Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LILAK (Liberty Latin America Ltd.) | 5.63% | 46.20% | -1.08% | -9.39% | -14.26% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LILAK (Liberty Latin America Ltd.) | 07/01/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 46.20 | -1.08 | -9.39 | -14.26 | NA | NA | … | … | 5.63 | 17.67 | -13.62 | 6.24 | -33.33 | 2.80 | -46.34 | 33.56 | -26.75 | -6.05 | -50.77 | -38.47 |
| Sharpe Ratio | NA | 1.20 | -0.10 | -0.29 | -0.35 | NA | NA | … | … | 0.06 | 0.34 | -0.38 | 0.06 | -0.69 | 0.07 | -0.63 | 0.93 | -0.86 | -0.20 | -1.14 | -0.91 |
| Standard Deviation(%) | NA | 37.69 | 43.58 | 44.92 | 46.03 | NA | NA | … | … | 38.58 | 43.87 | 44.89 | 47.11 | 50.56 | 38.96 | 73.36 | 34.53 | 32.91 | 33.40 | 44.60 | 68.30 |
| Draw Down(%) | NA | 22.55 | 57.17 | 66.12 | 87.69 | NA | NA | … | … | 17.10 | 39.79 | 42.17 | 35.38 | 50.55 | 27.62 | 64.13 | 28.94 | 39.90 | 27.17 | 54.95 | 53.86 |
| Yield(%) | 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 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LILAK (Liberty Latin America Ltd.) |
-30.97%
Sep 2017 – Sep 2020 |
-25.87%
Sep 2015 – Sep 2020 |
-15.77%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LILAK (Liberty Latin America Ltd.) |
14.71%
Sep 2022 – Sep 2025 |
2.66%
Sep 2020 – Sep 2025 |
-12.71%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart