Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMFA (LM Funding America, Inc.) | -50.00% | -88.04% | -62.58% | -62.21% | -60.68% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMFA (LM Funding America, Inc.) | 12/17/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.38 | -88.04 | -62.58 | -62.21 | -60.68 | NA | NA | … | … | -50.00 | -78.60 | -41.88 | 12.09 | -88.68 | 45.07 | -13.55 | -34.32 | -92.53 | -61.18 | -54.22 | -1.88 |
| Sharpe Ratio | NA | -0.61 | -0.54 | -0.55 | -0.52 | NA | NA | … | … | -0.73 | -0.60 | -0.37 | 0.07 | -0.92 | 0.30 | -0.10 | -0.42 | -0.78 | -0.44 | -0.89 | -12.05 |
| Standard Deviation(%) | NA | 140.46 | 119.70 | 113.71 | 119.98 | NA | NA | … | … | 102.68 | 137.40 | 115.20 | 111.29 | 98.46 | 152.53 | 135.81 | 84.67 | 119.64 | 141.96 | 61.16 | 3.43 |
| Draw Down(%) | NA | 95.54 | 96.13 | 99.47 | 99.99 | NA | NA | … | … | 60.71 | 90.67 | 60.81 | 78.86 | 88.78 | 71.92 | 72.86 | 63.92 | 94.15 | 74.94 | 55.18 | 1.88 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMFA (LM Funding America, Inc.) |
-77.64%
Oct 2016 – Oct 2019 |
-67.04%
Jun 2017 – Jun 2022 |
-60.33%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMFA (LM Funding America, Inc.) |
-6.26%
Dec 2018 – Dec 2021 |
-34.59%
Nov 2019 – Nov 2024 |
-58.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart