Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
YY (YY Inc Class A) NA 57.43% 8.10% -2.51% -1.66% NA NA
Data as of 05/30/2025, Common starting date is 11/21/2012
More Performance Analytics Comparison
Name Start Date End Date
YY (YY Inc Class A) 11/21/2012 05/30/2025
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
Annualized Return (%) 9.65 57.43 8.10 -2.51 -1.66 NA NA 17.04 3.45 30.70 -25.95 -41.42 52.99 -11.81 -47.05 186.81 -36.90 0.21 23.99 252.59 26.08
Sharpe Ratio NA 1.34 0.14 -0.06 -0.05 NA NA 0.99 0.00 0.65 -0.29 -0.72 0.72 -0.31 -0.88 4.00 -0.79 0.00 0.41 3.51 12.55
Standard Deviation(%) NA 40.29 48.98 61.80 56.62 NA NA 44.34 40.23 41.03 94.15 57.90 73.13 42.63 55.20 46.82 46.76 47.36 58.97 71.87 67.36
Draw Down(%) NA 26.77 44.97 83.51 83.51 NA NA 26.77 29.09 35.73 55.74 72.25 37.14 41.50 59.42 17.22 49.52 36.05 41.97 21.61 16.23
Yield(%) 0.00 2.99 2.89 2.20 1.06 4.16 3.12 2.34 0.00 3.47 4.44 2.59 1.39 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/30/2025, Common starting date is 11/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YY (YY Inc Class A) -32.67%
Feb 2021 – Feb 2024
-24.82%
May 2018 – May 2023
-7.48%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YY (YY Inc Class A) 63.63%
Dec 2012 – Dec 2015
57.25%
Jan 2013 – Jan 2018
11.08%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return