Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTSA (Ladenburg Thalmann Financial Services Inc) | NA | 29.86% | 7.72% | NA | NA | NA | NA | 20.69% |
Data as of 05/30/2024, AR inception is 03/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSA (Ladenburg Thalmann Financial Services Inc) | 03/12/2020 | 05/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 29.86 | 7.72 | NA | NA | NA | NA | 20.69 | 14.84 | 36.68 | -0.79 | 9.12 | 24.87 |
| Sharpe Ratio | NA | 0.78 | 0.13 | NA | NA | NA | NA | 0.32 | 1.32 | 0.95 | -0.05 | 0.19 | 0.33 |
| Standard Deviation(%) | NA | 33.48 | 41.28 | NA | NA | NA | NA | 55.27 | 27.33 | 34.41 | 44.70 | 46.76 | 94.62 |
| Draw Down(%) | NA | 11.87 | 42.17 | NA | NA | NA | NA | 59.47 | 5.50 | 11.87 | 30.53 | 44.69 | 59.47 |
| Yield(%) | 0.00 | 14.19 | 10.26 | 12.50 | 6.25 | 4.17 | 3.13 | 15.63 | 5.65 | 16.13 | 13.77 | 12.86 | 12.26 |
Data as of 05/30/2024, AR inception is 03/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSA (Ladenburg Thalmann Financial Services Inc) |
5.50%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSA (Ladenburg Thalmann Financial Services Inc) |
31.47%
Jul 2020 - Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart