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
LGN (Legence Corp. Class A Common stock) NA 44.70% -6.28% 29.44% -4.20% NA NA
Data as of 12/05/2014, Common starting date is 01/30/2003
More Performance Analytics Comparison
Name Start Date End Date
LGN (Legence Corp. Class A Common stock) 01/30/2003 12/05/2014
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 44.70 -6.28 29.44 -4.20 NA 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 12/05/2014, Common starting date is 01/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGN (Legence Corp. Class A Common stock) -77.37%
Sep 2010 – Sep 2013
-62.39%
Aug 2008 – Aug 2013
-41.59%
Sep 2003 – Sep 2013
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGN (Legence Corp. Class A Common stock) 73.82%
Nov 2009 – Nov 2012
20.47%
Nov 2009 – Nov 2014
1.90%
Apr 2003 – Apr 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return