Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDI (loanDepot, Inc.) | -39.61% | -1.57% | -12.87% | -37.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDI (loanDepot, Inc.) | 02/16/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.58 | -1.57 | -12.87 | -37.46 | NA | NA | NA | … | … | -39.61 | 3.92 | -45.17 | 113.33 | -64.95 | -80.63 |
| Sharpe Ratio | NA | -0.04 | -0.19 | -0.55 | NA | NA | NA | … | … | -0.92 | 0.01 | -0.71 | 1.55 | -0.86 | -1.21 |
| Standard Deviation(%) | NA | 89.98 | 77.10 | 75.85 | NA | NA | NA | … | … | 75.12 | 87.89 | 73.73 | 71.29 | 77.49 | 69.97 |
| Draw Down(%) | NA | 75.00 | 75.00 | 93.64 | NA | NA | NA | … | … | 64.38 | 53.51 | 56.53 | 57.86 | 75.00 | 82.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.46 | 0.35 | 0.23 | 0.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.57 | 3.22 |
Data as of 06/04/2026, Common starting date is 02/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDI (loanDepot, Inc.) |
-51.98%
Apr 2021 – Apr 2024 |
-40.04%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDI (loanDepot, Inc.) |
32.49%
Sep 2022 – Sep 2025 |
-39.29%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart