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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
LPPSY (LPP SA) 2.00% 4.06% 28.29% NA NA NA NA 9.18%
Data as of 07/25/2025, AR inception is 10/22/2021
More Performance Analytics Comparison
Name Start Date End Date
LPPSY (LPP SA) 10/22/2021 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021
Annualized Return (%) 0.00 4.06 28.29 NA NA NA NA 9.18 2.00 4.68 97.73 -45.71 13.55
Sharpe Ratio NA 0.31 0.95 NA NA NA NA 0.12 0.21 0.38 2.11 -0.85 3.26
Standard Deviation(%) NA 2.82 26.15 NA NA NA NA 37.75 2.66 2.77 45.19 55.84 29.13
Draw Down(%) NA 0.00 0.00 NA NA NA NA 46.76 0.00 0.00 0.00 46.76 0.00
Yield(%) 0.00 3.94 5.20 2.32 1.16 0.77 0.58 3.87 1.96 3.74 4.84 1.93 0.00
Data as of 07/25/2025, AR inception is 10/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LPPSY (LPP SA) 3.96%
Dec 2021 - Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LPPSY (LPP SA) 28.29%
Jun 2022 - Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart