Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOVIX (LEE FINANCIAL TACTICAL FUND LEE FINANCIAL TACTICAL FUND INVESTOR CLASS) | NA | 8.68% | 5.37% | 7.58% | NA | NA | NA | … | … |
Data as of 09/29/2016, Common starting date is 06/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOVIX (LEE FINANCIAL TACTICAL FUND LEE FINANCIAL TACTICAL FUND INVESTOR CLASS) | 06/30/2011 | 09/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.68 | 5.37 | 7.58 | NA | NA | NA | … | … | 2.18 | -4.34 | 9.58 | 22.62 | 5.61 | -4.47 |
| Sharpe Ratio | NA | 0.77 | 0.48 | 0.73 | NA | NA | NA | … | … | 0.25 | -0.36 | 0.98 | 2.82 | 0.60 | -0.57 |
| Standard Deviation(%) | NA | 11.14 | 10.84 | 10.37 | NA | NA | NA | … | … | 10.83 | 12.29 | 9.73 | 8.02 | 9.36 | 15.27 |
| Draw Down(%) | NA | 9.55 | 16.01 | 16.01 | NA | NA | NA | … | … | 7.89 | 14.27 | 6.43 | 5.12 | 6.39 | 10.64 |
| Yield(%) | 0.00 | 0.81 | 5.39 | 4.20 | 1.93 | 1.29 | 0.96 | … | … | 0.00 | 0.73 | 6.33 | 10.07 | 1.23 | 0.00 |
Data as of 09/29/2016, Common starting date is 06/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOVIX (LEE FINANCIAL TACTICAL FUND LEE FINANCIAL TACTICAL FUND INVESTOR CLASS) |
5.27%
Apr 2013 – Apr 2016 |
6.83%
Jul 2011 – Jul 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOVIX (LEE FINANCIAL TACTICAL FUND LEE FINANCIAL TACTICAL FUND INVESTOR CLASS) |
12.70%
Nov 2011 – Nov 2014 |
7.07%
Aug 2011 – Aug 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart