Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSFG (Lifestore Financial Group Inc) | NA | -4.23% | -2.90% | 3.91% | 15.32% | 11.92% | 4.25% | … | … |
Data as of 10/22/2024, Common starting date is 08/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSFG (Lifestore Financial Group Inc) | 08/24/1998 | 10/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | -4.23 | -2.90 | 3.91 | 15.32 | 11.92 | 4.25 | … | … | -3.22 | 1.30 | -8.60 | 24.77 | -2.77 | 40.98 | 18.78 | 33.33 | 12.85 | 47.69 | -6.09 | 75.57 | 142.59 | -39.05 | -57.81 | 7.79 | -29.14 | -24.16 | -8.10 | 2.09 | 4.97 | 45.58 | -0.34 | 91.91 | -14.61 | -43.12 | -7.72 |
| Sharpe Ratio | NA | -1.12 | -0.18 | 0.04 | 0.40 | NA | NA | … | … | -1.04 | -0.05 | -0.54 | 1.34 | -0.05 | 2.04 | 0.55 | 1.66 | 0.70 | 1.20 | -0.28 | 1.26 | 0.92 | -0.31 | -0.54 | 0.26 | -1.18 | -1.35 | -0.46 | 0.00 | 0.09 | 1.43 | -0.05 | 2.11 | -0.39 | -0.71 | -0.23 |
| Standard Deviation(%) | NA | 9.70 | 36.18 | 40.48 | 34.11 | NA | NA | … | … | 10.72 | 59.24 | 18.55 | 18.43 | 60.61 | 19.39 | 31.84 | 19.78 | 17.95 | 39.69 | 21.62 | 59.75 | 157.62 | 125.61 | 107.68 | 29.19 | 25.41 | 20.13 | 25.04 | 44.22 | 44.15 | 31.37 | 28.78 | 43.47 | 47.70 | 64.89 | 101.59 |
| Draw Down(%) | NA | 11.06 | 40.47 | 52.26 | 52.26 | NA | NA | … | … | 10.12 | 33.92 | 15.34 | 9.08 | 51.90 | 4.41 | 16.15 | 10.00 | 10.66 | 20.00 | 13.04 | 30.50 | 43.68 | 60.00 | 71.43 | 18.68 | 36.67 | 34.45 | 17.17 | 32.09 | 28.77 | 10.34 | 25.66 | 26.41 | 34.45 | 52.25 | 39.47 |
| Yield(%) | 0.00 | 1.40 | 1.20 | 1.32 | 2.73 | 2.40 | 0.96 | … | … | 1.41 | 1.29 | 1.06 | 1.05 | 0.73 | 0.99 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.50 | 1.39 | 1.04 | 0.71 | 0.96 | 1.00 | 1.44 | 1.41 | 2.67 | 2.22 | 1.24 | 0.29 |
Data as of 10/22/2024, Common starting date is 08/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFG (Lifestore Financial Group Inc) |
-42.39%
Oct 2008 – Oct 2011 |
-36.95%
Oct 2006 – Oct 2011 |
-17.38%
Apr 2002 – Apr 2012 |
-2.02%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSFG (Lifestore Financial Group Inc) |
95.74%
Apr 2012 – Apr 2015 |
55.78%
Apr 2012 – Apr 2017 |
38.27%
Apr 2012 – Apr 2022 |
12.83%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart