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
LITS NA -67.83% -49.39% -56.89% -28.63% -28.67% -34.40%
Data as of 06/10/2026, Common starting date is 12/18/2003
More Performance Analytics Comparison
Name Start Date End Date
LITS 12/18/2003 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -67.83 -49.39 -56.89 -28.63 -28.67 -34.40
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 7.94 10.94 12.59 9.26 2.40
Data as of 06/10/2026, Common starting date is 12/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LITS (LITS) -69.69%
Aug 2007 – Aug 2010
-59.32%
Aug 2005 – Aug 2010
-43.89%
Feb 2006 – Feb 2016
-35.54%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LITS (LITS) 40.02%
Sep 2015 – Sep 2018
26.45%
Feb 2016 – Feb 2021
-5.28%
Aug 2010 – Aug 2020
-16.50%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return