Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPCIX (Logan Circle Partners Core Plus I Class) | 0.36% | 4.75% | 4.43% | 0.11% | 1.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPCIX (Logan Circle Partners Core Plus I Class) | 01/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.75 | 4.43 | 0.11 | 1.93 | NA | NA | … | … | 0.36 | 7.16 | 2.40 | 5.52 | -14.24 | -0.99 | 7.57 | 9.55 | -0.64 | 4.87 | 4.35 | -1.32 |
| Sharpe Ratio | NA | 0.75 | 0.28 | -0.39 | 0.07 | NA | NA | … | … | -0.33 | 0.97 | -0.22 | 0.26 | -2.04 | -0.29 | 1.43 | 2.38 | -0.77 | 1.60 | 1.39 | -0.38 |
| Standard Deviation(%) | NA | 3.78 | 5.38 | 5.97 | 4.90 | NA | NA | … | … | 4.05 | 4.45 | 5.46 | 7.35 | 7.72 | 3.46 | 5.12 | 3.39 | 2.63 | 2.65 | 2.97 | 3.60 |
| Draw Down(%) | NA | 2.71 | 6.29 | 18.98 | 18.98 | NA | NA | … | … | 2.71 | 2.65 | 3.80 | 7.74 | 17.90 | 3.53 | 8.35 | 2.00 | 2.74 | 1.41 | 3.82 | 2.97 |
| Yield(%) | 0.00 | 4.22 | 4.25 | 2.96 | 3.18 | 2.30 | 1.73 | … | … | 1.03 | 4.23 | 4.46 | 3.99 | 2.17 | 1.48 | 2.60 | 6.05 | 2.65 | 2.68 | 3.53 | 1.99 |
Data as of 06/04/2026, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPCIX (Logan Circle Partners Core Plus I Class) |
-5.82%
Oct 2020 – Oct 2023 |
-0.97%
Jul 2020 – Jul 2025 |
1.69%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPCIX (Logan Circle Partners Core Plus I Class) |
6.00%
Oct 2022 – Oct 2025 |
5.08%
Dec 2015 – Dec 2020 |
2.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart