Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIIF (Lisi S.A) | NA | 112.50% | 47.53% | 19.56% | 8.07% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIIF (Lisi S.A) | 03/27/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 112.50 | 47.53 | 19.56 | 8.07 | NA | NA | … | … | 128.89 | -3.07 | 44.73 | -34.19 | 15.62 | -25.08 | -12.76 | -24.90 | 64.12 | 14.13 | 6.97 | -14.85 | 60.04 |
| Sharpe Ratio | NA | 2.49 | 1.27 | 0.56 | 0.19 | NA | NA | … | … | 4.65 | -0.22 | 1.19 | -1.17 | 1.13 | -0.39 | -0.90 | -0.89 | 1.73 | 0.53 | 0.59 | -0.86 | 1.63 |
| Standard Deviation(%) | NA | 44.00 | 34.65 | 30.78 | 34.87 | NA | NA | … | … | 44.32 | 30.62 | 34.82 | 30.52 | 13.84 | 64.80 | 15.88 | 29.70 | 36.94 | 26.31 | 11.77 | 17.25 | 52.06 |
| Draw Down(%) | NA | 20.10 | 20.10 | 34.19 | 67.95 | NA | NA | … | … | 7.69 | 20.10 | 12.07 | 34.19 | 0.00 | 48.53 | 14.53 | 25.64 | 10.44 | 13.68 | 6.03 | 15.81 | 0.00 |
| Yield(%) | 0.00 | 3.43 | 3.35 | 1.92 | 1.61 | 1.90 | 1.43 | … | … | 3.70 | 2.79 | 1.01 | 1.25 | 0.69 | 0.00 | 2.56 | 0.98 | 1.50 | 1.46 | 1.46 | 1.13 | 1.47 |
Data as of 09/26/2025, Common starting date is 03/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIIF (Lisi S.A) |
-23.20%
Jul 2017 – Jul 2020 |
-18.71%
Sep 2017 – Sep 2022 |
-1.18%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIIF (Lisi S.A) |
37.81%
Jul 2022 – Jul 2025 |
23.26%
Jul 2020 – Jul 2025 |
8.37%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart