Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTKBF (Logistec Corporation) | NA | 63.17% | 23.39% | 11.26% | 0.81% | NA | NA | … | … |
Data as of 01/10/2024, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTKBF (Logistec Corporation) | 08/20/2012 | 01/10/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.19 | 63.17 | 23.39 | 11.26 | 0.81 | NA | NA | … | … | 9.66 | 49.12 | 0.40 | 6.33 | -3.21 | -17.17 | 11.09 | 29.94 | -9.17 | -11.61 | -33.03 | 130.36 | 2.22 |
| Sharpe Ratio | NA | 1.70 | 0.89 | 0.32 | 0.00 | NA | NA | … | … | 49.94 | 1.34 | -0.06 | 0.34 | -0.07 | -0.67 | 0.47 | 1.58 | -0.31 | -0.46 | -0.75 | 2.73 | 1.16 |
| Standard Deviation(%) | NA | 34.85 | 24.14 | 30.95 | 30.83 | NA | NA | … | … | 53.24 | 33.79 | 15.42 | 18.81 | 51.09 | 27.70 | 20.98 | 18.68 | 30.65 | 25.11 | 44.19 | 47.72 | 5.42 |
| Draw Down(%) | NA | 14.43 | 14.93 | 49.33 | 64.79 | NA | NA | … | … | 0.12 | 14.43 | 13.34 | 7.29 | 44.68 | 27.50 | 9.73 | 6.43 | 22.10 | 18.47 | 35.34 | 5.99 | 1.20 |
| Yield(%) | 0.00 | 1.29 | 1.51 | 1.23 | 1.49 | 2.47 | 1.85 | … | … | 0.21 | 0.97 | 1.51 | 1.28 | 1.25 | 0.92 | 0.84 | 0.71 | 0.81 | 0.68 | 3.73 | 2.15 | 0.44 |
Data as of 01/10/2024, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTKBF (Logistec Corporation) |
-19.88%
May 2014 – May 2017 |
-9.04%
Jun 2014 – Jun 2019 |
-0.09%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTKBF (Logistec Corporation) |
29.78%
Aug 2020 – Aug 2023 |
10.17%
Feb 2013 – Feb 2018 |
8.61%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart