Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LITS (Lite Strategy, Inc.) | NA | -59.11% | -45.13% | -55.03% | -26.40% | -26.69% | -34.06% | … | … |
Data as of 06/17/2026, Common starting date is 12/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LITS (Lite Strategy, Inc.) | 12/18/2003 | 06/17/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -59.11 | -45.13 | -55.03 | -26.40 | -26.69 | -34.06 | … | … |
| 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 | 8.14 | 10.87 | 13.78 | 11.22 | 2.14 | … | … |
Data as of 06/17/2026, Common starting date is 12/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITS (Lite Strategy, Inc.) |
-69.69%
Aug 2007 – Aug 2010 |
-59.32%
Aug 2005 – Aug 2010 |
-43.89%
Feb 2006 – Feb 2016 |
-35.54%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITS (Lite Strategy, Inc.) |
40.02%
Sep 2015 – Sep 2018 |
26.45%
Feb 2016 – Feb 2021 |
-5.28%
Aug 2010 – Aug 2020 |
-16.50%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart