Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIDX | 1.02% | 5.12% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/21/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIDX | 10/21/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 5.12 | NA | NA | NA | NA | NA | … | … | 1.02 | 7.26 | -0.44 |
| Sharpe Ratio | NA | 0.77 | NA | NA | NA | NA | NA | … | … | 0.00 | 1.34 | -1.47 |
| Standard Deviation(%) | NA | 2.94 | NA | NA | NA | NA | NA | … | … | 3.24 | 3.28 | 3.70 |
| Draw Down(%) | NA | 2.15 | NA | NA | NA | NA | NA | … | … | 2.15 | 2.00 | 2.01 |
| Yield(%) | 0.00 | 5.37 | 2.95 | 1.77 | 0.88 | 0.59 | 0.44 | … | … | 2.21 | 5.39 | 1.33 |
Data as of 06/08/2026, Common starting date is 10/21/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIDX (LSIDX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| LSIDX (LSIDX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart