Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWS (News Corporation) | 5.21% | -1.73% | 17.80% | 5.13% | 11.11% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWS (News Corporation) | 06/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.92 | -1.73 | 17.80 | 5.13 | 11.11 | NA | NA | … | … | 5.21 | -1.22 | 19.18 | 41.02 | -17.20 | 27.72 | 24.39 | 27.44 | -29.47 | 42.85 | -14.18 | -6.71 | -15.42 | 14.81 |
| Sharpe Ratio | NA | -0.20 | 0.68 | 0.11 | 0.31 | NA | NA | … | … | 0.41 | -0.17 | 0.75 | 1.36 | -0.51 | 0.98 | 0.48 | 1.20 | -1.10 | 2.14 | -0.50 | -0.26 | -0.78 | 1.34 |
| Standard Deviation(%) | NA | 24.95 | 23.46 | 27.81 | 29.75 | NA | NA | … | … | 27.30 | 24.92 | 20.70 | 27.66 | 36.86 | 28.26 | 50.25 | 21.73 | 28.02 | 19.80 | 28.78 | 25.95 | 19.68 | 21.87 |
| Draw Down(%) | NA | 26.84 | 26.84 | 39.34 | 51.87 | NA | NA | … | … | 17.52 | 21.43 | 12.00 | 27.27 | 35.61 | 18.27 | 46.14 | 14.10 | 36.11 | 9.77 | 22.21 | 26.42 | 20.40 | 7.62 |
| Yield(%) | 0.00 | 0.63 | 1.03 | 0.79 | 1.65 | 0.94 | 0.71 | … | … | 0.34 | 0.66 | 0.78 | 1.08 | 0.87 | 1.11 | 1.35 | 1.72 | 1.19 | 1.66 | 1.46 | 0.67 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWS (News Corporation) |
-12.19%
Dec 2013 – Dec 2016 |
-9.39%
Mar 2015 – Mar 2020 |
2.95%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWS (News Corporation) |
31.93%
Sep 2022 – Sep 2025 |
28.77%
Mar 2020 – Mar 2025 |
11.73%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart