Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBTYK (Liberty Global Ltd.) | 2.63% | 14.79% | -12.94% | -15.70% | -11.07% | -3.41% | 0.54% | … | … |
Data as of 06/03/2026, Common starting date is 08/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBTYK (Liberty Global Ltd.) | 08/30/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.66 | 14.79 | -12.94 | -15.70 | -11.07 | -3.41 | 0.54 | … | … | 2.63 | -16.29 | -30.74 | -4.07 | -30.83 | 18.77 | 8.49 | 5.62 | -39.01 | 13.94 | -16.03 | -9.42 | 14.58 | 43.56 | 48.65 | 16.57 | 55.15 | 44.05 | -58.55 | 30.65 | 32.09 | -13.43 |
| Sharpe Ratio | NA | 0.68 | -0.29 | -0.41 | -0.31 | NA | NA | … | … | 0.65 | -0.63 | -0.53 | -0.28 | -1.00 | 0.75 | 0.18 | 0.15 | -1.26 | 0.55 | -0.46 | -0.41 | 0.71 | 2.09 | 2.57 | 0.48 | 1.96 | 0.77 | -0.96 | 1.21 | 1.47 | -1.27 |
| Standard Deviation(%) | NA | 30.54 | 48.60 | 41.97 | 37.82 | NA | NA | … | … | 37.01 | 30.66 | 71.09 | 30.08 | 32.29 | 24.91 | 45.27 | 28.56 | 32.02 | 24.31 | 35.22 | 23.02 | 20.48 | 20.83 | 19.11 | 34.38 | 28.08 | 57.24 | 61.71 | 23.01 | 19.72 | 29.46 |
| Draw Down(%) | NA | 15.90 | 57.87 | 68.97 | 74.80 | NA | NA | … | … | 12.23 | 31.37 | 51.36 | 27.37 | 43.02 | 11.32 | 32.34 | 25.48 | 46.73 | 23.97 | 25.61 | 26.01 | 14.01 | 12.47 | 12.00 | 28.90 | 21.55 | 49.59 | 72.15 | 21.32 | 17.27 | 20.53 |
| 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 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBTYK (Liberty Global Ltd.) |
-27.01%
May 2022 – May 2025 |
-19.08%
Mar 2015 – Mar 2020 |
-14.78%
May 2015 – May 2025 |
-3.77%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBTYK (Liberty Global Ltd.) |
59.12%
Feb 2009 – Feb 2012 |
48.05%
Feb 2009 – Feb 2014 |
16.72%
Feb 2009 – Feb 2019 |
8.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart