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
LTS (Ladenburg Thalmann Financial Services Inc) NA 21.91% 17.31% -1.54% 14.25% 15.77% 1.36%
Data as of 02/14/2020, Common starting date is 08/26/1999
More Performance Analytics Comparison
Name Start Date End Date
LTS (Ladenburg Thalmann Financial Services Inc) 08/26/1999 02/14/2020
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 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) -0.29 21.91 17.31 -1.54 14.25 15.77 1.36 0.29 51.81 -25.18 29.51 -11.59 -30.13 26.20 123.57 -43.55 111.97 82.81 -11.11 -66.04 73.77 165.22 -20.69 3.57 522.22 -89.66 -56.50 -27.27 -29.03
Sharpe Ratio NA 0.37 0.33 -0.05 0.25 NA NA 0.20 0.86 -0.55 0.67 -0.22 -0.73 0.60 2.73 -0.93 1.70 0.96 -0.11 -0.53 0.95 1.92 -0.24 0.02 2.69 -0.64 -0.58 -0.44 -0.63
Standard Deviation(%) NA 55.20 49.03 48.99 54.07 NA NA 6.42 58.44 47.85 43.25 53.31 41.04 43.61 45.21 47.18 65.91 86.20 104.44 125.94 74.56 84.68 96.43 118.01 194.19 142.81 101.87 71.33 104.31
Draw Down(%) NA 53.15 53.15 58.79 63.15 NA NA 1.44 53.15 41.83 23.38 41.01 50.12 26.07 19.30 55.00 31.52 50.92 57.89 72.34 53.80 54.97 48.19 79.41 58.33 91.00 77.78 42.86 37.98
Yield(%) 0.00 1.72 1.42 0.49 1.00 1.58 0.17 0.00 2.12 1.45 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 02/14/2020, Common starting date is 08/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LTS (Ladenburg Thalmann Financial Services Inc) -73.22%
Mar 2000 – Mar 2003
-32.94%
Feb 2000 – Feb 2005
-14.63%
Nov 1999 – Nov 2009
-1.45%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LTS (Ladenburg Thalmann Financial Services Inc) 188.45%
Mar 2003 – Mar 2006
98.95%
Mar 2003 – Mar 2008
39.38%
Mar 2003 – Mar 2013
30.57%
Mar 2003 – Mar 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return