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
LGSVX NA 15.34% 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
LGSVX 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 15.34 NA NA NA NA NA -0.68 21.21 -12.93
Sharpe Ratio NA 0.45 NA NA NA NA NA -2.75 1.80 -2.01
Standard Deviation(%) NA 12.02 NA NA NA NA NA 24.90 11.08 15.15
Draw Down(%) NA 8.27 NA NA NA NA NA 7.23 7.34 18.74
Yield(%) 0.00 8.54 2.81 1.69 0.84 0.56 0.42 5.75 2.03 0.57
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
LGSVX (LGSVX) 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
LGSVX (LGSVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return