Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOXA (Fox Corporation) | -6.04% | 27.49% | 28.37% | 14.12% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOXA (Fox Corporation) | 03/12/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 27.49 | 28.37 | 14.12 | NA | NA | NA | … | … | -6.04 | 51.83 | 66.31 | -0.83 | -16.61 | 28.26 | -20.20 | -1.16 |
| Sharpe Ratio | NA | 0.80 | 1.00 | 0.42 | NA | NA | NA | … | … | -0.65 | 1.69 | 2.99 | -0.19 | -0.56 | 0.81 | -0.41 | -0.11 |
| Standard Deviation(%) | NA | 28.40 | 25.86 | 26.99 | NA | NA | NA | … | … | 31.03 | 29.18 | 20.98 | 23.54 | 32.21 | 34.80 | 49.11 | 25.42 |
| Draw Down(%) | NA | 28.89 | 28.89 | 35.14 | NA | NA | NA | … | … | 28.89 | 18.21 | 11.52 | 20.42 | 35.14 | 21.55 | 48.27 | 26.97 |
| Yield(%) | 0.00 | 1.04 | 1.61 | 1.38 | 0.99 | 0.66 | 0.49 | … | … | 0.38 | 1.12 | 1.75 | 1.68 | 1.30 | 1.63 | 1.24 | 1.21 |
Data as of 06/09/2026, Common starting date is 03/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOXA (Fox Corporation) |
-5.15%
Dec 2019 – Dec 2022 |
-2.97%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOXA (Fox Corporation) |
35.80%
Dec 2022 – Dec 2025 |
21.78%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart