Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOX (Fox Corporation) | -9.06% | 19.77% | 26.71% | 12.04% | 8.45% | 9.65% | 6.65% | … | … |
Data as of 06/04/2026, Common starting date is 05/21/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOX (Fox Corporation) | 05/21/1986 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 19.77 | 26.71 | 12.04 | 8.45 | 9.65 | 6.65 | … | … | -9.06 | 43.41 | 68.25 | -1.22 | -15.80 | 20.20 | -19.40 | -22.80 | 40.72 | 26.85 | 1.34 | -25.44 | 7.83 | 32.73 | 45.46 | 11.83 | 4.12 | 68.72 | -54.58 | -4.12 | 34.75 | -12.99 | -46.54 | 37.82 | -17.29 | -1.19 | -15.58 | 44.68 | 18.49 | 6.89 | -2.34 | 36.80 | -11.14 | 29.45 | 76.22 | 193.65 | -64.61 | 34.85 | -2.22 | -28.19 | 51.00 |
| Sharpe Ratio | NA | 0.47 | 0.93 | 0.33 | 0.22 | NA | NA | … | … | -0.93 | 1.39 | 3.17 | -0.21 | -0.56 | 0.62 | -0.40 | -0.71 | 1.87 | 1.07 | 0.05 | -1.08 | 0.36 | 1.47 | 2.11 | 0.33 | 0.14 | 1.37 | -0.92 | -0.30 | 1.93 | -0.87 | -0.71 | 1.42 | -0.43 | -0.09 | -0.40 | 1.34 | 0.38 | 0.15 | -0.26 | 1.13 | -0.57 | 0.97 | 2.31 | 3.22 | -1.16 | 0.89 | -0.23 | -0.45 | 2.11 |
| Standard Deviation(%) | NA | 27.47 | 25.31 | 26.23 | 30.14 | NA | NA | … | … | 29.55 | 29.36 | 20.42 | 23.09 | 30.96 | 32.48 | 48.40 | 33.96 | 21.10 | 24.52 | 24.69 | 23.64 | 21.45 | 22.24 | 21.77 | 36.31 | 29.60 | 50.17 | 60.46 | 24.14 | 16.33 | 17.50 | 67.10 | 26.11 | 42.81 | 40.66 | 49.80 | 30.93 | 39.44 | 21.71 | 22.51 | 29.00 | 25.00 | 27.91 | 31.59 | 58.49 | 60.06 | 32.31 | 30.19 | 72.18 | 43.25 |
| Draw Down(%) | NA | 26.77 | 26.77 | 32.96 | 60.21 | NA | NA | … | … | 26.77 | 18.80 | 13.16 | 19.81 | 32.71 | 21.71 | 48.26 | 40.11 | 11.05 | 22.68 | 22.02 | 30.43 | 13.78 | 12.81 | 9.08 | 26.22 | 27.53 | 45.62 | 71.98 | 18.79 | 7.38 | 21.58 | 55.24 | 22.37 | 44.32 | 43.15 | 53.69 | 28.81 | 37.52 | 21.14 | 21.35 | 23.23 | 23.75 | 20.44 | 11.76 | 30.77 | 69.73 | 29.30 | 28.90 | 63.38 | 29.01 |
| Yield(%) | 0.00 | 1.13 | 1.80 | 1.46 | 1.50 | 2.46 | 1.76 | … | … | 0.42 | 1.19 | 1.88 | 1.80 | 1.40 | 1.65 | 1.26 | 0.97 | 0.51 | 1.29 | 1.24 | 0.82 | 1.07 | 0.83 | 0.91 | 1.03 | 0.92 | 1.18 | 0.58 | 0.45 | 0.61 | 0.52 | 0.48 | 0.24 | 0.17 | 0.18 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/21/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOX (Fox Corporation) |
-31.50%
Sep 1987 – Sep 1990 |
-29.68%
Feb 2004 – Feb 2009 |
-13.74%
Feb 1999 – Feb 2009 |
-7.01%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOX (Fox Corporation) |
104.29%
Oct 1990 – Oct 1993 |
53.33%
Oct 1990 – Oct 1995 |
33.61%
Oct 1990 – Oct 2000 |
15.63%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison Chart