Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWSCF (Sienna Senior Living Inc) | 3.92% | 17.06% | 27.76% | 9.21% | 7.73% | 8.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSCF (Sienna Senior Living Inc) | 06/11/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 17.06 | 27.76 | 9.21 | 7.73 | 8.66 | NA | … | … | 3.92 | 43.67 | 32.29 | 20.00 | -29.06 | 15.24 | -14.55 | 27.00 | -14.57 | 22.91 | 10.54 | 4.56 | 18.23 | -8.14 | 24.22 | 9.33 | 26.59 |
| Sharpe Ratio | NA | 0.96 | 1.02 | 0.26 | 0.21 | NA | NA | … | … | 0.47 | 1.44 | 1.11 | 0.65 | -1.18 | 0.59 | -0.24 | 1.81 | -0.97 | 1.56 | 0.47 | 0.21 | 1.34 | -0.43 | 1.79 | 0.51 | 2.59 |
| Standard Deviation(%) | NA | 20.72 | 25.13 | 26.03 | 28.83 | NA | NA | … | … | 19.67 | 28.40 | 25.92 | 25.42 | 25.92 | 25.89 | 61.82 | 14.13 | 16.49 | 14.32 | 22.18 | 21.56 | 13.62 | 18.87 | 13.65 | 18.14 | 20.23 |
| Draw Down(%) | NA | 11.34 | 18.35 | 36.68 | 57.50 | NA | NA | … | … | 11.34 | 8.68 | 12.47 | 17.77 | 33.68 | 20.52 | 56.79 | 10.66 | 17.75 | 7.47 | 15.44 | 15.68 | 7.76 | 20.91 | 8.46 | 18.67 | 5.58 |
| Yield(%) | 0.36 | 4.56 | 6.81 | 4.83 | 5.15 | 6.38 | 6.52 | … | … | 1.89 | 5.12 | 5.85 | 8.79 | 6.17 | 7.64 | 5.00 | 6.21 | 4.95 | 5.38 | 6.05 | 5.49 | 7.89 | 6.67 | 7.22 | 7.87 | 5.52 |
Data as of 06/04/2026, Common starting date is 06/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSCF (Sienna Senior Living Inc) |
-15.74%
Jun 2017 – Jun 2020 |
-6.83%
May 2015 – May 2020 |
1.55%
Mar 2013 – Mar 2023 |
8.65%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSCF (Sienna Senior Living Inc) |
35.29%
Apr 2023 – Apr 2026 |
22.33%
Jun 2020 – Jun 2025 |
10.26%
Feb 2016 – Feb 2026 |
9.83%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart