Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LIMCX (LATEEF FOCUSED GROWTH FUND CLASS C) | NA | 17.72% | 12.10% | 7.72% | 11.08% | NA | NA | 7.20% |
Data as of 02/06/2020, AR inception is 09/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIMCX (LATEEF FOCUSED GROWTH FUND CLASS C) | 09/10/2007 | 02/06/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.72 | 12.10 | 7.72 | 11.08 | NA | NA | 7.20 | 0.00 | 35.63 | -10.54 | 19.65 | 0.72 | 0.65 | 4.33 | 29.29 | 18.85 | 1.67 | 13.34 | 27.75 | -35.38 | 2.60 |
| Sharpe Ratio | NA | 1.55 | 0.75 | 0.46 | 0.65 | NA | NA | 0.33 | 0.00 | 2.76 | -0.59 | 2.07 | 0.03 | 0.04 | 0.31 | 2.34 | 1.24 | 0.07 | 0.73 | 1.03 | -1.04 | 0.66 |
| Standard Deviation(%) | NA | 10.54 | 14.61 | 15.25 | 16.39 | NA | NA | 19.44 | NA | 12.41 | 20.17 | 9.23 | 16.63 | 16.66 | 13.76 | 12.52 | 15.29 | 24.65 | 18.06 | 26.91 | 34.88 | 9.47 |
| Draw Down(%) | NA | 4.38 | 25.62 | 25.62 | 25.62 | NA | NA | 49.57 | 0.00 | 4.38 | 25.62 | 4.14 | 14.22 | 14.02 | 10.62 | 6.41 | 11.75 | 19.12 | 14.99 | 22.42 | 46.39 | 4.16 |
| Yield(%) | 0.00 | 0.00 | 16.20 | 14.07 | 14.46 | 7.76 | 5.82 | 9.70 | 0.00 | 0.00 | 22.90 | 28.91 | 24.58 | 22.70 | 8.23 | 6.07 | 4.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/06/2020, 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 |
|---|---|---|---|---|
| LIMCX (LATEEF FOCUSED GROWTH FUND CLASS C) |
-4.66%
Oct 2007 - Oct 2010 |
1.31%
Oct 2007 - Oct 2012 |
5.75%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIMCX (LATEEF FOCUSED GROWTH FUND CLASS C) |
23.77%
Feb 2009 - Feb 2012 |
21.34%
Feb 2009 - Feb 2014 |
13.35%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart