Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYOPF (Lycopodium Limited) | NA | -9.38% | 31.00% | 62.83% | 35.81% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYOPF (Lycopodium Limited) | 10/17/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.38 | 31.00 | 62.83 | 35.81 | NA | NA | … | … | -9.91 | 43.26 | 74.17 | 15.47 | 341.03 | 15.77 | 13.12 | 28.09 | 15.74 | 7.53 | -43.77 | 0.00 |
| Sharpe Ratio | NA | -0.73 | 0.81 | 0.87 | 0.68 | NA | NA | … | … | -0.82 | 1.25 | 1.51 | 0.86 | 2.35 | 1.33 | 0.94 | 1.49 | 1.47 | 1.19 | -1.26 | 0.00 |
| Standard Deviation(%) | NA | 17.09 | 34.17 | 69.89 | 50.15 | NA | NA | … | … | 19.91 | 31.64 | 47.07 | 16.36 | 145.34 | 11.60 | 12.33 | 17.96 | 10.34 | 6.14 | 34.68 | NA |
| Draw Down(%) | NA | 15.32 | 15.32 | 17.73 | 17.73 | NA | NA | … | … | 15.32 | 2.97 | 1.83 | 10.28 | 10.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 43.77 | 0.00 |
| Yield(%) | 2.22 | 5.46 | 12.52 | 44.69 | 26.42 | 11.04 | 8.28 | … | … | 5.43 | 8.20 | 13.51 | 8.93 | 17.48 | 13.99 | 11.60 | 24.12 | 15.16 | 7.46 | 0.84 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYOPF (Lycopodium Limited) |
-11.22%
Nov 2014 – Nov 2017 |
0.28%
Nov 2014 – Nov 2019 |
31.03%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYOPF (Lycopodium Limited) |
107.00%
Sep 2020 – Sep 2023 |
71.21%
Oct 2019 – Oct 2024 |
35.18%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart