Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PARAA (Paramount Global Class A) | NA | -25.63% | -14.66% | -7.73% | -9.26% | 2.19% | -1.43% | … | … |
Data as of 08/07/2025, Common starting date is 06/10/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARAA (Paramount Global Class A) | 06/10/1987 | 08/07/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.42 | -25.63 | -14.66 | -7.73 | -9.26 | 2.19 | -1.43 | … | … | -23.83 | 14.50 | 2.11 | -41.32 | -6.54 | -12.70 | 4.04 | -25.62 | -6.71 | 25.82 | -6.30 | -10.86 | 69.15 | 39.02 | 47.49 | 37.07 | 75.73 | -66.45 | -11.57 | -1.61 | -10.41 | -18.00 | 8.88 | -7.68 | -5.56 | -22.65 | -18.33 | 78.58 | 18.82 | -26.39 | 16.26 | -9.19 | 7.16 | 22.71 | 38.58 | -57.17 | 84.73 | 71.72 | -18.99 |
| Sharpe Ratio | NA | -1.00 | -0.33 | -0.19 | -0.24 | NA | NA | … | … | -1.28 | 0.21 | -0.03 | -0.77 | -0.11 | -0.20 | 0.10 | -0.90 | -0.33 | 1.04 | -0.24 | -0.46 | 2.92 | 1.57 | 1.07 | 1.00 | 0.90 | -0.97 | -0.68 | -0.17 | -0.70 | -0.86 | 0.25 | -0.18 | -0.15 | -0.52 | -0.27 | 1.91 | 0.40 | -0.88 | 0.56 | -0.35 | 0.14 | 0.73 | 1.27 | -0.77 | 2.85 | 2.07 | -0.40 |
| Standard Deviation(%) | NA | 28.64 | 51.24 | 52.28 | 45.52 | NA | NA | … | … | 31.12 | 51.43 | 58.70 | 55.17 | 59.90 | 65.16 | 26.75 | 30.22 | 22.64 | 24.59 | 25.97 | 23.59 | 23.68 | 25.08 | 44.32 | 36.89 | 84.23 | 69.42 | 21.81 | 29.70 | 18.19 | 22.10 | 32.11 | 47.98 | 52.87 | 51.38 | 79.02 | 39.23 | 37.64 | 33.73 | 21.97 | 34.80 | 34.75 | 27.44 | 27.07 | 80.76 | 27.66 | 32.16 | 89.54 |
| Draw Down(%) | NA | 29.50 | 54.27 | 85.62 | 85.62 | NA | NA | … | … | 28.13 | 35.19 | 52.50 | 55.80 | 67.63 | 67.75 | 26.19 | 29.06 | 21.32 | 17.45 | 39.94 | 26.01 | 10.48 | 14.61 | 35.31 | 23.03 | 64.81 | 82.20 | 24.98 | 26.03 | 22.63 | 28.13 | 22.67 | 37.96 | 50.16 | 39.85 | 58.84 | 29.11 | 33.00 | 34.83 | 16.24 | 50.42 | 31.59 | 26.53 | 17.21 | 75.64 | 14.62 | 15.27 | 61.84 |
| Yield(%) | 0.00 | 0.87 | 1.36 | 2.21 | 1.26 | 3.85 | 1.75 | … | … | 0.45 | 1.04 | 1.97 | 2.67 | 2.57 | 2.12 | 1.71 | 1.21 | 1.10 | 1.29 | 1.07 | 0.85 | 1.22 | 1.58 | 1.82 | 1.40 | 2.24 | 4.01 | 2.97 | 2.83 | 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 08/07/2025, Common starting date is 06/10/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARAA (Paramount Global Class A) |
-42.57%
Mar 2006 – Mar 2009 |
-34.87%
Mar 2004 – Mar 2009 |
-25.21%
Mar 1999 – Mar 2009 |
-11.25%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARAA (Paramount Global Class A) |
109.06%
Mar 2009 – Mar 2012 |
75.94%
Mar 2009 – Mar 2014 |
29.97%
Mar 2009 – Mar 2019 |
14.00%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart