Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUEIX (Martin Currie Int’l Unconstrained Equity) | NA | -36.26% | -0.16% | 1.65% | NA | NA | NA | … | … |
Data as of 10/17/2022, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUEIX (Martin Currie Int’l Unconstrained Equity) | 12/01/2015 | 10/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | -36.26 | -0.16 | 1.65 | NA | NA | NA | … | … | -38.54 | 8.74 | 26.76 | 32.43 | -11.42 | 28.48 | -1.69 | -3.09 |
| Sharpe Ratio | NA | -1.31 | -0.02 | 0.04 | NA | NA | NA | … | … | -1.54 | 0.50 | 0.87 | 2.41 | -0.92 | 3.70 | -0.12 | -2.51 |
| Standard Deviation(%) | NA | 28.24 | 25.60 | 21.50 | NA | NA | NA | … | … | 30.58 | 17.58 | 30.52 | 12.85 | 13.84 | 7.57 | 15.81 | 12.56 |
| Draw Down(%) | NA | 42.03 | 42.66 | 42.66 | NA | NA | NA | … | … | 40.80 | 13.00 | 28.15 | 9.95 | 18.36 | 3.19 | 10.14 | 3.78 |
| Yield(%) | 0.00 | 5.51 | 3.05 | 2.88 | 1.90 | 1.27 | 0.95 | … | … | 0.00 | 6.09 | 0.18 | 0.49 | 2.33 | 3.31 | 2.14 | 0.00 |
Data as of 10/17/2022, Common starting date is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUEIX (Martin Currie Int'l Unconstrained Equity) |
-0.22%
Sep 2019 – Sep 2022 |
1.59%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUEIX (Martin Currie Int'l Unconstrained Equity) |
25.10%
Dec 2018 – Dec 2021 |
17.38%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart