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
LGSRX NA 14.71% 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
LGSRX 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 14.71 NA NA NA NA NA -0.70 21.21 -12.88
Sharpe Ratio NA 0.45 NA NA NA NA NA -2.75 1.82 -2.01
Standard Deviation(%) NA 11.95 NA NA NA NA NA 24.90 10.99 15.14
Draw Down(%) NA 7.93 NA NA NA NA NA 7.24 7.42 18.69
Yield(%) 0.00 7.99 2.58 1.55 0.77 0.52 0.39 5.73 1.47 0.37
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
LGSRX (LGSRX) 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
LGSRX (LGSRX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return