Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY MEDIA 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.94% | -0.99% | 3.90% | 3.28% | 4.50% | 5.51% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIBERTY MEDIA 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 18.94 | -0.99 | 3.90 | 3.28 | 4.50 | 5.51 | … | … | 0.19 | 5.15 | 9.89 | -16.58 | 8.09 | 11.43 | 7.72 | -4.56 | 7.58 | 6.80 | -2.94 | -1.60 | 13.30 | 10.31 | 2.69 | 7.04 | 20.20 | -3.47 | 8.44 | 11.91 | 4.64 | 11.23 | 17.24 | 5.01 | 6.77 |
| Sharpe Ratio | NA | -0.04 | -0.50 | 0.05 | 0.17 | NA | NA | … | … | 0.02 | -0.14 | 0.74 | -2.04 | 0.95 | 1.34 | 1.44 | -0.85 | 1.44 | 1.32 | -0.51 | -0.30 | 2.22 | 2.10 | 0.38 | 0.83 | 2.79 | -0.79 | 0.63 | 1.27 | 0.44 | 1.43 | 3.41 | 1.00 | 1.10 |
| Standard Deviation(%) | NA | 10.18 | 8.95 | 8.77 | 7.30 | NA | NA | … | … | 6.56 | 10.23 | 7.66 | 8.79 | 8.52 | 8.36 | 4.39 | 6.90 | 4.84 | 4.98 | 5.84 | 5.43 | 5.97 | 4.90 | 7.04 | 8.35 | 7.19 | 5.53 | 8.72 | 6.79 | 5.58 | 7.20 | 4.86 | 3.92 | 4.07 |
| Draw Down(%) | NA | 7.62 | 15.80 | 20.23 | 20.23 | NA | NA | … | … | 0.62 | 7.62 | 6.97 | 17.11 | 5.95 | 10.52 | 2.37 | 10.12 | 3.04 | 2.46 | 7.48 | 5.94 | 4.29 | 4.98 | 6.31 | 8.16 | 3.63 | 7.85 | 6.32 | 7.99 | 4.69 | 6.36 | 2.83 | 3.60 | 2.78 |
| Yield(%) | NA | 4.59 | 4.81 | 4.41 | 3.80 | NA | NA | … | … | NA | 0.56 | 4.69 | 3.44 | 6.20 | 3.45 | 4.76 | 1.93 | 0.60 | 2.74 | 5.61 | 4.88 | 2.35 | 5.05 | 2.55 | 5.29 | 5.03 | 3.70 | 3.04 | 3.63 | 3.17 | 4.22 | 3.40 | 5.19 | 6.72 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBERTY MEDIA 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.30%
Apr 2021 – Apr 2024 |
0.55%
Oct 2017 – Oct 2022 |
1.53%
Oct 2013 – Oct 2023 |
3.88%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIBERTY MEDIA 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
12.51%
Apr 2003 – Apr 2006 |
11.81%
Oct 2002 – Oct 2007 |
9.34%
Apr 2001 – Apr 2011 |
7.62%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart