Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QRTEB (Qurate Retail Inc Series B) | NA | -64.91% | -32.10% | -8.87% | NA | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QRTEB (Qurate Retail Inc Series B) | 01/17/2018 | 02/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.09 | -64.91 | -32.10 | -8.87 | NA | NA | NA | … | … | -30.80 | -55.81 | 28.99 | -33.29 | -20.83 | 96.03 | -54.03 | -30.98 |
| Sharpe Ratio | NA | -0.91 | -0.28 | -0.09 | NA | NA | NA | … | … | -1.12 | -0.77 | 0.25 | -0.17 | -0.39 | 0.45 | -0.94 | -1.04 |
| Standard Deviation(%) | NA | 78.35 | 137.68 | 133.79 | NA | NA | NA | … | … | 85.97 | 81.24 | 100.60 | 199.80 | 54.12 | 212.37 | 59.25 | 32.39 |
| Draw Down(%) | NA | 66.10 | 89.03 | 89.03 | NA | NA | NA | … | … | 30.80 | 62.32 | 43.01 | 74.11 | 42.57 | 74.37 | 64.73 | 36.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 15.41 | 1.59 | 1.06 | 0.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 11.95 | 36.23 | 0.00 | 0.00 |
Data as of 02/21/2025, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRTEB (Qurate Retail Inc Series B) |
-33.25%
Jan 2022 – Jan 2025 |
-22.79%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRTEB (Qurate Retail Inc Series B) |
36.87%
Jun 2020 – Jun 2023 |
-6.09%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart