Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUCIX (Legal & General U.S. Credit Fund Institutional Class) | NA | 4.68% | NA | NA | NA | NA | NA | -5.22% |
Data as of 02/16/2024, AR inception is 12/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUCIX (Legal & General U.S. Credit Fund Institutional Class) | 12/20/2021 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 4.68 | NA | NA | NA | NA | NA | -5.22 | -2.12 | 7.98 | -15.13 | 0.16 |
| Sharpe Ratio | NA | 0.05 | NA | NA | NA | NA | NA | -0.95 | -2.73 | 0.50 | -1.90 | 1.21 |
| Standard Deviation(%) | NA | 7.30 | NA | NA | NA | NA | NA | 8.08 | 6.88 | 7.58 | 8.74 | 4.26 |
| Draw Down(%) | NA | 6.54 | NA | NA | NA | NA | NA | 20.10 | 2.90 | 6.77 | 20.10 | 0.34 |
| Yield(%) | 0.00 | 3.73 | 1.89 | 1.14 | 0.57 | 0.38 | 0.28 | 2.84 | 0.32 | 3.68 | 2.33 | 0.06 |
Data as of 02/16/2024, AR inception is 12/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUCIX (Legal & General U.S. Credit Fund Institutional Class) |
0.00%
NA |
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 |
|---|---|---|---|---|
| LUCIX (Legal & General U.S. Credit Fund Institutional Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart