Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TKO (TKO Group Holdings, Inc.) | -1.79% | 26.92% | 29.91% | 27.76% | 29.35% | 25.48% | 17.54% | … | … |
Data as of 06/09/2026, Common starting date is 10/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TKO (TKO Group Holdings, Inc.) | 10/19/1999 | 06/09/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 26.92 | 29.91 | 27.76 | 29.35 | 25.48 | 17.54 | … | … | -1.79 | 54.94 | 74.20 | 23.95 | 39.90 | 3.58 | -25.08 | -12.61 | 146.35 | 69.72 | 5.83 | 48.73 | -23.05 | 120.06 | -10.31 | -30.15 | 1.79 | 54.38 | -17.49 | -3.71 | 17.64 | 27.02 | -5.28 | 64.53 | -38.78 | -17.81 | -7.25 | -31.68 |
| Sharpe Ratio | NA | 0.62 | 0.77 | 0.87 | 0.76 | NA | NA | … | … | -0.23 | 1.61 | 2.33 | 0.53 | 1.37 | 0.11 | -0.46 | -0.36 | 3.63 | 2.48 | 0.17 | 0.90 | -0.31 | 5.01 | -0.37 | -0.89 | 0.07 | 1.46 | -0.38 | -0.27 | 0.59 | 0.87 | -0.18 | 1.87 | -0.93 | -0.38 | -0.16 | -0.93 |
| Standard Deviation(%) | NA | 31.52 | 33.59 | 32.55 | 36.56 | NA | NA | … | … | 33.85 | 32.91 | 30.24 | 38.97 | 28.27 | 33.40 | 55.21 | 39.62 | 40.13 | 27.95 | 32.56 | 54.16 | 74.47 | 23.98 | 28.10 | 33.76 | 24.49 | 37.22 | 47.93 | 25.61 | 24.42 | 28.43 | 34.41 | 34.16 | 43.02 | 54.73 | 69.56 | 94.86 |
| Draw Down(%) | NA | 18.28 | 34.80 | 34.80 | 69.07 | NA | NA | … | … | 18.28 | 21.12 | 11.54 | 34.80 | 16.31 | 27.03 | 54.01 | 46.26 | 36.22 | 14.85 | 20.14 | 30.08 | 65.56 | 12.85 | 22.20 | 36.31 | 26.43 | 21.18 | 50.72 | 23.75 | 15.59 | 21.69 | 25.25 | 16.52 | 56.44 | 51.37 | 42.42 | 43.81 |
| Yield(%) | 0.00 | 1.65 | 2.39 | 2.49 | 5.82 | 8.88 | 5.46 | … | … | 0.38 | 1.61 | 0.00 | 5.98 | 0.96 | 1.02 | 0.75 | 0.65 | 1.53 | 2.63 | 2.73 | 3.99 | 3.00 | 5.98 | 5.07 | 5.01 | 9.23 | 12.79 | 9.82 | 5.93 | 6.48 | 5.00 | 2.12 | 1.45 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKO (TKO Group Holdings, Inc.) |
-24.41%
Mar 2000 – Mar 2003 |
-10.32%
Jun 2000 – Jun 2005 |
-0.86%
Jan 2001 – Jan 2011 |
0.87%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKO (TKO Group Holdings, Inc.) |
82.54%
Sep 2015 – Sep 2018 |
60.83%
Sep 2013 – Sep 2018 |
31.47%
Feb 2016 – Feb 2026 |
24.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart