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
LPIX NA 72.22% 321.39% 99.89% 40.97% 6.04% NA
Data as of 06/08/2026, Common starting date is 05/07/2009
More Performance Analytics Comparison
Name Start Date End Date
LPIX 05/07/2009 06/08/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 72.22 321.39 99.89 40.97 6.04 NA
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 06/08/2026, Common starting date is 05/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LPIX (LPIX) -75.74%
Mar 2021 – Mar 2024
-70.68%
Aug 2011 – Aug 2016
-40.17%
May 2011 – May 2021
-11.42%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LPIX (LPIX) 442.88%
Nov 2013 – Nov 2016
236.59%
Apr 2020 – Apr 2025
66.12%
Nov 2013 – Nov 2023
-4.14%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return