| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 12.67% | 25.87% | 48.04% | 0.04% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.03% | 13.68% | 14.58% |
| Negative volatility | 8.00% | 7.93% | 9.72% |
| Sharpe | 1.53 | 0.68 | 0.03 |
| Sortino | 3.07 | 1.17 | 0.04 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| LO Funds Emerging High Conviction R $ | -3.96% | -22.39% | -3.65% | 19.84% | 19.44% | 12.67% | |
| Equity Sector - Consumers Goods | 22.23% | 2.57% | -3.53% | 6.83% | -1.99% | 9.62% | |