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
LVO (LiveOne, Inc.) 30.08% -25.12% -20.08% -33.43% -18.63% NA NA
Data as of 06/09/2026, Common starting date is 10/25/2011
More Performance Analytics Comparison
Name Start Date End Date
LVO (LiveOne, Inc.) 10/25/2011 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 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -8.36 -25.12 -20.08 -33.43 -18.63 NA NA 30.08 -67.89 5.76 132.75 -49.72 -60.98 112.29 -68.79 12.50 -78.00 124.72 48.33 -33.33 12.50 60.00 0.00
Sharpe Ratio NA -0.39 -0.25 -0.42 -0.21 NA NA 0.95 -0.76 0.03 1.37 -0.57 -0.77 1.03 -0.74 0.10 -0.10 0.15 0.26 -0.12 0.11 NA NA
Standard Deviation(%) NA 79.09 87.08 87.76 119.49 NA NA 78.16 93.69 84.12 95.34 90.29 79.18 107.87 94.90 116.44 778.41 834.77 182.80 274.89 107.95 0.00 0.00
Draw Down(%) NA 56.48 80.78 91.93 98.58 NA NA 24.25 72.93 72.82 51.90 64.22 80.56 59.91 82.23 74.50 86.67 50.00 29.17 33.33 0.00 0.00 0.00
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 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 10/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LVO (LiveOne, Inc.) -56.32%
Nov 2017 – Nov 2020
-53.11%
Nov 2017 – Nov 2022
-23.49%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LVO (LiveOne, Inc.) 18.53%
Jan 2022 – Jan 2025
2.22%
Jan 2020 – Jan 2025
-22.39%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return