Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LRBI | 11.45% | 12.52% | 5.66% | 13.10% | 13.53% | 2.50% | NA | 1.30% |
Data as of 08/01/2025, AR inception is 09/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRBI | 09/14/2007 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.52 | 5.66 | 13.10 | 13.53 | 2.50 | NA | 1.30 | 11.45 | 1.92 | 2.50 | 2.22 | 50.54 | -25.27 | 1.87 | 54.90 | 17.88 | 42.86 | 14.75 | -21.79 | 0.00 | -44.29 | -17.65 | -4.49 | -1.11 | -10.89 | 1.00 |
| Sharpe Ratio | NA | 0.25 | 0.11 | 0.42 | 0.41 | NA | NA | 0.01 | 0.36 | -1.81 | -0.92 | 0.69 | 1.23 | -0.48 | 0.02 | 1.80 | 1.16 | 1.14 | 1.34 | -0.58 | 0.00 | -1.48 | -0.96 | -0.45 | -0.11 | -0.88 | 0.06 |
| Standard Deviation(%) | NA | 37.54 | 21.62 | 26.45 | 29.46 | NA | NA | 25.86 | 49.35 | 0.94 | 1.27 | 1.15 | 40.92 | 53.22 | 15.93 | 29.90 | 14.89 | 37.32 | 11.01 | 37.52 | NA | 30.17 | 18.45 | 10.29 | 11.29 | 13.41 | 15.72 |
| Draw Down(%) | NA | 28.00 | 28.00 | 28.00 | 49.07 | NA | NA | 73.27 | 28.00 | 0.00 | 0.00 | 0.00 | 20.24 | 49.07 | 11.65 | 0.00 | 0.00 | 16.67 | 2.62 | 30.77 | 0.00 | 44.29 | 17.65 | 5.62 | 10.53 | 10.89 | 5.94 |
| Yield(%) | 0.00 | 1.91 | 2.21 | 3.04 | 4.11 | 1.12 | 0.72 | 0.85 | 0.96 | 1.89 | 2.46 | 2.19 | 2.57 | 1.83 | 1.77 | 2.60 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 09/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRBI (LRBI) |
-27.21%
Jun 2011 - Jun 2014 |
-21.40%
Jun 2009 - Jun 2014 |
-5.29%
Oct 2007 - Oct 2017 |
0.32%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRBI (LRBI) |
37.66%
Dec 2015 - Dec 2018 |
33.79%
Feb 2015 - Feb 2020 |
17.34%
Feb 2015 - Feb 2025 |
3.80%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart