Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSEGY | -0.68% | -20.02% | 4.48% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSEGY | 03/06/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.70 | -20.02 | 4.48 | NA | NA | NA | NA | … | … | -0.68 | -13.27 | 20.60 | 33.57 |
| Sharpe Ratio | NA | -0.61 | 0.11 | NA | NA | NA | NA | … | … | 0.15 | -0.56 | 1.12 | 2.19 |
| Standard Deviation(%) | NA | 33.46 | 24.80 | NA | NA | NA | NA | … | … | 38.78 | 29.03 | 15.15 | 17.59 |
| Draw Down(%) | NA | 35.96 | 36.96 | NA | NA | NA | NA | … | … | 20.91 | 30.02 | 9.34 | 12.22 |
| Yield(%) | 0.00 | 1.32 | 1.57 | 1.34 | 0.67 | 0.45 | 0.33 | … | … | 1.16 | 1.23 | 1.31 | 1.52 |
Data as of 06/10/2026, Common starting date is 03/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSEGY (LSEGY) |
5.48%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| LSEGY (LSEGY) |
8.56%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart