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
LEBOX (LEIGH BALDWIN TOTAL RETURN FUND LEIGH BALDWIN TOTAL RETURN FUND) NA 783,699.66% 1,965.77% 545.86% 153.32% 85.03% NA
Data as of 04/17/2025, Common starting date is 10/31/2008
More Performance Analytics Comparison
Name Start Date End Date
LEBOX (LEIGH BALDWIN TOTAL RETURN FUND LEIGH BALDWIN TOTAL RETURN FUND) 10/31/2008 04/17/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 783,699.66 1,965.77 545.86 153.32 85.03 NA -0.09 14.48 16.22 -11.71 22.61 10.96 0.73 0.50 -1.27 0.23 -2.71 -0.19 -1.45 -3.61 -1.43 0.95 -0.22 -2.40
Sharpe Ratio NA 0.35 0.23 0.61 0.26 NA NA -18.76 1.07 1.39 -0.74 2.19 1.01 -0.21 -0.06 -0.60 0.00 -0.40 -0.03 -0.29 -0.53 -0.15 0.12 -0.03 -0.69
Standard Deviation(%) NA 6.80 11.26 10.97 9.61 NA NA 0.17 7.49 8.70 17.87 10.31 10.62 3.19 13.22 3.18 6.22 6.86 6.02 5.12 6.97 9.86 7.27 10.01 20.04
Draw Down(%) NA 4.70 13.90 17.71 17.71 NA NA 0.09 4.70 6.50 17.71 4.16 5.04 1.31 8.49 2.41 2.69 6.44 5.09 4.23 8.08 8.78 7.40 8.74 8.83
Yield(%) 0.00 111.42 41.77 31.90 15.19 9.08 6.79 99.99 2.80 0.00 0.00 0.00 0.82 1.31 1.21 0.44 0.23 1.13 3.03 1.23 0.94 2.37 6.22 0.00 0.00
Data as of 04/17/2025, Common starting date is 10/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LEBOX (LEIGH BALDWIN TOTAL RETURN FUND LEIGH BALDWIN TOTAL RETURN FUND) -2.63%
Apr 2011 – Apr 2014
-2.32%
May 2011 – May 2016
-1.10%
Sep 2009 – Sep 2019
1.57%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LEBOX (LEIGH BALDWIN TOTAL RETURN FUND LEIGH BALDWIN TOTAL RETURN FUND) 1,971.32%
Feb 2022 – Feb 2025
547.73%
Jan 2020 – Jan 2025
153.99%
Jan 2015 – Jan 2025
85.48%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return