Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFDEF (UrtheCast Corp) | NA | -5.40% | -33.38% | -42.61% | -29.11% | NA | NA | … | … |
Data as of 09/08/2021, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFDEF (UrtheCast Corp) | 02/23/2010 | 09/08/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.40 | -5.40 | -33.38 | -42.61 | -29.11 | NA | NA | … | … | -5.40 | -37.50 | -27.27 | -87.36 | 33.85 | -40.91 | -22.54 | -26.04 | 30.17 | 0.00 | -71.79 | 34.48 |
| Sharpe Ratio | NA | -0.98 | -0.32 | -0.44 | -0.33 | NA | NA | … | … | -1.16 | -0.32 | -0.22 | -0.91 | 0.44 | -0.66 | -0.27 | -0.33 | 0.58 | 0.00 | -0.68 | 0.61 |
| Standard Deviation(%) | NA | 5.56 | 108.19 | 98.35 | 88.33 | NA | NA | … | … | 6.74 | 118.53 | 132.85 | 97.47 | 76.06 | 62.32 | 83.50 | 79.50 | 51.74 | 71.88 | 105.06 | 67.25 |
| Draw Down(%) | NA | 5.40 | 82.61 | 97.47 | 98.98 | NA | NA | … | … | 5.40 | 55.56 | 50.00 | 87.91 | 52.53 | 50.91 | 72.77 | 64.03 | 19.50 | 37.50 | 84.78 | 52.38 |
| 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 | 0.00 |
Data as of 09/08/2021, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFDEF (UrtheCast Corp) |
-66.75%
Mar 2017 – Mar 2020 |
-54.12%
Jul 2015 – Jul 2020 |
-37.19%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFDEF (UrtheCast Corp) |
32.65%
Jun 2012 – Jun 2015 |
-0.55%
Jun 2010 – Jun 2015 |
-28.71%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart