Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIMIX (LATEEF FOCUSED GROWTH FUND CLASS I) | 11.56% | 17.81% | 17.46% | 4.60% | 11.31% | 11.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIMIX (LATEEF FOCUSED GROWTH FUND CLASS I) | 09/10/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.60 | 17.81 | 17.46 | 4.60 | 11.31 | 11.05 | NA | … | … | 11.56 | 7.51 | 15.44 | 26.03 | -35.23 | 25.39 | 29.59 | 41.85 | -10.15 | 21.10 | 1.74 | 1.55 | 5.39 | 30.50 | 20.06 | 2.71 | 14.50 | 28.93 | -34.50 | 2.90 |
| Sharpe Ratio | NA | 0.95 | 0.76 | 0.08 | 0.45 | NA | NA | … | … | 1.12 | 0.20 | 0.73 | 1.34 | -1.18 | 1.53 | 0.85 | 2.95 | -0.57 | 2.22 | 0.09 | 0.09 | 0.39 | 2.44 | 1.33 | 0.11 | 0.80 | 1.09 | -1.03 | 0.75 |
| Standard Deviation(%) | NA | 17.92 | 19.03 | 21.78 | 21.19 | NA | NA | … | … | 21.39 | 23.01 | 16.11 | 16.80 | 31.13 | 16.63 | 34.25 | 13.70 | 20.24 | 9.25 | 16.71 | 16.70 | 13.81 | 12.49 | 15.21 | 24.69 | 17.97 | 26.53 | 34.46 | 9.62 |
| Draw Down(%) | NA | 12.15 | 24.56 | 39.06 | 39.06 | NA | NA | … | … | 11.18 | 23.37 | 9.28 | 12.60 | 37.15 | 8.11 | 35.38 | 5.57 | 25.86 | 4.03 | 14.07 | 13.87 | 10.42 | 6.27 | 11.61 | 19.00 | 14.88 | 21.92 | 45.58 | 4.06 |
| Yield(%) | 0.00 | 11.62 | 5.38 | 6.87 | 10.89 | 11.46 | 8.82 | … | … | 0.00 | 11.78 | 0.14 | 0.00 | 6.58 | 21.81 | 14.89 | 19.43 | 18.61 | 24.90 | 22.09 | 21.41 | 8.07 | 5.93 | 5.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIMIX (LATEEF FOCUSED GROWTH FUND CLASS I) |
-3.62%
Oct 2007 – Oct 2010 |
2.38%
Oct 2007 – Oct 2012 |
6.84%
Oct 2007 – Oct 2017 |
6.98%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIMIX (LATEEF FOCUSED GROWTH FUND CLASS I) |
32.10%
Dec 2018 – Dec 2021 |
22.49%
Feb 2009 – Feb 2014 |
16.36%
Sep 2011 – Sep 2021 |
13.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart