Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCSMX (Martin Currie SMA-Shares Series EM Fund) | 63.33% | 123.67% | 30.97% | 11.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCSMX (Martin Currie SMA-Shares Series EM Fund) | 01/11/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 123.67 | 30.97 | 11.56 | NA | NA | NA | … | … | 63.33 | 51.53 | -13.60 | 16.27 | -27.25 | 4.80 | 35.71 | 21.66 | -22.98 |
| Sharpe Ratio | NA | 4.78 | 1.37 | 0.47 | NA | NA | NA | … | … | 6.21 | 2.69 | -1.12 | 0.87 | -1.39 | 0.29 | 1.02 | 1.35 | -1.22 |
| Standard Deviation(%) | NA | 25.10 | 19.91 | 19.19 | NA | NA | NA | … | … | 34.67 | 18.20 | 15.42 | 14.63 | 20.71 | 16.60 | 34.69 | 14.96 | 20.61 |
| Draw Down(%) | NA | 15.39 | 23.31 | 39.69 | NA | NA | NA | … | … | 15.39 | 12.78 | 17.55 | 15.59 | 36.90 | 9.92 | 35.98 | 14.02 | 28.33 |
| Yield(%) | 0.00 | 1.36 | 1.25 | 1.27 | 1.12 | 0.75 | 0.56 | … | … | 0.00 | 1.49 | 1.12 | 1.41 | 0.80 | 3.11 | 0.64 | 1.06 | 1.22 |
Data as of 06/04/2026, Common starting date is 01/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCSMX (Martin Currie SMA-Shares Series EM Fund) |
-9.93%
Dec 2021 – Dec 2024 |
0.29%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCSMX (Martin Currie SMA-Shares Series EM Fund) |
31.08%
May 2023 – May 2026 |
11.58%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart