Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCOW | 3.18% | 16.02% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/07/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCOW | 05/07/2025 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.20 | 16.02 | NA | NA | NA | NA | NA | … | … | 3.18 | 20.47 |
| Sharpe Ratio | NA | 1.29 | NA | NA | NA | NA | NA | … | … | 0.60 | 2.67 |
| Standard Deviation(%) | NA | 12.30 | NA | NA | NA | NA | NA | … | … | 14.09 | 11.36 |
| Draw Down(%) | NA | 10.34 | NA | NA | NA | NA | NA | … | … | 10.34 | 4.80 |
| Yield(%) | 0.15 | 0.75 | 0.28 | 0.17 | 0.08 | 0.06 | 0.04 | … | … | 0.27 | 0.51 |
Data as of 06/10/2026, Common starting date is 05/07/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCOW (LCOW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCOW (LCOW) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart