Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLDTF (Lloyds Banking Group plc) | -3.79% | 33.07% | 36.78% | 18.33% | 6.53% | 6.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLDTF (Lloyds Banking Group plc) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.97 | 33.07 | 36.78 | 18.33 | 6.53 | 6.28 | NA | … | … | -3.79 | 97.67 | 17.35 | 16.57 | -12.29 | 39.26 | -40.46 | 47.96 | -27.86 | 23.12 | -26.69 | -4.67 | -12.40 | 69.74 | 105.41 | -65.74 | 3.85 |
| Sharpe Ratio | NA | 0.60 | 0.51 | 0.28 | 0.08 | NA | NA | … | … | 0.14 | 1.35 | 0.26 | 0.20 | -0.21 | 0.59 | -0.45 | 0.81 | -0.47 | 0.58 | -0.46 | -0.13 | -0.37 | 1.81 | 1.83 | -0.87 | 0.09 |
| Standard Deviation(%) | NA | 72.42 | 65.38 | 64.70 | 64.92 | NA | NA | … | … | 65.55 | 71.68 | 53.50 | 65.34 | 66.49 | 66.75 | 89.50 | 57.68 | 62.49 | 39.14 | 59.12 | 37.55 | 33.38 | 38.59 | 58.20 | 75.43 | 62.90 |
| Draw Down(%) | NA | 24.67 | 24.71 | 39.66 | 68.06 | NA | NA | … | … | 24.67 | 18.18 | 24.71 | 25.23 | 39.66 | 22.01 | 64.37 | 37.06 | 39.43 | 13.57 | 39.05 | 26.00 | 21.53 | 21.35 | 32.79 | 69.91 | 28.85 |
| Yield(%) | 0.00 | 1.66 | 4.77 | 4.02 | 2.72 | 2.64 | 1.53 | … | … | 0.00 | 6.32 | 3.79 | 5.82 | 4.35 | 3.96 | 2.81 | 6.67 | 3.33 | 4.00 | 2.88 | 1.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLDTF (Lloyds Banking Group plc) |
-24.92%
Sep 2017 – Sep 2020 |
-19.93%
May 2015 – May 2020 |
-9.67%
Sep 2010 – Sep 2020 |
2.54%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLDTF (Lloyds Banking Group plc) |
49.25%
Nov 2011 – Nov 2014 |
32.92%
Sep 2020 – Sep 2025 |
8.92%
Jan 2016 – Jan 2026 |
6.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart