Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUFIX (Martin Currie Int’l Unconstrained Equity) | NA | -36.47% | -0.48% | 1.30% | NA | NA | NA | … | … |
Data as of 10/17/2022, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUFIX (Martin Currie Int’l Unconstrained Equity) | 12/01/2015 | 10/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | -36.47 | -0.48 | 1.30 | NA | NA | NA | … | … | -38.69 | 8.28 | 26.38 | 32.13 | -11.70 | 28.21 | -2.01 | -3.09 |
| Sharpe Ratio | NA | -1.32 | -0.03 | 0.02 | NA | NA | NA | … | … | -1.54 | 0.47 | 0.85 | 2.41 | -0.94 | 3.62 | -0.14 | -2.49 |
| Standard Deviation(%) | NA | 28.25 | 25.59 | 21.48 | NA | NA | NA | … | … | 30.60 | 17.53 | 30.55 | 12.72 | 13.83 | 7.66 | 15.86 | 12.63 |
| Draw Down(%) | NA | 42.20 | 42.86 | 42.86 | NA | NA | NA | … | … | 40.93 | 13.13 | 28.27 | 9.93 | 18.63 | 3.28 | 10.26 | 3.78 |
| Yield(%) | 0.00 | 5.57 | 3.00 | 2.77 | 1.81 | 1.21 | 0.91 | … | … | 0.00 | 6.14 | 0.18 | 0.24 | 2.09 | 3.09 | 2.03 | 0.00 |
Data as of 10/17/2022, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUFIX (Martin Currie Int'l Unconstrained Equity) |
-0.58%
Sep 2019 – Sep 2022 |
1.23%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUFIX (Martin Currie Int'l Unconstrained Equity) |
24.65%
Dec 2018 – Dec 2021 |
17.00%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart