Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSXMK (Liberty Media Corporation Series C Liberty SiriusXM Common Stock) | NA | -2.37% | -15.13% | -11.18% | 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 |
|---|---|---|
| LSXMK (Liberty Media Corporation Series C 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 (%) | -4.78 | -2.37 | -15.13 | -11.18 | NA | NA | NA | … | … | -22.55 | -5.02 | -22.56 | 16.87 | -27.56 | 30.20 | -6.77 | 16.92 | 12.98 |
| Sharpe Ratio | NA | -0.28 | -0.63 | -0.35 | NA | NA | NA | … | … | -1.26 | -0.27 | -0.95 | 0.68 | -0.44 | 1.66 | -0.32 | 0.75 | 0.83 |
| Standard Deviation(%) | NA | 26.68 | 27.98 | 36.98 | NA | NA | NA | … | … | 27.53 | 32.25 | 25.45 | 24.64 | 62.91 | 17.35 | 25.60 | 21.67 | 22.43 |
| Draw Down(%) | NA | 34.70 | 54.25 | 61.01 | NA | NA | NA | … | … | 34.70 | 39.35 | 33.40 | 15.43 | 61.01 | 14.45 | 27.04 | 15.20 | 10.73 |
| Yield(%) | 0.00 | 0.00 | 0.23 | 0.12 | 0.08 | 0.06 | 0.04 | … | … | 0.00 | 0.00 | 0.63 | 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 |
|---|---|---|---|---|
| LSXMK (Liberty Media Corporation Series C Liberty SiriusXM Common Stock) |
-15.20%
Jul 2017 – Jul 2020 |
-13.36%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSXMK (Liberty Media Corporation Series C Liberty SiriusXM Common Stock) |
12.38%
Dec 2016 – Dec 2019 |
3.79%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart