELECT BOND FUND INSTITUTIONAL CLASS) 10/28/2016 06/24/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016
Annualized Return (%) -8.45 -11.65 -2.51 NA NA NA NA -5.28 2.59 -0.41 1.65 -0.10
Sharpe Ratio NA -0.64 -0.20 NA NA NA NA -1.03 1.31 -1.30 0.94 -0.86
Standard Deviation(%) NA 7.45 4.38 NA NA NA NA 10.74 1.15 1.34 1.09 1.01
Draw Down(%) NA 14.70 14.70 NA NA NA NA 14.70 0.50 2.10 0.40 0.40
Yield(%) 0.00 2.62 2.86 1.73 0.86 0.58 0.43 0.93 2.81 3.62 1.34 0.00
Data as of 06/24/2020, Common starting date is 10/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LSBIX (LADDER SELECT BOND FUND INSTITUTIONAL CLASS) -1.01%
Mar 2017 – Mar 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LSBIX (LADDER SELECT BOND FUND INSTITUTIONAL CLASS) 2.36%
Jan 2017 – Jan 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return