Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LFRTX NA -1.07% NA NA NA NA NA
Data as of 11/13/2018, Common starting date is 07/31/2017
More Performance Analytics Comparison
Name Start Date End Date
LFRTX 07/31/2017 11/13/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017
Annualized Return (%) -3.85 -1.07 NA NA NA NA NA 2.14 1.27
Sharpe Ratio NA 1.33 NA NA NA NA NA 0.97 1.59
Standard Deviation(%) NA 1.24 NA NA NA NA NA 1.19 1.43
Draw Down(%) NA 0.44 NA NA NA NA NA 0.44 0.54
Yield(%) 0.00 3.18 1.31 0.78 0.39 0.26 0.20 2.45 1.48
Data as of 11/13/2018, Common starting date is 07/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LFRTX (LFRTX) 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
LFRTX (LFRTX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return