Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUISX (Martin Currie Int’l Unconstrained Equity) | NA | -36.35% | 0.24% | 2.29% | NA | NA | NA | … | … |
Data as of 10/28/2022, Common starting date is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUISX (Martin Currie Int’l Unconstrained Equity) | 12/01/2015 | 10/28/2022 |
| 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 (%) | 2.78 | -36.35 | 0.24 | 2.29 | NA | NA | NA | … | … | -36.52 | 8.85 | 26.93 | 32.56 | -11.35 | 28.47 | -1.75 | -2.99 |
| Sharpe Ratio | NA | -1.30 | -0.01 | 0.07 | NA | NA | NA | … | … | -1.43 | 0.50 | 0.87 | 2.44 | -0.92 | 3.67 | -0.12 | -2.46 |
| Standard Deviation(%) | NA | 28.54 | 25.70 | 21.60 | NA | NA | NA | … | … | 30.39 | 17.63 | 30.57 | 12.77 | 13.82 | 7.63 | 15.77 | 12.44 |
| Draw Down(%) | NA | 41.94 | 42.54 | 42.54 | NA | NA | NA | … | … | 40.71 | 12.93 | 28.15 | 9.88 | 18.37 | 3.19 | 10.14 | 3.78 |
| Yield(%) | 0.00 | 5.32 | 3.00 | 2.91 | 1.92 | 1.28 | 0.96 | … | … | 0.00 | 6.09 | 0.19 | 0.51 | 2.41 | 3.41 | 2.17 | 0.00 |
Data as of 10/28/2022, 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 |
|---|---|---|---|---|
| LUISX (Martin Currie Int'l Unconstrained Equity) |
-0.13%
Sep 2019 – Sep 2022 |
1.68%
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 |
|---|---|---|---|---|
| LUISX (Martin Currie Int'l Unconstrained Equity) |
25.23%
Dec 2018 – Dec 2021 |
17.47%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart