Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPE (Expedia Group, Inc.) | -19.30% | 35.12% | 29.19% | 6.10% | 8.12% | 17.57% | 16.54% | … | … |
Data as of 06/04/2026, Common starting date is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPE (Expedia Group, Inc.) | 07/20/2005 | 06/04/2026 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 35.12 | 29.19 | 6.10 | 8.12 | 17.57 | 16.54 | … | … | -19.30 | 53.27 | 22.76 | 73.28 | -51.53 | 36.50 | 22.89 | -2.90 | -4.96 | 6.66 | -8.05 | 46.75 | 23.54 | 14.49 | 113.73 | 42.43 | -1.22 | 212.26 | -73.94 | 50.73 | -12.43 | 0.13 |
| Sharpe Ratio | NA | 0.75 | 0.67 | 0.06 | 0.14 | NA | NA | … | … | -0.80 | 1.10 | 0.50 | 1.66 | -1.01 | 0.91 | 0.32 | -0.12 | -0.20 | 0.23 | -0.27 | 1.27 | 0.77 | 0.31 | 2.63 | 0.95 | -0.04 | 3.43 | -1.14 | 1.56 | -0.35 | -0.07 |
| Standard Deviation(%) | NA | 46.27 | 45.01 | 45.76 | 44.20 | NA | NA | … | … | 55.67 | 46.10 | 38.55 | 42.38 | 52.46 | 40.03 | 70.76 | 37.92 | 31.73 | 26.55 | 30.94 | 36.86 | 30.61 | 46.76 | 43.65 | 44.47 | 35.14 | 61.93 | 65.49 | 30.63 | 45.45 | 31.40 |
| Draw Down(%) | NA | 37.44 | 37.44 | 60.86 | 70.51 | NA | NA | … | … | 37.44 | 33.70 | 31.35 | 26.58 | 60.86 | 25.63 | 62.69 | 31.94 | 24.37 | 26.29 | 26.36 | 14.55 | 16.18 | 32.01 | 13.68 | 27.85 | 28.84 | 35.86 | 80.87 | 21.27 | 50.40 | 24.64 |
| Yield(%) | 0.21 | 1.04 | 0.80 | 0.30 | 0.65 | 6.68 | 9.42 | … | … | 0.34 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 1.18 | 1.02 | 1.03 | 0.83 | 0.98 | 0.95 | 0.89 | 1.48 | 66.09 | 1.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPE (Expedia Group, Inc.) |
-30.38%
Nov 2005 – Nov 2008 |
-8.89%
Mar 2015 – Mar 2020 |
4.33%
Dec 2012 – Dec 2022 |
9.19%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPE (Expedia Group, Inc.) |
74.64%
Feb 2009 – Feb 2012 |
65.79%
Feb 2009 – Feb 2014 |
35.30%
Feb 2009 – Feb 2019 |
23.89%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart