Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPHR (Sphere Entertainment Co.) | 49.35% | 262.99% | 73.88% | 28.07% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPHR (Sphere Entertainment Co.) | 04/09/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 262.99 | 73.88 | 28.07 | NA | NA | NA | … | … | 49.35 | 131.72 | 18.73 | 63.49 | -36.07 | -33.04 | 18.68 |
| Sharpe Ratio | NA | 5.45 | 1.43 | 0.48 | NA | NA | NA | … | … | 2.56 | 2.41 | 0.27 | 1.02 | -0.81 | -0.72 | 0.52 |
| Standard Deviation(%) | NA | 49.75 | 52.96 | 51.30 | NA | NA | NA | … | … | 55.52 | 54.80 | 45.71 | 58.40 | 46.62 | 45.77 | 50.67 |
| Draw Down(%) | NA | 17.66 | 52.29 | 56.27 | NA | NA | NA | … | … | 12.31 | 49.63 | 36.16 | 34.02 | 51.61 | 47.67 | 27.82 |
| 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 |
Data as of 06/10/2026, Common starting date is 04/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHR (Sphere Entertainment Co.) |
-13.28%
May 2020 – May 2023 |
0.60%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHR (Sphere Entertainment Co.) |
79.68%
May 2023 – May 2026 |
27.76%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart