Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SBSAA (Spanish Broadcasting System Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 06/12/2025, Common starting date is 10/29/1999
More Performance Analytics Comparison
Name Start Date End Date
SBSAA (Spanish Broadcasting System Inc) 10/29/1999 06/12/2025
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 2000 1999
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -84.93 4.29 -86.00 1,983.33 -27.27 73.68 -29.63 -91.29 -4.32 11.72 -12.39 32.40 -16.67 -58.33 -7.69 680.00 -94.59 -54.99 -19.57 -51.61 0.09 46.53 -27.20 97.80 -87.58 51.17
Sharpe Ratio NA -0.08 -0.14 -0.03 -0.11 NA NA -0.03 -0.14 0.00 -0.74 10.25 -0.10 0.30 -0.13 -0.47 -0.05 0.14 -0.15 0.51 -0.15 -0.44 -0.09 3.75 -0.57 -1.21 -0.71 -1.63 -0.02 0.99 -0.31 1.23 -0.94 20.09
Standard Deviation(%) NA 414.70 384.88 327.51 269.66 NA NA 346.46 575.41 210.66 117.94 193.40 270.87 244.87 244.88 197.21 82.71 81.67 81.30 63.11 110.60 133.32 90.07 181.21 167.75 48.06 32.08 32.99 36.51 46.48 90.64 79.35 97.33 50.92
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 98.72 80.77 86.00 67.85 80.00 60.61 79.03 95.91 38.78 58.14 70.55 30.43 71.60 91.01 66.19 65.22 96.41 65.30 34.56 59.63 37.79 42.18 67.08 40.40 89.91 10.75
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 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2025, Common starting date is 10/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBSAA (Spanish Broadcasting System Inc) -83.91%
May 2021 – May 2024
-60.61%
Dec 2003 – Dec 2008
-47.20%
May 2014 – May 2024
-35.23%
Oct 2004 – Oct 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBSAA (Spanish Broadcasting System Inc) 207.23%
Oct 2018 – Oct 2021
44.04%
Oct 2018 – Oct 2023
15.84%
Oct 2011 – Oct 2021
-2.08%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return