Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGIH (LGI Homes, Inc.) | 17.81% | -1.33% | -24.85% | -21.79% | 5.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGIH (LGI Homes, Inc.) | 11/08/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.79 | -1.33 | -24.85 | -21.79 | 5.89 | NA | NA | … | … | 17.81 | -51.69 | -32.72 | 43.80 | -40.06 | 45.94 | 49.82 | 55.90 | -39.73 | 161.16 | 18.08 | 63.07 | -16.13 | 36.43 |
| Sharpe Ratio | NA | -0.14 | -0.57 | -0.53 | 0.08 | NA | NA | … | … | 0.44 | -0.99 | -0.91 | 0.96 | -0.78 | 1.15 | 0.59 | 1.47 | -0.82 | 4.36 | 0.40 | 1.20 | -0.42 | 24.04 |
| Standard Deviation(%) | NA | 59.29 | 50.44 | 48.76 | 50.78 | NA | NA | … | … | 61.95 | 55.50 | 43.36 | 41.51 | 53.51 | 40.03 | 83.77 | 37.50 | 50.05 | 37.02 | 44.63 | 52.57 | 38.83 | 34.77 |
| Draw Down(%) | NA | 49.25 | 75.68 | 81.31 | 81.33 | NA | NA | … | … | 44.26 | 56.64 | 36.42 | 39.41 | 51.95 | 26.33 | 63.80 | 21.07 | 52.09 | 15.24 | 27.45 | 38.63 | 34.53 | 4.35 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGIH (LGI Homes, Inc.) |
-29.75%
Mar 2023 – Mar 2026 |
-23.36%
May 2021 – May 2026 |
3.83%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGIH (LGI Homes, Inc.) |
72.57%
Jan 2015 – Jan 2018 |
46.25%
May 2016 – May 2021 |
22.30%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart