Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCMFX (Leeb Focus) | NA | 12.27% | 9.00% | -0.59% | NA | NA | NA | -1.03% |
Data as of 06/28/2013, AR inception is 05/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCMFX (Leeb Focus) | 05/08/2008 | 06/28/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 12.27 | 9.00 | -0.59 | NA | NA | NA | -1.03 | 9.73 | 8.89 | -11.44 | 16.44 | 19.87 | -35.71 |
| Sharpe Ratio | NA | 1.09 | 0.52 | -0.02 | NA | NA | NA | -0.05 | 1.94 | 0.72 | -0.50 | 0.91 | 0.91 | -1.15 |
| Standard Deviation(%) | NA | 11.26 | 17.16 | 23.70 | NA | NA | NA | 23.34 | 10.68 | 12.33 | 23.06 | 18.03 | 21.84 | 43.38 |
| Draw Down(%) | NA | 9.99 | 22.87 | 47.21 | NA | NA | NA | 49.30 | 4.08 | 9.99 | 22.87 | 14.76 | 21.81 | 47.69 |
| Yield(%) | 0.00 | 0.00 | 0.09 | 0.12 | 0.06 | 0.04 | 0.03 | 0.12 | 0.00 | 0.00 | 0.20 | 0.03 | 0.38 | 0.15 |
Data as of 06/28/2013, AR inception is 05/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCMFX (Leeb Focus) |
-3.86%
Sep 2008 - Sep 2011 |
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 |
|---|---|---|---|---|
| LCMFX (Leeb Focus) |
17.22%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart