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
LNWO NA -6.71% 8.75% 3.15% 24.41% 16.41% 4.77%
Data as of 06/10/2026, Common starting date is 08/23/1984
More Performance Analytics Comparison
Name Start Date End Date
LNWO 08/23/1984 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -6.71 8.75 3.15 24.41 16.41 4.77
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 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 08/23/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNWO (LNWO) -63.56%
Sep 1993 – Sep 1996
-42.78%
Oct 1993 – Oct 1998
-15.54%
Jan 2006 – Jan 2016
-5.57%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNWO (LNWO) 184.91%
Oct 1990 – Oct 1993
74.04%
Mar 2001 – Mar 2006
41.94%
May 1997 – May 2007
25.20%
Jul 1991 – Jul 2006
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return