Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRBI | 22.59% | 49.25% | 17.13% | 10.89% | 13.93% | 6.22% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRBI | 09/14/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 49.25 | 17.13 | 10.89 | 13.93 | 6.22 | NA | … | … | 22.59 | 26.43 | 1.92 | 2.50 | 2.22 | 50.54 | -25.27 | 1.87 | 54.90 | 17.88 | 42.86 | 14.75 | -21.79 | 0.00 | -44.29 | -17.65 | -4.49 | -1.11 | -10.89 | 1.00 |
| Sharpe Ratio | NA | 2.25 | 0.59 | 0.46 | 0.42 | NA | NA | … | … | 3.06 | 0.61 | -1.81 | -0.92 | 0.69 | 1.23 | -0.48 | 0.02 | 1.80 | 1.16 | 1.14 | 1.34 | -0.58 | 0.00 | -1.48 | -0.96 | -0.45 | -0.11 | -0.88 | 0.06 |
| Standard Deviation(%) | NA | 20.56 | 23.30 | 18.06 | 29.06 | NA | NA | … | … | 18.69 | 38.55 | 0.94 | 1.27 | 1.15 | 40.92 | 53.22 | 15.93 | 29.90 | 14.89 | 37.32 | 11.01 | 37.52 | NA | 30.17 | 18.45 | 10.29 | 11.29 | 13.41 | 15.72 |
| Draw Down(%) | NA | 6.06 | 28.00 | 28.00 | 49.07 | NA | NA | … | … | 3.41 | 28.00 | 0.00 | 0.00 | 0.00 | 20.24 | 49.07 | 11.65 | 0.00 | 0.00 | 16.67 | 2.62 | 30.77 | 0.00 | 44.29 | 17.65 | 5.62 | 10.53 | 10.89 | 5.94 |
| Yield(%) | 0.00 | 2.13 | 2.09 | 2.11 | 3.41 | 1.53 | 0.80 | … | … | 0.47 | 2.08 | 1.89 | 2.46 | 2.19 | 2.57 | 1.83 | 1.77 | 2.60 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRBI (LRBI) |
-27.21%
Jun 2011 – Jun 2014 |
-21.40%
Jun 2009 – Jun 2014 |
-5.29%
Oct 2007 – Oct 2017 |
0.32%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRBI (LRBI) |
37.66%
Dec 2015 – Dec 2018 |
33.79%
Feb 2015 – Feb 2020 |
17.34%
Feb 2015 – Feb 2025 |
6.22%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart