Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFBCF (Life & Banc Split Corp) | NA | 21.99% | 4.18% | 30.69% | 10.31% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 09/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFBCF (Life & Banc Split Corp) | 09/21/2010 | 05/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.99 | 4.18 | 30.69 | 10.31 | NA | NA | … | … | 6.71 | 34.98 | -19.27 | -7.35 | 48.90 | -1.06 | 80.81 | -42.03 | 14.34 | 41.20 | -15.44 | 9.30 | 58.31 | 61.29 | -43.16 | 41.83 |
| Sharpe Ratio | NA | 0.31 | 0.03 | 0.66 | 0.16 | NA | NA | … | … | 0.23 | 1.53 | -0.84 | -0.25 | 1.61 | -0.01 | 1.75 | -1.15 | 1.13 | 0.43 | -0.74 | 0.62 | 2.15 | 1.87 | -0.75 | 5.08 |
| Standard Deviation(%) | NA | 60.52 | 32.55 | 43.25 | 54.42 | NA | NA | … | … | 62.47 | 35.60 | 28.21 | 32.49 | 33.67 | 94.47 | 45.48 | 37.80 | 12.22 | 96.14 | 20.87 | 14.87 | 27.09 | 33.07 | 57.46 | 48.31 |
| Draw Down(%) | NA | 17.56 | 33.69 | 40.46 | 62.74 | NA | NA | … | … | 14.26 | 4.35 | 27.19 | 24.55 | 13.59 | 62.74 | 12.53 | 49.95 | 8.18 | 38.39 | 16.40 | 11.70 | 7.08 | 9.85 | 56.44 | 0.00 |
| Yield(%) | 0.00 | 3.69 | 7.75 | 20.50 | 9.14 | 11.92 | 8.94 | … | … | 1.20 | 9.77 | 13.56 | 8.48 | 10.10 | 5.07 | 24.88 | 11.57 | 11.19 | 14.21 | 10.95 | 12.31 | 17.75 | 17.44 | 11.21 | 5.80 |
Data as of 05/29/2025, Common starting date is 09/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFBCF (Life & Banc Split Corp) |
-19.00%
Mar 2017 – Mar 2020 |
-7.11%
Mar 2015 – Mar 2020 |
3.46%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFBCF (Life & Banc Split Corp) |
51.41%
Nov 2011 – Nov 2014 |
27.22%
Dec 2011 – Dec 2016 |
21.46%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart