Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSXMB (Liberty Media Corporation Series B Liberty SiriusXM Common Stock) | NA | -3.06% | -24.40% | -11.60% | NA | NA | NA | … | … |
Data as of 09/10/2024, Common starting date is 04/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSXMB (Liberty Media Corporation Series B Liberty SiriusXM Common Stock) | 04/21/2016 | 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 (%) | -5.82 | -3.06 | -24.40 | -11.60 | NA | NA | NA | … | … | -21.79 | -26.26 | -23.75 | 16.49 | -12.52 | 35.46 | -19.28 | 27.36 | 4.52 |
| Sharpe Ratio | NA | -0.23 | -0.73 | -0.29 | NA | NA | NA | … | … | -0.96 | -0.69 | -0.88 | 0.51 | -0.17 | 1.54 | -0.49 | 0.83 | 0.21 |
| Standard Deviation(%) | NA | 34.50 | 37.19 | 46.55 | NA | NA | NA | … | … | 35.54 | 44.83 | 28.71 | 47.26 | 74.89 | 22.16 | 41.85 | 32.26 | 29.41 |
| Draw Down(%) | NA | 34.38 | 64.41 | 64.41 | NA | NA | NA | … | … | 34.38 | 46.76 | 29.68 | 18.12 | 52.68 | 14.46 | 29.20 | 14.98 | 15.88 |
| 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 04/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSXMB (Liberty Media Corporation Series B Liberty SiriusXM Common Stock) |
-24.10%
Jun 2021 – Jun 2024 |
-11.91%
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 |
|---|---|---|---|---|
| LSXMB (Liberty Media Corporation Series B Liberty SiriusXM Common Stock) |
11.90%
Dec 2018 – Dec 2021 |
9.11%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart