Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMRIX (1919 FINANCIAL SERVICES FUND CLASS I) | -4.47% | -0.62% | 14.21% | 1.20% | 7.38% | 9.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMRIX (1919 FINANCIAL SERVICES FUND CLASS I) | 10/16/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | -0.62 | 14.21 | 1.20 | 7.38 | 9.66 | NA | … | … | -4.47 | 4.53 | 25.15 | 1.77 | -15.00 | 25.47 | -3.73 | 29.49 | -14.71 | 14.95 | 27.01 | 6.93 | 6.47 | 40.70 | 23.12 | -6.08 | 13.62 | 9.56 | 0.48 |
| Sharpe Ratio | NA | -0.30 | 0.66 | -0.07 | 0.25 | NA | NA | … | … | -0.98 | 0.09 | 1.37 | -0.09 | -0.71 | 1.20 | -0.08 | 1.88 | -0.94 | 1.05 | 1.56 | 0.45 | 0.51 | 3.78 | 1.90 | -0.25 | 0.78 | 0.36 | 0.05 |
| Standard Deviation(%) | NA | 14.19 | 16.77 | 19.56 | 23.02 | NA | NA | … | … | 15.00 | 18.30 | 15.71 | 21.11 | 23.31 | 21.26 | 48.14 | 14.90 | 17.26 | 13.62 | 17.23 | 15.35 | 12.54 | 10.76 | 12.25 | 24.19 | 17.39 | 26.22 | 42.58 |
| Draw Down(%) | NA | 11.03 | 16.35 | 35.94 | 43.56 | NA | NA | … | … | 11.03 | 15.56 | 8.43 | 24.29 | 24.10 | 11.28 | 43.56 | 8.38 | 25.75 | 7.66 | 14.37 | 8.91 | 7.60 | 4.64 | 7.45 | 23.98 | 14.86 | 25.37 | 17.15 |
| Yield(%) | 0.00 | 13.18 | 13.61 | 6.06 | 6.60 | 8.98 | 8.19 | … | … | 0.00 | 13.31 | 12.12 | 10.13 | 0.92 | 1.09 | 1.09 | 5.00 | 1.59 | 0.23 | 4.04 | 7.46 | 2.91 | 0.53 | 0.66 | 0.00 | 0.00 | 0.55 | 0.86 |
Data as of 06/04/2026, Common starting date is 10/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMRIX (1919 FINANCIAL SERVICES FUND CLASS I) |
-5.63%
Mar 2017 – Mar 2020 |
-2.19%
May 2018 – May 2023 |
5.64%
Oct 2013 – Oct 2023 |
9.11%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMRIX (1919 FINANCIAL SERVICES FUND CLASS I) |
23.70%
Sep 2011 – Sep 2014 |
20.16%
Dec 2011 – Dec 2016 |
15.55%
Sep 2011 – Sep 2021 |
11.17%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart