Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSAP (Osaic Financial Services, Inc.) | 14.50% | 26.94% | 28.41% | 14.92% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSAP (Osaic Financial Services, Inc.) | 03/11/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 26.94 | 28.41 | 14.92 | NA | NA | NA | … | … | 14.50 | 26.41 | 23.85 | 36.72 | -0.77 | 9.12 | 24.74 |
| Sharpe Ratio | NA | 0.54 | 0.59 | 0.26 | NA | NA | NA | … | … | 0.91 | 0.42 | 0.61 | 0.97 | -0.05 | 0.19 | 0.33 |
| Standard Deviation(%) | NA | 35.65 | 42.21 | 43.53 | NA | NA | NA | … | … | 32.96 | 56.10 | 32.89 | 34.41 | 44.71 | 46.75 | 94.37 |
| Draw Down(%) | NA | 10.20 | 21.90 | 42.17 | NA | NA | NA | … | … | 10.20 | 21.90 | 10.48 | 11.87 | 30.53 | 44.69 | 59.50 |
| Yield(%) | 0.00 | 11.45 | 14.84 | 10.55 | 9.11 | 6.07 | 4.55 | … | … | 4.59 | 12.49 | 13.58 | 16.16 | 13.79 | 12.88 | 12.15 |
Data as of 06/09/2026, Common starting date is 03/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSAP (Osaic Financial Services, Inc.) |
5.51%
Apr 2021 – Apr 2024 |
13.60%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSAP (Osaic Financial Services, Inc.) |
31.44%
Jul 2020 – Jul 2023 |
30.28%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart