Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LLDWX (Legal & General Long Duration U.S. Credit Fund W Shares) | NA | 4.75% | NA | NA | NA | NA | NA | -7.75% |
Data as of 02/15/2024, AR inception is 05/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLDWX (Legal & General Long Duration U.S. Credit Fund W Shares) | 05/28/2021 | 02/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.19 | 4.75 | NA | NA | NA | NA | NA | -7.75 | -1.67 | 10.35 | -25.29 | 4.98 |
| Sharpe Ratio | NA | 0.02 | NA | NA | NA | NA | NA | -0.54 | -0.52 | 0.45 | -1.73 | 0.85 |
| Standard Deviation(%) | NA | 16.60 | NA | NA | NA | NA | NA | 14.87 | 30.91 | 13.53 | 15.47 | 9.95 |
| Draw Down(%) | NA | 14.02 | NA | NA | NA | NA | NA | 33.74 | 9.95 | 15.18 | 32.46 | 4.70 |
| Yield(%) | 0.00 | 4.73 | 3.08 | 1.85 | 0.92 | 0.62 | 0.46 | 4.62 | 0.39 | 4.79 | 3.00 | 2.36 |
Data as of 02/15/2024, AR inception is 05/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLDWX (Legal & General Long Duration U.S. Credit Fund W Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLDWX (Legal & General Long Duration U.S. Credit Fund W Shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart