Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASCGX (LEBENTHAL LISANTI SMALL CAP GROWTH FUND LEBENTHAL LISANTI SMALL CAP GROWTH FUND) | -0.30% | 7.99% | 7.85% | 4.28% | 7.79% | 11.02% | 8.23% | 8.58% |
Data as of 07/25/2025, AR inception is 03/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASCGX (LEBENTHAL LISANTI SMALL CAP GROWTH FUND LEBENTHAL LISANTI SMALL CAP GROWTH FUND) | 03/19/2004 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 7.99 | 7.85 | 4.28 | 7.79 | 11.02 | 8.23 | 8.58 | -0.30 | 27.71 | 4.36 | -38.96 | -16.18 | 42.28 | 25.63 | -1.96 | 28.28 | 7.33 | -0.18 | 1.19 | 54.07 | 12.93 | -6.04 | 35.30 | 21.46 | -44.63 | 20.54 | 2.74 | 14.17 | 11.52 |
| Sharpe Ratio | NA | 0.18 | 0.19 | 0.10 | 0.24 | NA | NA | 0.29 | -0.12 | 0.92 | 0.01 | -1.22 | -0.41 | 1.07 | 1.28 | -0.14 | 1.99 | 0.35 | -0.01 | 0.06 | 3.17 | 0.64 | -0.18 | 1.29 | 0.66 | -1.16 | 0.86 | -0.03 | 0.69 | 0.70 |
| Standard Deviation(%) | NA | 27.47 | 24.06 | 26.38 | 25.39 | NA | NA | 25.20 | 29.38 | 23.03 | 19.66 | 33.29 | 39.45 | 39.22 | 18.98 | 23.43 | 13.94 | 20.44 | 19.31 | 19.33 | 17.03 | 20.33 | 33.90 | 27.23 | 32.20 | 39.23 | 20.55 | 19.18 | 17.32 | 19.87 |
| Draw Down(%) | NA | 32.25 | 32.25 | 50.73 | 50.73 | NA | NA | 59.35 | 30.21 | 12.92 | 21.92 | 40.19 | 36.14 | 36.36 | 11.55 | 30.87 | 5.89 | 22.59 | 16.05 | 20.12 | 6.56 | 13.28 | 30.31 | 17.46 | 23.51 | 52.85 | 11.20 | 21.62 | 12.43 | 21.43 |
| Yield(%) | 0.00 | 1.33 | 1.34 | 8.74 | 8.73 | 13.13 | 9.61 | 10.60 | 1.23 | 0.00 | 0.00 | 1.66 | 26.20 | 9.97 | 2.74 | 4.06 | 26.77 | 1.82 | 5.09 | 5.16 | 6.99 | 0.00 | 0.00 | 0.42 | 0.00 | 1.86 | 4.19 | 0.00 | 1.28 | 0.00 |
Data as of 07/25/2025, AR inception is 03/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCGX (LEBENTHAL LISANTI SMALL CAP GROWTH FUND LEBENTHAL LISANTI SMALL CAP GROWTH FUND) |
-20.36%
Feb 2006 - Feb 2009 |
-3.18%
Apr 2004 - Apr 2009 |
3.38%
Feb 2006 - Feb 2016 |
6.82%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASCGX (LEBENTHAL LISANTI SMALL CAP GROWTH FUND LEBENTHAL LISANTI SMALL CAP GROWTH FUND) |
28.42%
Dec 2018 - Dec 2021 |
27.41%
Feb 2016 - Feb 2021 |
18.32%
Sep 2011 - Sep 2021 |
13.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart