Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTSF (Ladenburg Thalmann Financial Services Inc. 7.00% SN NT 28) | 11.20% | 23.56% | 12.65% | 3.81% | NA | NA | NA | … | … |
Data as of 02/09/2026, Common starting date is 07/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSF (Ladenburg Thalmann Financial Services Inc. 7.00% SN NT 28) | 07/06/2018 | 02/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 23.56 | 12.65 | 3.81 | NA | NA | NA | … | … | 11.20 | 12.50 | 6.67 | 7.14 | -2.78 | 2.33 | -9.43 | -6.43 | -8.37 |
| Sharpe Ratio | NA | 0.98 | 0.36 | 0.04 | NA | NA | NA | … | … | 8.51 | 0.48 | 0.01 | 0.06 | -0.08 | 0.03 | -0.14 | -0.38 | -1.08 |
| Standard Deviation(%) | NA | 21.08 | 25.66 | 40.10 | NA | NA | NA | … | … | 19.60 | 20.25 | 7.28 | 46.93 | 52.91 | 52.20 | 99.68 | 20.56 | 16.61 |
| Draw Down(%) | NA | 12.36 | 20.00 | 48.83 | NA | NA | NA | … | … | 1.56 | 12.36 | 3.38 | 21.35 | 43.75 | 48.83 | 40.31 | 28.65 | 17.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.21 | 5.72 | 0.00 |
Data as of 02/09/2026, Common starting date is 07/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSF (Ladenburg Thalmann Financial Services Inc. 7.00% SN NT 28) |
-14.57%
Jul 2019 – Jul 2022 |
-3.47%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSF (Ladenburg Thalmann Financial Services Inc. 7.00% SN NT 28) |
16.64%
Sep 2022 – Sep 2025 |
11.46%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart