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
FWONA (Formula One Group) -9.44% -8.86% 8.68% 16.00% 15.40% NA NA
Data as of 06/05/2026, Common starting date is 01/10/2013
More Performance Analytics Comparison
Name Start Date End Date
FWONA (Formula One Group) 01/10/2013 06/05/2026
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
Annualized Return (%) -3.62 -8.86 8.68 16.00 15.40 NA NA -9.44 5.33 46.50 8.52 -9.96 56.20 -13.23 47.31 -9.17 4.37 13.74 11.28 -8.75 34.57
Sharpe Ratio NA -0.28 0.29 0.53 0.44 NA NA -0.63 0.09 1.70 0.15 -0.36 2.29 -0.22 0.93 -0.98 -0.52 -0.43 -0.36 -1.37 0.89
Standard Deviation(%) NA 23.20 25.91 26.99 32.68 NA NA 26.55 26.54 23.67 28.38 31.36 24.52 60.34 26.00 31.49 28.49 46.80 20.17 19.90 18.63
Draw Down(%) NA 24.99 25.71 25.71 60.76 NA NA 17.22 25.71 11.65 22.58 23.77 12.57 60.76 9.21 27.51 18.03 35.24 13.80 16.59 9.17
Yield(%) 0.00 0.00 0.64 0.63 0.63 0.41 0.31 0.00 0.00 0.00 2.36 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 01/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWONA (Formula One Group) -7.57%
Mar 2017 – Mar 2020
6.31%
Mar 2015 – Mar 2020
14.67%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWONA (Formula One Group) 39.88%
Sep 2014 – Sep 2017
27.56%
Jun 2020 – Jun 2025
19.88%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return