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Performance Comparison
Comparison Box

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