Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGGNF (Legal & General Group Plc) | 8.62% | 13.17% | 15.92% | 5.61% | 7.77% | 10.80% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGGNF (Legal & General Group Plc) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.93 | 13.17 | 15.92 | 5.61 | 7.77 | 10.80 | NA | … | … | 8.62 | 33.90 | -1.62 | 13.94 | -22.21 | 17.87 | 0.52 | 52.74 | -18.51 | 27.08 | -20.87 | 10.44 | 21.62 | 47.81 | 49.67 | 14.92 | -13.61 |
| Sharpe Ratio | NA | 0.27 | 0.30 | 0.06 | 0.13 | NA | NA | … | … | 0.35 | 0.65 | -0.12 | 0.25 | -0.45 | 0.40 | 0.00 | 1.22 | -0.97 | 2.58 | -0.45 | 0.58 | 0.71 | 2.93 | 1.41 | 0.42 | -2.13 |
| Standard Deviation(%) | NA | 57.79 | 50.48 | 48.88 | 47.77 | NA | NA | … | … | 74.48 | 47.70 | 45.29 | 41.20 | 52.86 | 44.99 | 76.00 | 41.90 | 20.65 | 10.29 | 46.88 | 17.90 | 30.50 | 16.30 | 35.44 | 35.33 | 23.85 |
| Draw Down(%) | NA | 19.54 | 19.54 | 46.11 | 62.00 | NA | NA | … | … | 19.54 | 15.69 | 15.40 | 18.05 | 46.11 | 16.51 | 61.45 | 27.17 | 25.41 | 3.24 | 44.57 | 13.18 | 15.17 | 2.97 | 25.12 | 23.86 | 14.12 |
| Yield(%) | 0.00 | 8.54 | 9.38 | 6.53 | 6.79 | 10.37 | 9.18 | … | … | 6.05 | 9.76 | 8.40 | 8.26 | 5.80 | 6.87 | 5.60 | 7.55 | 4.48 | 6.38 | 4.98 | 4.99 | 5.47 | 3.91 | 6.79 | 4.11 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGGNF (Legal & General Group Plc) |
-6.42%
Dec 2015 – Dec 2018 |
-6.19%
Mar 2015 – Mar 2020 |
3.59%
Jul 2014 – Jul 2024 |
10.72%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGGNF (Legal & General Group Plc) |
44.82%
Aug 2011 – Aug 2014 |
27.84%
Dec 2010 – Dec 2015 |
16.65%
Oct 2011 – Oct 2021 |
12.58%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart