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
LGCY (Legacy Education Inc.) NA -99.72% -78.98% -76.70% -44.76% NA NA
Data as of 07/12/2019, Common starting date is 01/12/2007
More Performance Analytics Comparison
Name Start Date End Date
LGCY (Legacy Education Inc.) 01/12/2007 07/12/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -56.96 -99.72 -78.98 -76.70 -44.76 NA NA -98.90 -4.35 -24.06 21.14 -82.04 -55.24 29.08 -8.73 5.62 59.46 145.25 -49.68 7.14
Sharpe Ratio NA -0.48 -0.62 -0.70 -0.64 NA NA -0.36 -0.29 -0.67 -0.10 -0.98 -1.64 0.51 -1.15 -0.36 1.33 2.04 -1.00 -0.55
Standard Deviation(%) NA 254.05 159.56 142.25 102.66 NA NA 339.42 89.88 64.83 125.81 102.14 45.04 20.49 23.95 36.08 30.65 62.06 68.92 28.04
Draw Down(%) NA 99.76 99.85 99.94 99.94 NA NA 99.38 87.36 59.63 66.76 91.65 65.79 9.42 22.53 30.72 19.95 41.65 70.97 34.78
Yield(%) 0.00 0.00 0.00 1.76 11.23 5.95 4.46 0.00 0.00 0.00 0.00 11.96 9.21 9.44 7.74 7.39 10.31 20.39 9.42 6.21
Data as of 07/12/2019, Common starting date is 01/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGCY (Legacy Education Inc.) -70.88%
Jun 2016 – Jun 2019
-72.50%
Jun 2014 – Jun 2019
-40.13%
Jun 2009 – Jun 2019
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGCY (Legacy Education Inc.) 61.60%
Mar 2009 – Mar 2012
37.22%
Dec 2008 – Dec 2013
-3.48%
Oct 2008 – Oct 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return