Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRI (Sirius XM Holdings Inc.) | 42.15% | 33.80% | -4.70% | -13.10% | -1.79% | 3.14% | -1.14% | … | … |
Data as of 06/04/2026, Common starting date is 09/13/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRI (Sirius XM Holdings Inc.) | 09/13/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.96 | 33.80 | -4.70 | -13.10 | -1.79 | 3.14 | -1.14 | … | … | 42.15 | -7.95 | -56.91 | -4.28 | -6.90 | 0.56 | -10.12 | 26.22 | 7.27 | 21.41 | 9.60 | 16.29 | 0.29 | 20.76 | 61.52 | 11.66 | 171.67 | 400.00 | -96.04 | -14.41 | -47.16 | -12.07 | 141.14 | 393.75 | -94.50 | -61.15 | -32.72 | 29.93 | 102.21 | 310.61 | -7.04 | 118.46 | -56.08 |
| Sharpe Ratio | NA | 1.01 | -0.10 | -0.32 | -0.07 | NA | NA | … | … | 4.83 | -0.27 | -1.17 | -0.13 | -0.35 | 0.02 | -0.24 | 1.17 | 0.23 | 0.97 | 0.47 | 0.89 | 0.01 | 0.85 | 1.85 | 0.25 | 3.11 | 2.88 | -0.93 | -0.45 | -1.22 | -0.35 | 1.96 | 3.43 | -0.59 | -0.55 | -0.41 | 0.38 | 1.16 | 2.99 | -0.08 | 1.04 | -0.87 |
| Standard Deviation(%) | NA | 35.40 | 52.34 | 44.11 | 37.17 | NA | NA | … | … | 35.52 | 39.72 | 51.77 | 63.33 | 24.08 | 27.93 | 43.30 | 21.22 | 26.22 | 21.48 | 20.01 | 18.26 | 20.65 | 24.41 | 33.55 | 46.85 | 55.25 | 138.97 | 104.52 | 38.82 | 41.59 | 40.67 | 71.33 | 114.66 | 162.13 | 117.41 | 91.14 | 70.22 | 85.49 | 102.04 | 125.20 | 109.86 | 111.72 |
| Draw Down(%) | NA | 17.44 | 73.86 | 73.86 | 73.86 | NA | NA | … | … | 7.90 | 28.66 | 61.25 | 50.07 | 16.25 | 15.81 | 39.51 | 16.67 | 27.63 | 12.87 | 17.69 | 10.00 | 20.47 | 17.19 | 24.17 | 38.82 | 28.46 | 64.71 | 96.37 | 35.18 | 47.16 | 38.87 | 49.00 | 70.07 | 95.53 | 93.46 | 67.67 | 45.45 | 64.91 | 48.33 | 75.45 | 48.72 | 65.38 |
| Yield(%) | 0.00 | 4.96 | 18.72 | 6.70 | 5.88 | 7.50 | 2.81 | … | … | 2.63 | 4.89 | 6.39 | 1.71 | 1.16 | 0.65 | 0.24 | 0.83 | 0.86 | 0.92 | 0.25 | 0.00 | 0.00 | 0.00 | 2.69 | 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 06/04/2026, Common starting date is 09/13/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRI (Sirius XM Holdings Inc.) |
-76.82%
Feb 2000 – Feb 2003 |
-51.90%
Apr 1998 – Apr 2003 |
-43.19%
Dec 1998 – Dec 2008 |
-16.67%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRI (Sirius XM Holdings Inc.) |
158.80%
Jan 2009 – Jan 2012 |
97.89%
Jan 2009 – Jan 2014 |
47.96%
Jan 2009 – Jan 2019 |
29.81%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart