Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LRTEF (Lanesborough Real Estate Investment Trust) NA 0.00% -64.88% -60.77% -42.16% NA NA
Data as of 04/23/2020, Common starting date is 03/21/2007
More Performance Analytics Comparison
Name Start Date End Date
LRTEF (Lanesborough Real Estate Investment Trust) 03/21/2007 04/23/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 0.00 -64.88 -60.77 -42.16 NA NA 0.00 -10.03 -85.55 -60.00 0.00 -87.50 -59.18 66.10 51.28 -2.50 -43.66 -58.24 -61.80 -10.28
Sharpe Ratio NA 0.00 -0.62 -0.73 -0.73 NA NA 0.00 -2.09 -0.73 -0.55 -0.52 -0.86 -1.40 0.83 0.72 -0.38 -0.77 -0.59 -1.18 -1.28
Standard Deviation(%) NA 19.65 139.52 115.89 86.16 NA NA NA 23.28 150.14 141.24 65.00 122.59 55.65 56.99 45.75 56.02 80.55 129.41 68.58 26.65
Draw Down(%) NA 0.00 95.67 99.37 99.81 NA NA 0.00 10.03 85.55 66.67 44.44 87.80 70.80 15.52 20.00 40.91 54.55 90.98 74.38 25.90
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/23/2020, Common starting date is 03/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRTEF (Lanesborough Real Estate Investment Trust) -76.75%
Sep 2015 – Sep 2018
-71.06%
May 2014 – May 2019
-52.85%
Sep 2008 – Sep 2018
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRTEF (Lanesborough Real Estate Investment Trust) 52.63%
Apr 2011 – Apr 2014
25.97%
Aug 2009 – Aug 2014
-41.75%
Dec 2007 – Dec 2017
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return