Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LYOPF (Lycopodium Limited) | -14.69% | -11.30% | 32.05% | 62.89% | 35.35% | NA | NA | 29.23% |
Data as of 08/01/2025, AR inception is 10/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYOPF (Lycopodium Limited) | 10/17/2014 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.30 | 32.05 | 62.89 | 35.35 | NA | NA | 29.23 | -14.69 | 47.34 | 72.90 | 15.47 | 341.03 | 15.77 | 13.12 | 28.09 | 15.74 | 7.53 | -43.77 | 0.00 |
| Sharpe Ratio | NA | -0.82 | 0.84 | 0.87 | 0.68 | NA | NA | 0.52 | -1.23 | 1.38 | 1.49 | 0.86 | 2.35 | 1.33 | 0.94 | 1.49 | 1.47 | 1.19 | -1.26 | 0.00 |
| Standard Deviation(%) | NA | 17.60 | 34.27 | 69.89 | 50.14 | NA | NA | 49.37 | 21.95 | 31.74 | 46.99 | 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 | 43.77 | 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(%) | 0.00 | 6.77 | 12.81 | 41.13 | 24.52 | 10.25 | 7.69 | 15.37 | 0.74 | 11.96 | 12.65 | 8.93 | 17.48 | 13.99 | 11.60 | 24.12 | 15.16 | 7.46 | 0.84 | 0.00 |
Data as of 08/01/2025, AR inception 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 |
31.30%
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) |
106.50%
Sep 2020 - Sep 2023 |
71.92%
Oct 2019 - Oct 2024 |
35.35%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart