Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUMN (Lumen Technologies, Inc.) | 6.31% | 90.76% | 65.26% | -9.47% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUMN (Lumen Technologies, Inc.) | 03/20/2020 | 06/10/2026 |
| 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 (%) | -17.23 | 90.76 | 65.26 | -9.47 | NA | NA | NA | … | … | 6.31 | 44.82 | 200.00 | -64.94 | -55.61 | 38.82 | 14.99 |
| Sharpe Ratio | NA | 1.54 | 0.68 | -0.13 | NA | NA | NA | … | … | 0.41 | 0.57 | 1.76 | -0.78 | -1.19 | 0.76 | 0.42 |
| Standard Deviation(%) | NA | 79.69 | 94.44 | 79.79 | NA | NA | NA | … | … | 85.06 | 74.89 | 111.52 | 88.66 | 48.16 | 50.71 | 46.11 |
| Draw Down(%) | NA | 47.34 | 69.66 | 92.88 | NA | NA | NA | … | … | 32.94 | 48.14 | 47.62 | 83.77 | 60.55 | 25.79 | 22.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.66 | 2.75 | 1.83 | 1.37 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 5.91 | 10.29 | 8.24 |
Data as of 06/10/2026, Common starting date is 03/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUMN (Lumen Technologies, Inc.) |
-55.22%
Jun 2021 – Jun 2024 |
-16.26%
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 |
|---|---|---|---|---|
| LUMN (Lumen Technologies, Inc.) |
77.06%
May 2023 – May 2026 |
7.04%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart