Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNC (Lincoln National Corporation) | -21.75% | 9.26% | 21.50% | -9.21% | 0.96% | 5.17% | 0.71% | … | … |
Data as of 06/04/2026, Common starting date is 10/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNC (Lincoln National Corporation) | 10/05/1984 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.99 | 9.26 | 21.50 | -9.21 | 0.96 | 5.17 | 0.71 | … | … | -21.75 | 48.02 | 24.78 | -5.54 | -53.53 | 39.49 | -11.08 | 17.95 | -31.98 | 16.80 | 38.31 | -10.24 | 14.57 | 102.71 | 37.20 | -29.24 | 12.11 | 33.57 | -65.59 | -9.70 | 30.24 | 16.25 | 19.24 | 32.90 | -32.79 | 5.44 | 21.98 | 0.21 | 7.35 | 53.81 | 1.45 | 60.14 | -16.23 | 22.09 | 42.03 | 35.15 | -25.82 | 47.16 | 14.17 | -10.58 | -3.90 | 34.48 | 22.35 |
| Sharpe Ratio | NA | 0.26 | 0.59 | -0.24 | -0.01 | NA | NA | … | … | -1.13 | 1.18 | 0.61 | -0.21 | -0.90 | 1.07 | -0.12 | 0.55 | -1.18 | 0.80 | 1.39 | -0.54 | 0.86 | 4.35 | 1.58 | -0.68 | 0.40 | 0.30 | -0.63 | -0.46 | 2.22 | 0.73 | 0.84 | 1.10 | -0.92 | 0.10 | 0.35 | -0.09 | 0.14 | 2.04 | -0.10 | 2.85 | -0.71 | 0.89 | 2.27 | 1.21 | -1.00 | 2.18 | 0.37 | -0.37 | -0.33 | 1.09 | 4.20 |
| Standard Deviation(%) | NA | 33.09 | 36.95 | 44.32 | 46.10 | NA | NA | … | … | 37.62 | 38.36 | 34.87 | 44.56 | 61.38 | 36.75 | 95.81 | 29.98 | 28.39 | 20.28 | 27.39 | 18.88 | 16.97 | 23.60 | 23.77 | 42.88 | 29.85 | 110.20 | 105.52 | 28.29 | 12.15 | 19.15 | 21.80 | 29.25 | 36.89 | 30.39 | 50.76 | 36.32 | 27.45 | 24.51 | 21.64 | 19.67 | 27.26 | 22.41 | 17.23 | 25.72 | 31.32 | 18.89 | 24.94 | 39.85 | 25.09 | 26.66 | 31.01 |
| Draw Down(%) | NA | 29.13 | 29.13 | 73.14 | 79.19 | NA | NA | … | … | 29.13 | 26.20 | 17.07 | 45.91 | 59.76 | 19.29 | 72.11 | 23.13 | 42.37 | 13.33 | 38.09 | 24.75 | 16.03 | 7.87 | 28.69 | 55.70 | 36.21 | 79.80 | 90.74 | 23.70 | 7.04 | 14.22 | 15.22 | 28.33 | 51.68 | 21.23 | 41.57 | 35.86 | 29.05 | 18.74 | 23.88 | 11.21 | 19.75 | 13.02 | 15.24 | 16.59 | 46.42 | 11.58 | 17.57 | 40.42 | 24.79 | 15.29 | 8.64 |
| Yield(%) | 0.00 | 5.51 | 7.98 | 2.51 | 3.59 | 5.38 | 2.47 | … | … | 2.00 | 5.65 | 6.59 | 5.84 | 2.58 | 3.44 | 2.68 | 2.87 | 1.69 | 1.73 | 4.07 | 2.79 | 2.53 | 2.19 | 3.17 | 1.02 | 0.31 | 1.25 | 4.43 | 2.97 | 4.26 | 2.37 | 3.49 | 4.07 | 2.65 | 2.69 | 2.97 | 2.02 | 2.66 | 3.79 | 3.36 | 4.83 | 3.71 | 3.17 | 5.41 | 6.63 | 4.26 | 5.73 | 5.52 | 3.37 | 4.01 | 4.67 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNC (Lincoln National Corporation) |
-48.10%
Mar 2006 – Mar 2009 |
-29.84%
Mar 2004 – Mar 2009 |
-15.30%
Mar 1999 – Mar 2009 |
-3.83%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNC (Lincoln National Corporation) |
59.38%
Mar 2009 – Mar 2012 |
52.05%
Mar 2009 – Mar 2014 |
26.76%
Mar 2009 – Mar 2019 |
17.33%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart