Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKFN (Lakeland Financial Corporation) | 5.74% | 3.39% | 7.95% | 2.03% | 4.46% | 9.77% | 7.83% | … | … |
Data as of 06/04/2026, Common starting date is 08/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKFN (Lakeland Financial Corporation) | 08/14/1997 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 3.39 | 7.95 | 2.03 | 4.46 | 9.77 | 7.83 | … | … | 5.74 | -14.25 | 8.68 | -7.78 | -7.00 | 52.73 | 12.55 | 24.99 | -15.41 | 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 | 0.07 | 0.19 | 0.00 | 0.09 | NA | NA | … | … | 0.74 | -0.64 | 0.15 | -0.32 | -0.35 | 1.82 | 0.22 | 1.15 | -0.79 | 0.16 | 0.08 | 0.45 | 0.69 | 2.75 | 0.13 | 0.64 | 1.07 | -0.45 | 0.22 | -0.48 | 0.81 | 0.08 | 0.52 | 1.83 | 1.28 | 1.13 | -0.31 | -0.58 | -0.63 | 1.86 |
| Standard Deviation(%) | NA | 25.35 | 30.53 | 29.96 | 33.53 | NA | NA | … | … | 25.13 | 26.80 | 33.94 | 35.96 | 24.45 | 28.97 | 55.27 | 20.37 | 21.29 | 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 | 18.57 | 31.66 | 47.35 | 47.35 | NA | NA | … | … | 12.12 | 26.01 | 20.23 | 43.17 | 22.61 | 25.70 | 34.10 | 14.98 | 23.66 | 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 | 3.44 | 3.77 | 2.93 | 4.34 | 7.96 | 6.45 | … | … | 1.84 | 2.97 | 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 06/04/2026, Common starting date 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 |
-0.95%
Mar 2021 – Mar 2026 |
4.53%
Nov 2015 – Nov 2025 |
7.04%
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