It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LBTYA: Liberty Global Ltd. (STOCK)
Basic Info 11.76 0.13(1.12%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/03/2004 |
| Last Dividend Date: | 09/07/2005 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.0 | 5.6 | 21.0 | -10.2 | -15.1 | -9.7 | -3.0 | 1.0 | 2.0 | -13.0 | -28.2 | -6.1 | -31.8 | 14.5 | 6.5 | 6.6 | -40.5 | 17.2 | -18.8 | -15.6 | 10.4 | 41.4 | 53.4 | 16.0 | 61.6 | 37.5 | -59.4 | 34.4 | 29.6 | -5.7 | 24.7 |
| Sharpe Ratio | NA | 0.78 | 0.9 | -0.24 | -0.4 | -0.28 | NA | NA | 0.02 | -0.55 | -0.51 | -0.34 | -1.0 | 0.57 | 0.14 | 0.18 | -1.28 | 0.65 | -0.5 | -0.58 | 0.47 | 1.97 | 2.8 | 0.46 | 2.11 | 0.62 | -0.91 | 1.32 | 1.31 | -0.35 | 1.88 |
| Draw Down(%) | NA | 12.5 | 14.3 | 57.8 | 69.8 | 76.4 | NA | NA | 81.2 | 30.8 | 50.3 | 31.0 | 46.2 | 12.3 | 31.5 | 24.1 | 47.3 | 23.4 | 28.3 | 33.5 | 16.3 | 12.7 | 12.4 | 29.0 | 21.3 | 52.2 | 74.4 | 22.0 | 18.4 | 19.7 | 21.4 |
| Standard Deviation(%) | NA | 38.7 | 30.9 | 49.5 | 42.8 | 38.6 | NA | NA | 36.5 | 29.5 | 73.0 | 30.7 | 33.2 | 25.3 | 45.1 | 29.1 | 32.8 | 25.4 | 37.7 | 27.1 | 21.9 | 21.0 | 19.2 | 34.7 | 29.2 | 60.2 | 65.8 | 23.9 | 20.1 | 22.5 | 24.0 |
| Treynor Ratio | NA | 0.5 | 0.41 | -0.18 | -0.21 | -0.13 | NA | NA | 0.01 | -0.27 | -0.47 | -0.12 | -0.35 | 0.2 | 0.08 | 0.06 | -0.48 | 0.17 | -0.1 | -0.17 | 0.11 | 0.44 | 0.6 | 0.15 | 0.56 | 0.23 | -0.49 | 0.46 | 0.54 | -0.11 | 1.08 |
| Alpha | NA | 0.07 | 0.05 | -0.06 | -0.08 | -0.07 | NA | NA | -0.02 | -0.09 | -0.14 | -0.1 | -0.07 | -0.01 | -0.01 | -0.06 | -0.17 | 0.0 | -0.15 | -0.06 | 0.0 | 0.04 | 0.12 | 0.06 | 0.14 | 0.02 | -0.09 | 0.11 | 0.08 | -0.03 | 0.13 |
| Beta | NA | 0.61 | 0.68 | 0.67 | 0.81 | 0.86 | NA | NA | 1.04 | 0.6 | 0.79 | 0.9 | 0.95 | 0.72 | 0.82 | 0.92 | 0.88 | 1.0 | 1.92 | 0.91 | 0.93 | 0.94 | 0.89 | 1.07 | 1.09 | 1.64 | 1.23 | 0.69 | 0.49 | 0.73 | 0.42 |
| RSquared | NA | 0.04 | 0.07 | 0.06 | 0.13 | 0.19 | NA | NA | 0.31 | 0.15 | 0.03 | 0.15 | 0.48 | 0.14 | 0.38 | 0.15 | 0.21 | 0.07 | 0.45 | 0.27 | 0.23 | 0.25 | 0.35 | 0.52 | 0.46 | 0.55 | 0.61 | 0.22 | 0.06 | 0.11 | 0.03 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 54.6 | 4.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1296.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to LBTYA
Related 401K Plans
| 1. LIBERTY GLOBAL 401K SAVINGS and STOCK OWNERSHIP PLAN | (0%) |
| 2. LIBERTY GLOBAL 401(K) SAVINGS PLAN | (66%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
