Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGL (The LGL Group, Inc.) | 25.80% | 35.07% | -18.40% | -2.61% | 6.42% | -2.74% | -2.00% | 11.02% |
Data as of 07/25/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGL (The LGL Group, Inc.) | 03/17/1980 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 35.07 | -18.40 | -2.61 | 6.42 | -2.74 | -2.00 | 11.02 | 25.80 | -6.35 | 51.60 | -64.47 | -9.09 | -16.40 | 145.90 | 8.54 | 11.95 | 35.68 | 3.35 | -33.83 | 69.10 | -28.38 | -59.26 | 446.81 | 68.72 | -71.32 | -2.86 | -15.15 | -43.10 | 38.76 | 34.84 | -56.94 | -58.14 | 66.59 | -63.39 | -15.06 | 17.73 | 20.51 | 95.00 | 30.43 | -11.54 | 54.07 | 10.66 | -41.90 | 100.00 | 34.62 | -49.35 | 67.39 | 17.95 | 5.41 | 39.62 | -7.02 | -21.92 | 121.21 |
| Sharpe Ratio | NA | 0.62 | -0.33 | -0.08 | 0.08 | NA | NA | 0.12 | 0.90 | -0.27 | 1.50 | -0.72 | -0.19 | -0.30 | 2.71 | -0.42 | -0.17 | 0.03 | -0.23 | -1.16 | 0.88 | -1.38 | -1.25 | 4.86 | 0.54 | -0.97 | -0.45 | -0.86 | -1.41 | 0.44 | 0.32 | -1.89 | -1.92 | -0.05 | -0.38 | 0.75 | -0.90 | 0.64 | 0.96 | 1.61 | -0.45 | 1.88 | 0.38 | -1.28 | 2.59 | 1.17 | -1.07 | 1.28 | 0.78 | 0.24 | 0.99 | -0.16 | -0.41 | 3.10 |
| Standard Deviation(%) | NA | 54.07 | 65.54 | 58.41 | 51.89 | NA | NA | 65.58 | 56.28 | 49.11 | 31.84 | 91.89 | 47.32 | 54.69 | 45.23 | 30.95 | 42.32 | 45.28 | 65.24 | 45.16 | 57.42 | 34.33 | 62.01 | 88.12 | 93.64 | 93.40 | 55.64 | 43.62 | 45.60 | 43.67 | 48.74 | 40.68 | 41.78 | 37.85 | 102.13 | 24.26 | 31.91 | 35.08 | 34.20 | 19.96 | 25.63 | 28.47 | 28.03 | 32.52 | 38.61 | 29.35 | 45.83 | 52.43 | 23.09 | 22.08 | 40.04 | 42.70 | 52.65 | 55.49 |
| Draw Down(%) | NA | 16.60 | 73.73 | 73.73 | 74.95 | NA | NA | 97.41 | 16.60 | 23.25 | 15.05 | 73.73 | 29.51 | 50.03 | 17.91 | 26.20 | 20.04 | 22.79 | 34.23 | 47.15 | 22.24 | 45.51 | 74.84 | 48.54 | 37.98 | 86.47 | 62.43 | 34.08 | 49.23 | 30.47 | 30.38 | 72.56 | 66.14 | 21.64 | 78.30 | 37.50 | 28.02 | 31.35 | 29.27 | 12.44 | 19.23 | 23.60 | 18.31 | 50.48 | 20.65 | 17.76 | 67.18 | 44.93 | 12.50 | 10.71 | 28.09 | 29.69 | 51.04 | 22.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 47.04 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 117.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 3.41 | 1.62 | 3.77 | 5.52 | 1.47 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGL (The LGL Group, Inc.) |
-45.17%
Jan 2006 - Jan 2009 |
-35.65%
Mar 2004 - Mar 2009 |
-18.62%
Sep 1999 - Sep 2009 |
-15.93%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGL (The LGL Group, Inc.) |
207.63%
Nov 1997 - Nov 2000 |
116.05%
Sep 1994 - Sep 1999 |
66.77%
Oct 1990 - Oct 2000 |
46.61%
Jul 1985 - Jul 2000 |
Annualized Rolling Returns Comparison Chart