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
IHRTB (iHeartMedia Inc) 284.62% 463.38% -15.84% -25.98% NA NA NA
Data as of 06/04/2026, Common starting date is 12/22/2020
More Performance Analytics Comparison
Name Start Date End Date
IHRTB (iHeartMedia Inc) 12/22/2020 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
Annualized Return (%) 164.90 463.38 -15.84 -25.98 NA NA NA 284.62 -51.63 0.00 -67.96 -60.55 41.75 0.00
Sharpe Ratio NA 4.15 -0.15 -0.26 NA NA NA 15.89 -0.67 -0.09 -0.43 -0.69 1.29 NA
Standard Deviation(%) NA 110.98 130.04 108.77 NA NA NA 163.41 81.71 70.04 168.92 89.49 31.93 0.00
Draw Down(%) NA 0.00 90.91 96.61 NA NA NA 0.00 71.63 45.12 86.44 60.58 16.67 0.00
Yield(%) 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 12/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IHRTB (iHeartMedia Inc) -66.51%
Apr 2022 – Apr 2025
-42.11%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IHRTB (iHeartMedia Inc) -39.17%
May 2023 – May 2026
-38.68%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return