Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWSA (News Corporation) | 4.80% | -1.41% | 14.43% | 1.98% | 9.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWSA (News Corporation) | 06/19/2013 | 06/05/2026 |
| 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 (%) | 4.44 | -1.41 | 14.43 | 1.98 | 9.67 | NA | NA | … | … | 4.80 | -4.48 | 13.03 | 36.41 | -17.57 | 25.19 | 29.10 | 26.41 | -28.99 | 43.68 | -12.84 | -14.19 | -12.93 | 14.05 |
| Sharpe Ratio | NA | -0.17 | 0.48 | -0.03 | 0.28 | NA | NA | … | … | 0.33 | -0.29 | 0.46 | 1.20 | -0.52 | 0.91 | 0.59 | 1.11 | -1.05 | 2.21 | -0.44 | -0.52 | -0.62 | 1.19 |
| Standard Deviation(%) | NA | 24.47 | 23.10 | 27.30 | 29.47 | NA | NA | … | … | 27.15 | 24.22 | 20.42 | 27.59 | 36.39 | 27.77 | 49.06 | 22.49 | 28.93 | 19.56 | 29.47 | 27.42 | 20.77 | 23.42 |
| Draw Down(%) | NA | 27.81 | 27.81 | 43.46 | 50.66 | NA | NA | … | … | 17.13 | 21.09 | 11.12 | 27.34 | 36.20 | 24.11 | 44.63 | 13.61 | 35.98 | 9.30 | 22.16 | 29.15 | 20.65 | 8.08 |
| Yield(%) | 0.00 | 0.72 | 1.07 | 0.77 | 1.64 | 0.93 | 0.70 | … | … | 0.38 | 0.73 | 0.82 | 1.09 | 0.88 | 1.10 | 1.39 | 1.76 | 1.22 | 1.71 | 1.51 | 0.64 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NWSA (News Corporation) |
-13.32%
Dec 2013 – Dec 2016 |
-9.55%
Mar 2015 – Mar 2020 |
2.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSA (News Corporation) |
27.77%
Sep 2022 – Sep 2025 |
26.06%
Mar 2020 – Mar 2025 |
10.63%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart