Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEE (Lee Enterprises, Incorporated) | 116.28% | 53.94% | -9.64% | -19.07% | -6.13% | -0.15% | -14.64% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEE (Lee Enterprises, Incorporated) | 03/17/1980 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.04 | 53.94 | -9.64 | -19.07 | -6.13 | -0.15 | -14.64 | … | … | 116.28 | -74.70 | 87.80 | -57.60 | -46.27 | 174.13 | -11.27 | -32.70 | -10.21 | -18.97 | 72.62 | -54.35 | 6.05 | 204.39 | 62.86 | -71.54 | -29.11 | 746.34 | -96.92 | -51.08 | -13.73 | -18.52 | 7.20 | 32.65 | -6.04 | 24.50 | -4.12 | 1.39 | 6.55 | 27.15 | 1.09 | 33.33 | -1.43 | 14.75 | 31.18 | -6.06 | -19.18 | 13.43 | 12.50 | 0.52 | 6.70 | 73.79 | 8.42 | 25.41 | 29.49 | 25.81 | 25.68 |
| Sharpe Ratio | NA | 0.74 | -0.13 | -0.31 | -0.11 | NA | NA | … | … | 8.27 | -0.97 | 1.15 | -1.21 | -1.04 | 2.40 | -0.12 | -0.66 | -0.24 | -0.31 | 1.14 | -0.99 | 0.13 | 3.61 | 0.86 | -0.73 | -0.44 | 4.09 | -0.74 | -1.20 | -0.77 | -1.45 | 0.44 | 1.91 | -0.27 | 0.88 | -0.23 | -0.08 | 0.10 | 0.96 | -0.09 | 1.68 | -0.25 | 0.64 | 1.46 | -0.41 | -1.26 | 0.43 | 0.40 | -0.10 | 0.09 | 2.82 | 0.07 | 0.84 | 1.09 | 0.66 | 0.89 |
| Standard Deviation(%) | NA | 88.23 | 73.02 | 65.38 | 66.69 | NA | NA | … | … | 78.22 | 80.43 | 70.40 | 51.29 | 45.83 | 72.41 | 93.15 | 51.31 | 48.89 | 62.94 | 63.30 | 54.75 | 45.49 | 56.58 | 73.46 | 98.51 | 66.04 | 182.33 | 131.73 | 45.10 | 22.08 | 14.24 | 14.25 | 16.70 | 26.20 | 25.73 | 36.41 | 24.47 | 32.32 | 24.40 | 26.57 | 17.51 | 17.28 | 19.85 | 19.49 | 24.09 | 19.28 | 17.85 | 19.62 | 33.70 | 27.35 | 24.35 | 25.25 | 22.84 | 20.00 | 23.74 | 28.78 |
| Draw Down(%) | NA | 51.15 | 82.01 | 92.13 | 92.13 | NA | NA | … | … | 19.21 | 77.00 | 50.26 | 66.15 | 63.67 | 48.93 | 67.12 | 66.02 | 41.54 | 45.31 | 33.77 | 60.33 | 41.32 | 23.55 | 38.55 | 84.27 | 60.80 | 70.91 | 97.75 | 59.66 | 36.45 | 19.43 | 9.33 | 10.12 | 26.68 | 12.72 | 37.77 | 14.88 | 31.98 | 12.45 | 18.97 | 9.22 | 16.72 | 13.49 | 12.32 | 36.22 | 35.22 | 11.87 | 11.59 | 30.93 | 21.00 | 17.21 | 21.08 | 14.87 | 24.69 | 23.33 | 17.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.94 | 2.38 | 1.94 | 1.58 | 1.65 | 2.05 | 1.88 | 2.35 | 2.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEE (Lee Enterprises, Incorporated) |
-78.61%
Mar 2006 – Mar 2009 |
-62.46%
Mar 2004 – Mar 2009 |
-35.38%
Mar 1999 – Mar 2009 |
-22.71%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEE (Lee Enterprises, Incorporated) |
87.33%
Nov 2011 – Nov 2014 |
74.03%
Mar 2009 – Mar 2014 |
27.98%
Mar 2009 – Mar 2019 |
15.84%
Jun 1982 – Jun 1997 |
Annualized Rolling Returns Comparison Chart
