Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) | 11.11% | 23.46% | 12.62% | 3.70% | NA | NA | NA | … | … |
Data as of 02/09/2026, Common starting date is 08/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) | 08/24/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 23.46 | 12.62 | 3.70 | NA | NA | NA | … | … | 11.11 | 12.50 | 6.67 | 7.14 | 0.69 | 82.95 | -51.11 | -4.00 | -7.20 |
| Sharpe Ratio | NA | 1.71 | 0.58 | 0.04 | NA | NA | NA | … | … | 8.66 | 0.94 | 0.01 | 0.07 | -0.02 | 0.59 | -0.73 | -0.28 | -1.24 |
| Standard Deviation(%) | NA | 12.08 | 15.97 | 29.60 | NA | NA | NA | … | … | 19.04 | 10.46 | 7.07 | 39.15 | 39.72 | 67.94 | 133.91 | 19.12 | 16.80 |
| Draw Down(%) | NA | 4.22 | 16.67 | 45.72 | NA | NA | NA | … | … | 0.68 | 4.22 | 4.02 | 22.22 | 29.75 | 43.47 | 56.72 | 28.18 | 12.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.18 | 0.79 | 0.59 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.22 | 7.76 | 2.71 |
Data as of 02/09/2026, Common starting date is 08/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) |
-14.34%
Jul 2019 – Jul 2022 |
-3.35%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) |
25.44%
Dec 2020 – Dec 2023 |
18.82%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart