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
LGSFX NA 15.29% NA NA NA NA NA
Data as of 01/23/2020, Common starting date is 08/06/2018
More Performance Analytics Comparison
Name Start Date End Date
LGSFX 08/06/2018 01/23/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 0.00 15.29 NA NA NA NA NA -0.68 20.62 -12.87
Sharpe Ratio NA 0.40 NA NA NA NA NA -2.72 1.76 -2.01
Standard Deviation(%) NA 12.02 NA NA NA NA NA 25.14 11.04 15.14
Draw Down(%) NA 8.20 NA NA NA NA NA 7.22 7.40 18.74
Yield(%) 0.00 8.42 2.76 1.66 0.83 0.55 0.41 5.73 1.92 0.53
Data as of 01/23/2020, Common starting date is 08/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGSFX (LGSFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGSFX (LGSFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return