Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LKFN (Lakeland Financial Corporation) | -5.88% | 8.44% | 1.13% | 10.04% | 6.44% | 10.69% | 8.62% | 9.92% |
Data as of 07/01/2025, AR inception is 08/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKFN (Lakeland Financial Corporation) | 08/14/1997 | 07/01/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.54 | 8.44 | 1.13 | 10.04 | 6.44 | 10.69 | 8.62 | 9.92 | -5.88 | 8.68 | -7.78 | -7.00 | 52.77 | 12.52 | 24.98 | -15.38 | 4.31 | 3.98 | 9.66 | 13.93 | 53.81 | 3.17 | 23.88 | 28.54 | -25.31 | 17.32 | -16.15 | 29.18 | 4.08 | 15.12 | 54.64 | 37.05 | 46.52 | -13.07 | -19.26 | -23.32 | 23.72 |
| Sharpe Ratio | NA | 0.09 | -0.10 | 0.25 | 0.14 | NA | NA | 0.22 | -0.76 | 0.06 | -0.34 | -0.34 | 1.82 | 0.22 | 1.16 | -0.79 | 0.16 | 0.08 | 0.45 | 0.69 | 2.75 | 0.13 | 0.64 | 1.07 | -0.45 | 0.22 | -0.48 | 0.82 | 0.08 | 0.52 | 1.83 | 1.28 | 1.13 | -0.31 | -0.58 | -0.63 | 1.86 |
| Standard Deviation(%) | NA | 32.10 | 32.16 | 31.21 | 33.25 | NA | NA | 36.64 | 27.73 | 33.94 | 35.96 | 24.45 | 28.97 | 55.27 | 20.37 | 21.28 | 23.54 | 45.81 | 21.35 | 20.20 | 19.54 | 24.08 | 37.29 | 26.56 | 56.83 | 72.79 | 40.26 | 31.77 | 23.63 | 27.30 | 29.55 | 28.15 | 39.94 | 55.90 | 38.98 | 42.25 | 38.35 |
| Draw Down(%) | NA | 31.66 | 47.12 | 47.35 | 47.35 | NA | NA | 62.60 | 26.01 | 20.23 | 43.17 | 22.61 | 25.68 | 34.10 | 15.00 | 23.63 | 12.84 | 35.74 | 12.80 | 12.52 | 11.00 | 16.47 | 16.58 | 17.94 | 40.11 | 33.14 | 26.77 | 11.93 | 12.32 | 24.75 | 9.72 | 20.93 | 25.58 | 38.83 | 28.80 | 40.52 | 9.28 |
| Yield(%) | 0.00 | 3.24 | 2.75 | 3.69 | 4.46 | 7.62 | 6.39 | 10.54 | 1.49 | 2.96 | 2.54 | 2.03 | 2.52 | 2.45 | 2.85 | 2.07 | 1.80 | 2.40 | 2.21 | 2.13 | 2.13 | 3.20 | 2.73 | 3.53 | 2.70 | 3.02 | 2.12 | 2.38 | 2.26 | 2.26 | 3.13 | 3.69 | 4.64 | 3.17 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 08/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKFN (Lakeland Financial Corporation) |
-23.26%
Sep 1997 - Sep 2000 |
-0.56%
Nov 2004 - Nov 2009 |
5.76%
Oct 2013 - Oct 2023 |
7.05%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKFN (Lakeland Financial Corporation) |
52.35%
Sep 2000 - Sep 2003 |
35.31%
Sep 2000 - Sep 2005 |
17.00%
Nov 2000 - Nov 2010 |
18.56%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison Chart