Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPL (LG Display Co., Ltd.) | 30.40% | 74.29% | -4.78% | -10.10% | -4.44% | -5.21% | -4.48% | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPL (LG Display Co., Ltd.) | 07/22/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.15 | 74.29 | -4.78 | -10.10 | -4.44 | -5.21 | -4.48 | … | … | 30.40 | 37.13 | -36.31 | 1.74 | -48.53 | 25.64 | 21.61 | -15.26 | -38.97 | 8.90 | 25.16 | -29.69 | 26.65 | -16.16 | 37.51 | -40.68 | 5.80 | 107.22 | -67.42 | 74.85 | -29.78 | 19.29 | 28.04 |
| Sharpe Ratio | NA | 1.24 | -0.12 | -0.27 | -0.15 | NA | NA | … | … | 1.22 | 0.84 | -0.94 | -0.05 | -1.12 | 0.66 | 0.39 | -0.41 | -1.01 | 0.26 | 0.71 | -0.82 | 0.90 | -0.54 | 1.00 | -0.72 | 0.14 | 1.91 | -0.79 | 1.66 | -0.87 | 0.43 | 1.84 |
| Standard Deviation(%) | NA | 60.34 | 47.16 | 44.88 | 43.21 | NA | NA | … | … | 77.40 | 40.84 | 42.34 | 37.95 | 44.69 | 38.75 | 54.19 | 40.35 | 40.14 | 31.78 | 35.38 | 36.03 | 29.62 | 30.12 | 37.69 | 56.54 | 41.36 | 55.98 | 86.29 | 43.43 | 38.44 | 39.28 | 39.27 |
| Draw Down(%) | NA | 32.80 | 61.50 | 73.62 | 81.77 | NA | NA | … | … | 32.80 | 26.65 | 43.36 | 34.89 | 61.69 | 39.79 | 47.06 | 47.49 | 56.36 | 25.55 | 21.02 | 49.41 | 18.74 | 29.40 | 37.40 | 58.96 | 33.51 | 27.22 | 78.68 | 22.78 | 42.38 | 30.50 | 18.02 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.31 | 1.29 | 0.78 | 0.75 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.21 | 5.48 | 0.00 | 0.00 | 1.44 | 1.78 | 2.18 | 1.51 | 1.96 | 0.00 | 0.00 | 0.00 | 0.87 | 2.39 | 0.75 | 2.35 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPL (LG Display Co., Ltd.) |
-32.80%
May 2017 – May 2020 |
-19.75%
Sep 2017 – Sep 2022 |
-13.43%
Apr 2010 – Apr 2020 |
-10.89%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPL (LG Display Co., Ltd.) |
25.91%
Oct 2004 – Oct 2007 |
12.36%
Jun 2012 – Jun 2017 |
2.45%
Feb 2009 – Feb 2019 |
-0.68%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart