Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIMAX (LATEEF FOCUSED GROWTH FUND CLASS A) | 7.04% | 12.35% | 11.63% | 9.46% | 9.05% | 11.38% | NA | 8.83% |
Data as of 07/18/2025, AR inception is 09/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIMAX (LATEEF FOCUSED GROWTH FUND CLASS A) | 09/10/2007 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 12.35 | 11.63 | 9.46 | 9.05 | 11.38 | NA | 8.83 | 7.04 | 14.85 | 25.73 | -42.28 | 1.95 | 12.50 | 41.43 | -10.41 | 20.77 | 1.47 | 1.41 | 5.12 | 30.20 | 19.82 | 2.33 | 14.24 | 28.76 | -34.79 | 2.90 |
| Sharpe Ratio | NA | 0.38 | 0.39 | 0.35 | 0.36 | NA | NA | 0.35 | 0.38 | 0.51 | 1.29 | -1.30 | 0.07 | 0.33 | 2.92 | -0.58 | 2.21 | 0.08 | 0.08 | 0.37 | 2.40 | 1.31 | 0.09 | 0.79 | 1.08 | -1.03 | 0.77 |
| Standard Deviation(%) | NA | 23.84 | 21.06 | 21.59 | 21.22 | NA | NA | 21.24 | 27.66 | 16.13 | 16.80 | 33.63 | 25.75 | 36.86 | 13.71 | 20.31 | 9.16 | 16.64 | 16.63 | 13.77 | 12.56 | 15.26 | 24.71 | 17.98 | 26.47 | 34.62 | 9.54 |
| Draw Down(%) | NA | 24.67 | 24.67 | 39.25 | 39.25 | NA | NA | 48.73 | 23.45 | 9.30 | 12.52 | 43.81 | 25.05 | 35.43 | 5.62 | 25.98 | 4.04 | 14.18 | 13.91 | 10.44 | 6.36 | 11.66 | 19.00 | 14.97 | 21.98 | 45.77 | 4.15 |
| Yield(%) | 0.00 | 0.15 | 3.41 | 9.78 | 9.55 | 13.21 | 8.30 | 9.77 | 0.00 | 0.17 | 0.00 | 7.19 | 23.40 | 15.81 | 20.40 | 19.31 | 25.56 | 22.50 | 21.46 | 7.92 | 5.87 | 4.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 09/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIMAX (LATEEF FOCUSED GROWTH FUND CLASS A) |
-3.90%
Oct 2007 - Oct 2010 |
2.10%
Oct 2007 - Oct 2012 |
6.56%
Oct 2007 - Oct 2017 |
6.71%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIMAX (LATEEF FOCUSED GROWTH FUND CLASS A) |
31.77%
Dec 2018 - Dec 2021 |
22.20%
Feb 2009 - Feb 2014 |
16.08%
Sep 2011 - Sep 2021 |
12.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart