Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSXMA (Liberty Media Corporation Series A Liberty SiriusXM Common Stock) | NA | -1.11% | -22.27% | -11.73% | NA | NA | NA | … | … |
Data as of 09/10/2024, Common starting date is 04/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSXMA (Liberty Media Corporation Series A Liberty SiriusXM Common Stock) | 04/18/2016 | 09/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.82 | -1.11 | -22.27 | -11.73 | NA | NA | NA | … | … | -22.44 | -26.89 | -22.69 | 17.74 | -10.59 | 31.36 | -7.21 | 14.89 | 10.63 |
| Sharpe Ratio | NA | -0.25 | -0.76 | -0.35 | NA | NA | NA | … | … | -1.26 | -0.70 | -0.99 | 0.72 | -0.17 | 1.72 | -0.34 | 0.65 | 0.74 |
| Standard Deviation(%) | NA | 27.15 | 33.06 | 39.03 | NA | NA | NA | … | … | 27.82 | 45.06 | 24.35 | 24.57 | 61.69 | 17.39 | 25.07 | 21.91 | 20.34 |
| Draw Down(%) | NA | 34.46 | 63.33 | 63.33 | NA | NA | NA | … | … | 34.46 | 47.22 | 33.47 | 15.60 | 54.23 | 14.11 | 26.93 | 15.00 | 11.62 |
| 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 |
Data as of 09/10/2024, Common starting date is 04/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSXMA (Liberty Media Corporation Series A Liberty SiriusXM Common Stock) |
-21.95%
Jun 2021 – Jun 2024 |
-12.45%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSXMA (Liberty Media Corporation Series A Liberty SiriusXM Common Stock) |
11.88%
Dec 2016 – Dec 2019 |
8.41%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart