Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWSAL (News Corporation) | NA | 0.75% | 22.03% | 17.79% | 8.18% | NA | NA | … | … |
Data as of 09/15/2025, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWSAL (News Corporation) | 09/18/2013 | 09/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 0.75 | 22.03 | 17.79 | 8.18 | NA | NA | … | … | 0.75 | 76.31 | 1.31 | 24.01 | 1.62 | -8.58 | 1.45 | 1.43 | 1.46 | 1.40 | -6.01 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -4.37 | 0.57 | 0.59 | 0.35 | NA | NA | … | … | -3.07 | 1.31 | -2.56 | 1.17 | 1.39 | -0.83 | -0.03 | 0.05 | 0.78 | 1.21 | -0.87 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.53 | 32.46 | 26.36 | 18.92 | NA | NA | … | … | 0.63 | 55.41 | 0.92 | 19.45 | 1.14 | 10.58 | 1.01 | 1.01 | 1.02 | 0.98 | 6.94 | NA | NA |
| Draw Down(%) | NA | 0.00 | 5.23 | 5.23 | 10.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 5.23 | 0.00 | 10.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.67 | 0.00 | 0.00 |
| Yield(%) | 0.37 | 0.75 | 1.31 | 1.75 | 1.43 | 0.93 | 0.70 | … | … | 0.75 | 1.30 | 1.30 | 1.59 | 1.59 | 1.43 | 1.44 | 1.43 | 1.45 | 1.40 | 0.66 | 0.00 | 0.00 |
Data as of 09/15/2025, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSAL (News Corporation) |
-2.04%
Jul 2017 – Jul 2020 |
-0.67%
Jul 2015 – Jul 2020 |
1.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSAL (News Corporation) |
30.36%
Sep 2021 – Sep 2024 |
17.89%
Jul 2020 – Jul 2025 |
8.21%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart