Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LMNR (Limoneira Company) -5.94% -22.41% -8.01% -7.80% -2.05% -2.09% -2.35%
Data as of 06/04/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
Name Start Date End Date
LMNR (Limoneira Company) 10/08/2003 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
Annualized Return (%) -7.55 -22.41 -8.01 -7.80 -2.05 -2.09 -2.35 -5.94 -47.37 20.18 71.87 -16.87 -8.33 -11.59 -0.16 -11.72 5.22 45.66 -39.57 -5.36 38.04 15.55 -40.69 99.17 12.01 -41.64 -15.85 11.81 53.90 172.57 -1.74
Sharpe Ratio NA -0.72 -0.30 -0.24 -0.07 NA NA -0.02 -1.46 0.50 1.99 -0.42 -0.24 -0.19 -0.05 -0.34 0.13 1.17 -1.10 -0.21 1.06 0.37 -0.71 1.61 0.19 -0.56 -0.52 0.27 1.42 5.48 -0.38
Standard Deviation(%) NA 28.79 33.49 35.37 39.04 NA NA 23.69 34.46 33.19 34.71 43.29 34.56 62.94 32.81 38.17 36.60 38.76 36.06 26.01 35.71 42.76 57.71 61.57 62.11 76.48 36.66 31.37 36.38 31.29 21.06
Draw Down(%) NA 24.44 56.31 56.31 65.85 NA NA 15.17 49.73 17.26 20.87 33.73 27.69 47.32 27.08 44.90 22.85 23.03 40.10 25.17 19.83 27.01 51.76 41.95 24.37 61.37 39.60 29.80 20.74 7.74 8.33
Yield(%) 0.00 1.45 1.72 1.47 1.61 1.19 0.80 0.00 1.23 1.47 2.41 1.93 1.83 1.56 1.52 1.20 1.07 1.43 0.74 0.65 0.75 0.77 0.43 0.88 0.48 0.08 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMNR (Limoneira Company) -20.53%
Aug 2007 – Aug 2010
-12.27%
Apr 2007 – Apr 2012
-5.34%
Jan 2006 – Jan 2016
-5.67%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMNR (Limoneira Company) 73.67%
Apr 2004 – Apr 2007
22.16%
Jan 2004 – Jan 2009
17.33%
Nov 2003 – Nov 2013
10.95%
Nov 2003 – Nov 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return