Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYV (Live Nation Entertainment, Inc.) | 14.15% | 13.37% | 24.57% | 13.03% | 20.89% | 20.20% | 10.10% | … | … |
Data as of 06/09/2026, Common starting date is 12/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYV (Live Nation Entertainment, Inc.) | 12/21/2005 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | 13.37 | 24.57 | 13.03 | 20.89 | 20.20 | 10.10 | … | … | 14.15 | 12.59 | 40.87 | 34.21 | -41.73 | 62.89 | 2.81 | 45.48 | 15.69 | 60.04 | 8.26 | -5.90 | 32.14 | 112.24 | 12.03 | -27.23 | 34.20 | 48.26 | -60.47 | -35.18 | 70.99 | 20.74 |
| Sharpe Ratio | NA | 0.28 | 0.73 | 0.28 | 0.50 | NA | NA | … | … | 0.85 | 0.31 | 1.30 | 0.97 | -0.97 | 1.57 | 0.04 | 1.68 | 0.43 | 2.79 | 0.31 | -0.27 | 1.15 | 3.62 | 0.37 | -0.59 | 0.69 | 0.60 | -0.62 | -0.80 | 1.83 | 3,148.81 |
| Standard Deviation(%) | NA | 30.86 | 29.47 | 35.11 | 38.31 | NA | NA | … | … | 33.78 | 32.10 | 26.74 | 31.32 | 44.50 | 40.17 | 72.98 | 26.48 | 33.33 | 21.43 | 25.97 | 22.33 | 27.93 | 31.01 | 32.23 | 45.99 | 49.66 | 80.69 | 99.25 | 48.06 | 37.16 | 86.90 |
| Draw Down(%) | NA | 27.84 | 27.84 | 48.16 | 61.23 | NA | NA | … | … | 12.13 | 27.84 | 17.55 | 21.80 | 47.47 | 19.46 | 61.23 | 16.55 | 24.66 | 9.35 | 21.20 | 19.27 | 16.87 | 12.23 | 24.54 | 40.21 | 49.52 | 60.81 | 82.49 | 49.86 | 23.60 | 2.30 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYV (Live Nation Entertainment, Inc.) |
-48.75%
Mar 2006 – Mar 2009 |
-17.99%
Dec 2006 – Dec 2011 |
0.58%
May 2006 – May 2016 |
8.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYV (Live Nation Entertainment, Inc.) |
52.13%
Mar 2009 – Mar 2012 |
52.12%
Mar 2009 – Mar 2014 |
37.29%
Mar 2009 – Mar 2019 |
27.80%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart