Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LHVAX (Linde Hansen Contrarian Value Fd Cl A) | NA | -9.11% | -4.57% | -1.70% | NA | NA | NA | … | … |
Data as of 11/22/2019, Common starting date is 02/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LHVAX (Linde Hansen Contrarian Value Fd Cl A) | 02/17/2012 | 11/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.11 | -4.57 | -1.70 | NA | NA | NA | … | … | -1.73 | -12.14 | 0.00 | 10.54 | -2.58 | 0.54 | 30.92 | 6.52 |
| Sharpe Ratio | NA | -0.71 | -0.45 | -0.18 | NA | NA | NA | … | … | -0.23 | -1.00 | -0.07 | 0.74 | -0.21 | 0.05 | 2.64 | 0.50 |
| Standard Deviation(%) | NA | 15.41 | 12.50 | 12.81 | NA | NA | NA | … | … | 14.62 | 13.42 | 9.35 | 13.98 | 12.43 | 10.48 | 11.70 | 15.06 |
| Draw Down(%) | NA | 17.26 | 20.56 | 20.56 | NA | NA | NA | … | … | 17.26 | 19.82 | 7.99 | 8.61 | 10.31 | 10.50 | 5.07 | 11.07 |
| Yield(%) | 0.00 | 33.26 | 10.80 | 6.99 | 5.48 | 3.66 | 2.74 | … | … | 30.71 | 6.13 | 0.00 | 0.93 | 1.17 | 0.00 | 6.61 | 1.40 |
Data as of 11/22/2019, Common starting date is 02/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LHVAX (Linde Hansen Contrarian Value Fd Cl A) |
-3.79%
Aug 2016 – Aug 2019 |
-1.80%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LHVAX (Linde Hansen Contrarian Value Fd Cl A) |
14.58%
May 2012 – May 2015 |
9.24%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart