Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QRTEA (Qurate Retail Inc Series A) | NA | -70.49% | -61.11% | -33.71% | NA | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QRTEA (Qurate Retail Inc Series A) | 01/17/2018 | 02/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.26 | -70.49 | -61.11 | -33.71 | NA | NA | NA | … | … | 9.09 | -62.50 | -46.01 | -78.55 | -7.43 | 128.87 | -56.81 | -26.95 |
| Sharpe Ratio | NA | -1.03 | -0.72 | -0.43 | NA | NA | NA | … | … | 1.32 | -0.90 | -0.46 | -0.94 | -0.13 | 1.57 | -1.09 | -0.97 |
| Standard Deviation(%) | NA | 74.92 | 92.06 | 83.32 | NA | NA | NA | … | … | 63.95 | 76.70 | 111.03 | 85.34 | 57.19 | 81.22 | 53.37 | 30.30 |
| Draw Down(%) | NA | 79.05 | 95.25 | 97.49 | NA | NA | NA | … | … | 17.50 | 79.05 | 85.35 | 81.84 | 44.28 | 66.41 | 64.11 | 36.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 23.46 | 2.90 | 1.93 | 1.45 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 30.83 | 55.49 | 0.00 | 0.00 |
Data as of 02/21/2025, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRTEA (Qurate Retail Inc Series A) |
-64.85%
Dec 2021 – Dec 2024 |
-45.72%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRTEA (Qurate Retail Inc Series A) |
11.27%
May 2018 – May 2021 |
-28.72%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart