Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBTYA (Liberty Global Ltd.) | 4.40% | 21.27% | -10.61% | -15.39% | -10.25% | -2.96% | 0.90% | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBTYA (Liberty Global Ltd.) | 06/03/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.75 | 21.27 | -10.61 | -15.39 | -10.25 | -2.96 | 0.90 | … | … | 4.40 | -13.01 | -28.19 | -6.13 | -31.76 | 14.53 | 6.51 | 6.56 | -40.46 | 17.16 | -18.76 | -15.63 | 10.41 | 41.36 | 53.45 | 15.97 | 61.63 | 37.50 | -59.38 | 34.44 | 29.56 | -5.67 | 24.66 |
| Sharpe Ratio | NA | 0.90 | -0.24 | -0.40 | -0.28 | NA | NA | … | … | 0.78 | -0.55 | -0.51 | -0.34 | -1.00 | 0.57 | 0.14 | 0.18 | -1.28 | 0.65 | -0.50 | -0.58 | 0.47 | 1.97 | 2.80 | 0.46 | 2.11 | 0.62 | -0.91 | 1.32 | 1.31 | -0.35 | 1.88 |
| Standard Deviation(%) | NA | 30.92 | 49.54 | 42.82 | 38.63 | NA | NA | … | … | 38.73 | 29.48 | 73.01 | 30.67 | 33.21 | 25.32 | 45.14 | 29.14 | 32.76 | 25.36 | 37.67 | 27.08 | 21.92 | 20.96 | 19.24 | 34.65 | 29.18 | 60.16 | 65.80 | 23.87 | 20.10 | 22.54 | 24.03 |
| Draw Down(%) | NA | 14.31 | 57.79 | 69.83 | 76.41 | NA | NA | … | … | 12.51 | 30.79 | 50.35 | 31.00 | 46.22 | 12.29 | 31.49 | 24.09 | 47.31 | 23.39 | 28.32 | 33.55 | 16.29 | 12.68 | 12.37 | 29.01 | 21.26 | 52.22 | 74.44 | 22.04 | 18.44 | 19.68 | 21.40 |
| 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 | 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 | 54.62 | 4.61 |
Data as of 06/04/2026, Common starting date is 06/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBTYA (Liberty Global Ltd.) |
-26.57%
May 2022 – May 2025 |
-17.21%
Mar 2015 – Mar 2020 |
-14.74%
May 2015 – May 2025 |
-3.45%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBTYA (Liberty Global Ltd.) |
59.92%
Feb 2009 – Feb 2012 |
47.80%
Feb 2009 – Feb 2014 |
17.94%
May 2005 – May 2015 |
9.56%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart