Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSH (Ladenburg Thalmann Financial Se) | 13.64% | 23.46% | 12.62% | 3.06% | NA | NA | NA | … | … |
Data as of 02/09/2026, Common starting date is 06/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSH (Ladenburg Thalmann Financial Se) | 06/05/2019 | 02/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.46 | 12.62 | 3.06 | NA | NA | NA | … | … | 13.64 | 12.50 | 5.87 | 7.14 | 1.04 | 35.84 | -38.51 | -11.47 |
| Sharpe Ratio | NA | 1.01 | 0.28 | 0.02 | NA | NA | NA | … | … | 10.11 | 0.51 | -0.07 | 0.05 | -0.01 | 0.27 | -1.18 | -0.81 |
| Standard Deviation(%) | NA | 20.52 | 32.94 | 41.62 | NA | NA | NA | … | … | 21.12 | 19.25 | 10.56 | 55.35 | 31.38 | 69.82 | 76.53 | 25.09 |
| Draw Down(%) | NA | 6.45 | 25.68 | 50.00 | NA | NA | NA | … | … | 0.24 | 6.45 | 4.65 | 25.68 | 30.00 | 50.00 | 45.78 | 30.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.64 | 0.43 | 0.32 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.24 | 4.52 |
Data as of 02/09/2026, Common starting date is 06/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSH (Ladenburg Thalmann Financial Se) |
-12.34%
May 2020 – May 2023 |
-3.69%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSH (Ladenburg Thalmann Financial Se) |
15.86%
Oct 2022 – Oct 2025 |
11.53%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart