Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBD (Warner Bros. Discovery, Inc.) | -8.95% | 171.92% | 31.16% | -3.43% | -0.95% | 1.50% | 7.23% | … | … |
Data as of 06/05/2026, Common starting date is 07/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBD (Warner Bros. Discovery, Inc.) | 07/06/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 171.92 | 31.16 | -3.43 | -0.95 | 1.50 | 7.23 | … | … | -8.95 | 172.47 | -6.77 | 20.04 | -59.73 | -21.77 | -8.09 | 32.34 | 10.55 | -18.35 | 2.74 | -22.55 | -25.42 | 42.43 | 54.95 | -1.74 | 35.93 | 116.74 | -37.94 | 56.17 | 6.27 | -15.83 |
| Sharpe Ratio | NA | 3.78 | 0.54 | -0.12 | -0.05 | NA | NA | … | … | -1.57 | 2.91 | -0.27 | 0.29 | -0.96 | -0.39 | -0.16 | 1.03 | 0.25 | -0.64 | 0.08 | -0.72 | -0.95 | 2.13 | 2.43 | -0.06 | 1.28 | 2.99 | -0.57 | 1.67 | 0.16 | -1.09 |
| Standard Deviation(%) | NA | 44.79 | 51.30 | 52.49 | 47.35 | NA | NA | … | … | 14.08 | 59.87 | 48.95 | 54.77 | 63.70 | 55.70 | 51.54 | 30.10 | 36.83 | 29.82 | 31.28 | 31.32 | 26.88 | 19.94 | 22.78 | 30.01 | 28.06 | 39.02 | 67.66 | 31.99 | 19.23 | 29.44 |
| Draw Down(%) | NA | 21.31 | 53.63 | 78.73 | 91.32 | NA | NA | … | … | 9.98 | 32.90 | 42.45 | 41.03 | 71.55 | 71.19 | 43.97 | 19.47 | 27.60 | 45.04 | 19.34 | 27.13 | 31.02 | 10.03 | 12.25 | 23.39 | 14.99 | 15.84 | 57.32 | 22.66 | 14.60 | 23.62 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBD (Warner Bros. Discovery, Inc.) |
-45.07%
Feb 2021 – Feb 2024 |
-24.94%
Apr 2019 – Apr 2024 |
-15.79%
Aug 2014 – Aug 2024 |
-5.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBD (Warner Bros. Discovery, Inc.) |
47.13%
Oct 2008 – Oct 2011 |
45.46%
Oct 2008 – Oct 2013 |
16.61%
Oct 2008 – Oct 2018 |
14.71%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart