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
LEI (Lucas Energy, Inc.) NA -80.99% -62.84% -54.20% NA NA NA
Data as of 01/04/2017, Common starting date is 05/02/2007
More Performance Analytics Comparison
Name Start Date End Date
LEI (Lucas Energy, Inc.) 05/02/2007 01/04/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -2.31 -80.99 -62.84 -54.20 NA NA NA 2.42 -83.01 143.33 -87.63 -34.01 -36.36 -0.86 288.33 11.11 -90.94 -33.78
Sharpe Ratio NA -0.92 -0.53 -0.58 NA NA NA 24.39 -0.93 0.56 -0.98 -1.15 -0.78 -0.18 2.73 -0.05 -0.98 -0.91
Standard Deviation(%) NA 124.76 161.16 130.40 NA NA NA 79.25 125.15 224.55 108.61 45.61 70.83 107.76 98.98 146.47 112.05 77.48
Draw Down(%) NA 86.96 97.02 98.86 NA NA NA 2.31 87.67 87.82 90.08 46.20 65.08 76.77 55.48 57.27 91.72 56.92
Yield(%) 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 01/04/2017, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LEI (Lucas Energy, Inc.) -66.75%
Sep 2012 – Sep 2015
-53.62%
Dec 2011 – Dec 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LEI (Lucas Energy, Inc.) 94.21%
Feb 2009 – Feb 2012
18.38%
Feb 2009 – Feb 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return