Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDPIX (LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND CLASS I) | NA | -24.29% | 5.84% | 0.35% | NA | NA | NA | … | … |
Data as of 04/06/2023, Common starting date is 09/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDPIX (LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND CLASS I) | 09/23/2015 | 04/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.24 | -24.29 | 5.84 | 0.35 | NA | NA | NA | … | … | -6.26 | -32.67 | -7.38 | 22.37 | 34.05 | -12.45 | 28.50 | 6.02 | 4.67 |
| Sharpe Ratio | NA | -0.59 | 0.13 | -0.02 | NA | NA | NA | … | … | -0.40 | -0.93 | -0.38 | 0.36 | 1.67 | -0.49 | 3.03 | 0.27 | 0.74 |
| Standard Deviation(%) | NA | 45.73 | 37.90 | 39.92 | NA | NA | NA | … | … | 69.22 | 37.45 | 29.69 | 60.59 | 19.55 | 27.94 | 9.24 | 21.85 | 24.46 |
| Draw Down(%) | NA | 41.43 | 53.28 | 53.28 | NA | NA | NA | … | … | 29.90 | 43.14 | 19.74 | 53.26 | 11.12 | 28.41 | 3.20 | 19.15 | 7.52 |
| Yield(%) | 0.00 | 0.00 | 21.00 | 11.49 | 8.08 | 5.39 | 4.04 | … | … | 0.00 | 0.00 | 32.99 | 4.76 | 0.00 | 6.76 | 5.55 | 1.55 | 4.46 |
Data as of 04/06/2023, Common starting date is 09/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDPIX (LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND CLASS I) |
-7.43%
Sep 2019 – Sep 2022 |
-4.92%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDPIX (LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND LELAND THOMSON REUTERS PRIVATE EQUITY INDEX FUND CLASS I) |
19.33%
Dec 2018 – Dec 2021 |
17.62%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart