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
LCM (Advent/Claymore Enhanced Growth & Income Fund) NA 338.98% 597.64% 224.79% 82.19% 50.54% NA
Data as of 04/23/2021, Common starting date is 02/28/2005
More Performance Analytics Comparison
Name Start Date End Date
LCM (Advent/Claymore Enhanced Growth & Income Fund) 02/28/2005 04/23/2021
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
Annualized Return (%) -24.71 338.98 597.64 224.79 82.19 50.54 NA 172.63 46.15 -8.45 8,423.41 2.81 11.52 4.16 -4.46 21.05 10.63 -16.01 15.71 54.43 -42.45 -9.85 29.91 -12.84
Sharpe Ratio NA 5.20 1.78 0.95 0.53 NA NA 31.50 0.51 -0.29 17.34 0.25 0.91 0.35 -0.39 1.79 0.96 -0.72 0.75 1.89 -0.97 -0.78 2.51 -1.28
Standard Deviation(%) NA 65.13 336.14 234.56 155.41 NA NA 81.41 55.11 62.72 494.35 8.70 12.32 11.77 11.40 11.71 11.11 22.25 20.80 28.78 44.74 16.63 10.64 13.48
Draw Down(%) NA 29.11 30.95 30.95 30.95 NA NA 29.11 26.51 22.62 18.07 7.32 11.54 13.86 13.94 8.82 8.44 25.95 14.64 24.88 54.98 21.90 7.13 14.01
Yield(%) 0.00 0.00 1.54 3.08 4.85 4.79 3.55 0.00 0.00 NA 4.84 3.07 10.21 11.77 8.27 9.07 9.23 8.90 9.48 12.51 9.70 8.29 9.60 6.00
Data as of 04/23/2021, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCM (Advent/Claymore Enhanced Growth & Income Fund) -15.77%
Feb 2006 – Feb 2009
-4.88%
Dec 2006 – Dec 2011
1.39%
Nov 2006 – Nov 2016
38.06%
Nov 2005 – Nov 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCM (Advent/Claymore Enhanced Growth & Income Fund) 508.81%
Mar 2018 – Mar 2021
204.27%
Mar 2016 – Mar 2021
79.11%
Mar 2011 – Mar 2021
47.43%
Mar 2006 – Mar 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return