Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPPSY (LPP SA) | NA | 4.25% | 28.37% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPPSY (LPP SA) | 10/22/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.25 | 28.37 | NA | NA | NA | NA | … | … | 2.19 | 4.68 | 97.73 | -45.71 | 13.55 |
| Sharpe Ratio | NA | 0.41 | 0.95 | NA | NA | NA | NA | … | … | 0.00 | 0.38 | 2.11 | -0.85 | 3.26 |
| Standard Deviation(%) | NA | 2.95 | 26.15 | NA | NA | NA | NA | … | … | 2.54 | 2.77 | 45.19 | 55.84 | 29.13 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 46.76 | 0.00 |
| Yield(%) | 0.00 | 4.12 | 5.31 | 2.36 | 1.18 | 0.79 | 0.59 | … | … | 2.14 | 3.74 | 4.84 | 1.93 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPPSY (LPP SA) |
3.96%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| LPPSY (LPP SA) |
28.37%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart