Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSOFX (LS OPPORTUNITY FUND LS OPPORTUNITY FUND) | 1.78% | 4.49% | 7.60% | 2.55% | 5.54% | 5.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSOFX (LS OPPORTUNITY FUND LS OPPORTUNITY FUND) | 10/01/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 4.49 | 7.60 | 2.55 | 5.54 | 5.03 | NA | … | … | 1.78 | 3.85 | 8.28 | 11.00 | -7.96 | 7.66 | 3.01 | 16.90 | -3.55 | 9.57 | 12.67 | -3.91 | -0.54 | 25.46 | 6.34 | -5.82 | 9.20 |
| Sharpe Ratio | NA | 0.27 | 0.61 | 0.02 | 0.37 | NA | NA | … | … | 0.28 | 0.10 | 0.69 | 0.90 | -0.63 | 0.68 | 0.15 | 2.23 | -0.55 | 1.78 | 1.50 | -0.40 | -0.06 | 2.61 | 0.75 | -0.52 | 4.37 |
| Standard Deviation(%) | NA | 7.80 | 8.06 | 10.37 | 10.51 | NA | NA | … | … | 8.67 | 9.66 | 6.75 | 8.20 | 14.89 | 11.23 | 18.26 | 6.91 | 9.00 | 5.03 | 8.31 | 9.80 | 9.96 | 9.74 | 8.43 | 11.26 | 9.63 |
| Draw Down(%) | NA | 5.36 | 10.43 | 14.66 | 22.05 | NA | NA | … | … | 5.36 | 8.77 | 5.29 | 6.34 | 13.00 | 7.27 | 22.05 | 3.66 | 11.55 | 2.54 | 4.66 | 10.53 | 8.78 | 5.31 | 6.27 | 12.64 | 3.41 |
| Yield(%) | 0.00 | 4.71 | 2.23 | 1.22 | 1.73 | 2.15 | 1.82 | … | … | 0.00 | 4.78 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 1.36 | 2.55 | 4.11 | 0.00 | 6.07 | 1.82 | 4.48 | 0.00 | 0.22 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSOFX (LS OPPORTUNITY FUND LS OPPORTUNITY FUND) |
0.69%
Dec 2019 – Dec 2022 |
2.52%
May 2018 – May 2023 |
3.95%
Oct 2013 – Oct 2023 |
4.97%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSOFX (LS OPPORTUNITY FUND LS OPPORTUNITY FUND) |
9.89%
Dec 2011 – Dec 2014 |
8.48%
Apr 2016 – Apr 2021 |
7.11%
Oct 2011 – Oct 2021 |
5.50%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart