Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBTYB (Liberty Global Ltd.) | 18.44% | 44.93% | -4.94% | -13.49% | -8.35% | 1.80% | 4.72% | … | … |
Data as of 06/05/2026, Common starting date is 06/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBTYB (Liberty Global Ltd.) | 06/09/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.45 | 44.93 | -4.94 | -13.49 | -8.35 | 1.80 | 4.72 | … | … | 18.44 | 0.82 | -29.65 | -6.26 | -32.53 | 14.85 | -75.40 | 8.29 | -40.93 | 13.04 | -22.63 | -19.87 | 11.97 | 40.54 | 52.80 | 14.80 | 63.10 | 38.75 | -59.62 | 33.49 | 29.12 | -53.61 | 20.07 |
| Sharpe Ratio | NA | 0.61 | -0.10 | -0.21 | -0.15 | NA | NA | … | … | 0.70 | -0.02 | -0.50 | -0.27 | -1.02 | 0.33 | -0.44 | -0.52 | -1.89 | -0.16 | -1.17 | -1.36 | -0.22 | 1.14 | 1.38 | -0.09 | 1.22 | 0.28 | -1.28 | 0.46 | 0.26 | -1.10 | 0.61 |
| Standard Deviation(%) | NA | 78.80 | 85.91 | 69.94 | 61.13 | NA | NA | … | … | 89.56 | 112.75 | 72.51 | 39.76 | 33.27 | 45.32 | 172.16 | 28.88 | 33.07 | 38.05 | 48.47 | 28.18 | 30.18 | 19.33 | 25.10 | 40.10 | 36.34 | 72.44 | 61.90 | 24.93 | 26.74 | 68.11 | 18.95 |
| Draw Down(%) | NA | 32.59 | 65.89 | 75.49 | 81.82 | NA | NA | … | … | 32.59 | 44.30 | 45.39 | 29.68 | 45.23 | 20.53 | 86.53 | 21.59 | 46.15 | 26.23 | 36.56 | 28.45 | 14.52 | 9.54 | 10.82 | 22.61 | 21.02 | 50.60 | 73.75 | 21.58 | 16.19 | 58.50 | 15.45 |
| 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 | 101.59 | 12.55 |
Data as of 06/05/2026, Common starting date is 06/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBTYB (Liberty Global Ltd.) |
-26.83%
Dec 2021 – Dec 2024 |
-17.89%
Mar 2015 – Mar 2020 |
-15.19%
May 2015 – May 2025 |
1.25%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBTYB (Liberty Global Ltd.) |
203.77%
Sep 2004 – Sep 2007 |
72.64%
Aug 2004 – Aug 2009 |
60.64%
Aug 2004 – Aug 2014 |
33.51%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison Chart