Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) | 2.80% | 4.90% | 13.00% | 3.88% | NA | NA | NA | -0.98% |
Data as of 07/01/2025, AR inception is 08/24/2018
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) | 08/24/2018 | 07/01/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.15 | 4.90 | 13.00 | 3.88 | NA | NA | NA | -0.98 | 2.80 | 6.67 | 7.14 | 0.69 | 82.95 | -51.11 | -4.00 | -7.20 |
Sharpe Ratio | NA | 0.31 | 0.23 | 0.35 | NA | NA | NA | -0.06 | 0.83 | 0.01 | 0.07 | -0.02 | 0.59 | -0.73 | -0.28 | -1.24 |
Standard Deviation(%) | NA | 5.36 | 31.66 | 41.58 | NA | NA | NA | 44.39 | 3.37 | 7.07 | 39.15 | 39.72 | 67.94 | 133.91 | 19.12 | 16.80 |
Draw Down(%) | NA | 2.55 | 22.22 | 45.72 | NA | NA | NA | 60.97 | 1.12 | 4.02 | 22.22 | 29.75 | 43.47 | 56.72 | 28.18 | 12.41 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.18 | 0.79 | 0.59 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.22 | 7.76 | 2.71 |
Data as of 07/01/2025, AR inception is 08/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) |
-14.34%
Jul 2019 - Jul 2022 |
-3.35%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LTSK (Ladenburg Thalmann Financial Services Inc 7.25% Senior Notes due 2028) |
25.44%
Dec 2020 - Dec 2023 |
-0.25%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart