Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| L (Loews Corporation) | -0.10% | 19.41% | 21.94% | 12.98% | 10.57% | 7.03% | 6.33% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| L (Loews Corporation) | 03/17/1980 | 06/04/2026 |
| 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 | 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 (%) | 0.19 | 19.41 | 21.94 | 12.98 | 10.57 | 7.03 | 6.33 | … | … | -0.10 | 24.68 | 22.09 | 19.76 | 1.39 | 28.87 | -13.69 | 15.90 | -8.55 | 7.40 | 22.71 | -8.02 | -12.39 | 19.21 | 8.92 | -2.61 | 7.80 | 29.84 | -43.51 | 22.05 | 32.05 | 35.92 | 43.59 | 12.77 | -18.77 | 8.90 | 73.37 | -38.23 | -7.42 | 12.60 | 20.26 | 80.43 | -6.59 | -22.58 | 9.70 | 11.59 | -21.03 | 57.53 | 18.39 | 14.38 | 6.88 | 55.71 | 40.75 | 29.97 | 61.24 | 7.39 | 36.98 |
| Sharpe Ratio | NA | 0.90 | 1.09 | 0.51 | 0.31 | NA | NA | … | … | -0.35 | 1.12 | 1.11 | 0.90 | 0.00 | 0.75 | -0.23 | 0.81 | -0.50 | 0.60 | 1.27 | -0.46 | -0.86 | 1.39 | 0.56 | -0.10 | 0.36 | 0.63 | -0.63 | 0.82 | 1.92 | 1.88 | 2.58 | 0.50 | -0.67 | 0.20 | 1.94 | -1.66 | -0.50 | 0.34 | 0.74 | 4.59 | -0.72 | -1.05 | 0.45 | 0.42 | -1.17 | 2.34 | 0.66 | 0.27 | 0.09 | 1.73 | 1.45 | 1.20 | 1.90 | -0.13 | 1.23 |
| Standard Deviation(%) | NA | 15.95 | 17.50 | 19.64 | 27.70 | NA | NA | … | … | 18.05 | 19.56 | 16.62 | 18.14 | 23.41 | 38.60 | 59.20 | 17.78 | 20.06 | 11.26 | 17.77 | 17.35 | 14.42 | 13.79 | 15.94 | 25.63 | 21.47 | 47.06 | 70.07 | 23.22 | 14.96 | 17.89 | 16.51 | 24.16 | 29.89 | 33.14 | 35.58 | 25.09 | 21.73 | 25.78 | 22.36 | 16.66 | 13.47 | 23.43 | 16.02 | 18.15 | 22.66 | 22.02 | 20.35 | 38.01 | 26.91 | 28.98 | 23.08 | 19.63 | 28.01 | 24.21 | 32.82 |
| Draw Down(%) | NA | 7.99 | 12.16 | 26.12 | 48.52 | NA | NA | … | … | 7.99 | 12.16 | 6.67 | 14.51 | 26.12 | 20.77 | 48.33 | 15.88 | 20.02 | 8.15 | 10.91 | 16.60 | 18.54 | 7.35 | 7.74 | 24.07 | 19.91 | 39.59 | 60.37 | 17.71 | 9.49 | 6.35 | 14.61 | 20.24 | 38.28 | 41.53 | 33.79 | 42.89 | 25.97 | 23.15 | 16.14 | 8.71 | 16.61 | 26.74 | 12.89 | 10.99 | 40.20 | 13.68 | 18.09 | 36.88 | 19.10 | 21.26 | 20.00 | 23.14 | 18.81 | 25.47 | 18.10 |
| Yield(%) | 0.00 | 0.29 | 0.43 | 0.43 | 0.63 | 0.63 | 0.74 | … | … | 0.12 | 0.30 | 0.36 | 0.43 | 0.43 | 0.57 | 0.48 | 0.56 | 0.51 | 0.53 | 0.67 | 0.60 | 0.53 | 0.76 | 0.66 | 0.64 | 0.68 | 0.85 | 0.50 | 0.61 | 0.74 | 0.86 | 1.22 | 1.30 | 1.09 | 2.03 | 1.69 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| L (Loews Corporation) |
-24.07%
Feb 1997 – Feb 2000 |
-7.18%
Nov 1989 – Nov 1994 |
-1.43%
Feb 1990 – Feb 2000 |
0.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| L (Loews Corporation) |
62.43%
Jun 1982 – Jun 1985 |
45.83%
Feb 1982 – Feb 1987 |
28.71%
Apr 1980 – Apr 1990 |
21.26%
Feb 1982 – Feb 1997 |
Annualized Rolling Returns Comparison Chart