Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTSL (Ladenburg Thalmann Financial Services Inc. 6.50% NT 27) | 5.00% | 7.42% | 11.62% | 4.90% | NA | NA | NA | 0.29% |
Data as of 07/01/2025, AR inception is 11/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTSL (Ladenburg Thalmann Financial Services Inc. 6.50% NT 27) | 11/29/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 7.42 | 11.62 | 4.90 | NA | NA | NA | 0.29 | 5.00 | 6.67 | 7.14 | 2.04 | 59.53 | -43.91 | -7.01 | -13.38 | 1.35 |
| Sharpe Ratio | NA | 0.28 | 0.26 | 0.24 | NA | NA | NA | -0.04 | 0.46 | 0.01 | 0.09 | 0.02 | 0.33 | -0.71 | -0.39 | -1.14 | 1.72 |
| Standard Deviation(%) | NA | 13.77 | 30.50 | 50.03 | NA | NA | NA | 47.76 | 9.62 | 13.72 | 30.94 | 43.92 | 90.32 | 133.19 | 21.62 | 12.85 | 9.66 |
| Draw Down(%) | NA | 6.90 | 20.55 | 54.84 | NA | NA | NA | 56.32 | 4.66 | 6.90 | 18.67 | 31.51 | 54.84 | 51.29 | 28.71 | 19.93 | 2.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.57 | 1.05 | 0.79 | 2.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.09 | 7.42 | 6.60 | 0.74 |
Data as of 07/01/2025, AR inception is 11/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSL (Ladenburg Thalmann Financial Services Inc. 6.50% NT 27) |
-20.63%
Sep 2018 - Sep 2021 |
-3.12%
Oct 2018 - Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTSL (Ladenburg Thalmann Financial Services Inc. 6.50% NT 27) |
23.15%
Sep 2021 - Sep 2024 |
0.15%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart