Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) | 4.89% | 8.23% | 12.91% | 9.48% | 9.54% | 9.97% | NA | 8.47% |
Data as of 07/03/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) | 08/14/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 8.23 | 12.91 | 9.48 | 9.54 | 9.97 | NA | 8.47 | 4.89 | 16.09 | 19.95 | -19.88 | 17.15 | 20.91 | 25.10 | -1.00 | 16.71 | 6.02 | -1.88 | 8.99 | 18.68 | 10.42 | -0.36 | 11.06 | 21.54 | -23.33 |
| Sharpe Ratio | NA | 0.38 | 0.77 | 0.59 | 0.63 | NA | NA | 0.51 | 0.45 | 0.97 | 1.56 | -1.15 | 1.69 | 0.93 | 2.80 | -0.19 | 3.10 | 0.65 | -0.19 | 1.12 | 2.47 | 1.15 | -0.02 | 0.87 | 1.15 | -1.27 |
| Standard Deviation(%) | NA | 13.34 | 12.61 | 13.01 | 12.92 | NA | NA | 13.95 | 15.55 | 9.84 | 10.17 | 18.62 | 10.13 | 22.23 | 8.48 | 12.33 | 5.22 | 8.93 | 10.26 | 8.02 | 7.55 | 9.07 | 16.48 | 12.62 | 18.65 | 39.72 |
| Draw Down(%) | NA | 13.04 | 14.08 | 24.08 | 24.08 | NA | NA | 37.37 | 12.60 | 5.86 | 8.75 | 23.55 | 5.14 | 23.20 | 3.92 | 14.13 | 2.28 | 7.34 | 8.41 | 5.19 | 4.48 | 7.46 | 13.06 | 11.70 | 19.91 | 33.74 |
| Yield(%) | 0.00 | 0.72 | 0.91 | 0.70 | 3.29 | 5.22 | 3.46 | 4.32 | 0.33 | 0.96 | 0.93 | 0.35 | 0.16 | 0.57 | 1.06 | 6.75 | 7.08 | 7.71 | 8.14 | 14.70 | 9.35 | 1.29 | 1.18 | 0.80 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) |
1.88%
Sep 2008 - Sep 2011 |
5.52%
Feb 2011 - Feb 2016 |
7.36%
Mar 2010 - Mar 2020 |
7.54%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) |
21.01%
Dec 2018 - Dec 2021 |
15.93%
Oct 2016 - Oct 2021 |
11.80%
Sep 2011 - Sep 2021 |
10.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart