Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUB (Lionheart Holdings) | NA | 84.93% | 2.68% | 13.54% | 4.77% | 10.25% | 11.37% | … | … |
Data as of 05/24/2021, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUB (Lionheart Holdings) | 03/17/1980 | 05/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 84.93 | 2.68 | 13.54 | 4.77 | 10.25 | 11.37 | … | … | 21.12 | -1.89 | 18.78 | -8.48 | 23.64 | 2.15 | -9.72 | 0.47 | 10.34 | 10.61 | -7.01 | 27.03 | 37.97 | -30.16 | 81.87 | 9.63 | -19.58 | 9.72 | 25.70 | 9.16 | 102.55 | 19.44 | 16.67 | -42.75 | 41.62 | 22.25 | 59.86 | -13.41 | 13.10 | 0.00 | 18.85 | -7.58 | 3.12 | 20.75 | -17.83 | -27.93 | 43.20 | -35.23 | -9.81 | 73.98 | 115.79 | -5.59 |
| Sharpe Ratio | NA | 2.06 | 0.04 | 0.29 | 0.12 | NA | NA | … | … | 2.56 | -0.03 | 0.45 | -0.31 | 0.67 | 0.05 | -0.42 | 0.02 | 0.50 | 0.44 | -0.18 | 0.87 | 0.80 | -0.52 | 1.44 | 0.18 | -0.76 | 0.25 | 0.61 | 0.14 | 2.18 | 0.33 | 0.37 | -1.15 | 0.94 | 0.63 | 2.09 | -0.65 | 0.44 | -0.09 | 0.41 | -0.35 | -0.10 | 0.51 | -0.41 | -0.85 | 1.15 | -0.97 | -0.36 | 1.59 | 3.04 | -0.29 |
| Standard Deviation(%) | NA | 47.78 | 48.92 | 43.33 | 36.64 | NA | NA | … | … | 24.91 | 69.12 | 38.10 | 31.80 | 34.55 | 38.50 | 23.34 | 22.74 | 20.82 | 24.38 | 38.78 | 30.94 | 47.48 | 59.51 | 54.89 | 34.09 | 28.72 | 35.38 | 40.82 | 58.39 | 46.97 | 46.71 | 35.53 | 40.15 | 40.19 | 29.03 | 26.70 | 25.19 | 24.98 | 28.53 | 36.39 | 36.74 | 28.96 | 30.86 | 53.71 | 37.96 | 32.92 | 43.65 | 44.04 | 41.37 | 34.39 | 51.69 |
| Draw Down(%) | NA | 22.81 | 57.62 | 57.62 | 57.62 | NA | NA | … | … | 8.50 | 53.63 | 23.16 | 33.75 | 27.24 | 35.66 | 24.96 | 21.12 | 15.26 | 17.06 | 35.51 | 22.83 | 28.41 | 51.60 | 26.99 | 25.16 | 36.99 | 32.16 | 36.91 | 58.15 | 17.58 | 34.49 | 30.77 | 50.75 | 25.91 | 22.28 | 11.88 | 25.53 | 16.85 | 35.91 | 32.11 | 36.84 | 26.92 | 17.05 | 42.05 | 38.83 | 19.46 | 49.32 | 31.27 | 24.39 | 19.92 | 28.57 |
| Yield(%) | 0.00 | 0.66 | 0.38 | 0.66 | 0.52 | 1.26 | 2.25 | … | … | 0.22 | 0.42 | 0.51 | 0.46 | 0.55 | 0.57 | 0.51 | 0.46 | 0.50 | 0.54 | 0.58 | 0.46 | 0.63 | 0.50 | 0.81 | 0.86 | 0.75 | 0.70 | 0.74 | 1.58 | 1.65 | 1.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/24/2021, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUB (Lionheart Holdings) |
-19.56%
Jul 1983 – Jul 1986 |
-13.96%
Apr 1983 – Apr 1988 |
-4.01%
Jun 1983 – Jun 1993 |
0.48%
Mar 1984 – Mar 1999 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUB (Lionheart Holdings) |
79.32%
Jun 1980 – Jun 1983 |
39.20%
Mar 1999 – Mar 2004 |
22.05%
Mar 2001 – Mar 2011 |
19.09%
Sep 1992 – Sep 2007 |
Annualized Rolling Returns Comparison Chart