Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LBTTX NA -20.16% -3.45% NA NA NA NA
Data as of 10/15/2020, Common starting date is 06/14/2017
More Performance Analytics Comparison
Name Start Date End Date
LBTTX 06/14/2017 10/15/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017
Annualized Return (%) -10.44 -20.16 -3.45 NA NA NA NA -15.83 10.04 -0.35 5.51
Sharpe Ratio NA -1.18 -0.09 NA NA NA NA -1.94 0.84 -0.14 2.09
Standard Deviation(%) NA 9.53 10.18 NA NA NA NA 10.22 10.29 12.33 4.57
Draw Down(%) NA 17.75 17.75 NA NA NA NA 17.75 7.15 12.01 1.20
Yield(%) 0.00 3.83 3.81 2.31 1.15 0.77 0.58 0.00 4.13 5.51 1.72
Data as of 10/15/2020, Common starting date is 06/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LBTTX (LBTTX) 0.16%
Sep 2017 – Sep 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LBTTX (LBTTX) 1.18%
Jul 2017 – Jul 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return