Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHTR (Charter Communications Inc) | -39.53% | -66.56% | -27.54% | -28.71% | -5.45% | 4.15% | NA | … | … |
Data as of 06/18/2026, Common starting date is 12/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHTR (Charter Communications Inc) | 12/02/2009 | 06/18/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.28 | -66.56 | -27.54 | -28.71 | -5.45 | 4.15 | NA | … | … | -39.53 | -39.56 | -11.81 | 14.62 | -47.99 | -1.45 | 36.38 | 70.22 | -15.18 | 16.69 | 42.18 | 9.89 | 21.83 | 79.38 | 33.91 | 46.20 | 9.70 | 7.56 |
| Sharpe Ratio | NA | -1.27 | -0.64 | -0.73 | -0.17 | NA | NA | … | … | -0.91 | -1.07 | -0.38 | 0.35 | -1.20 | -0.06 | 1.02 | 3.20 | -0.52 | 0.66 | 1.53 | 0.36 | 0.89 | 2.92 | 1.54 | 1.31 | 0.17 | 3.25 |
| Standard Deviation(%) | NA | 52.00 | 43.06 | 40.05 | 34.70 | NA | NA | … | … | 63.22 | 40.12 | 40.66 | 31.70 | 41.41 | 24.67 | 35.27 | 21.48 | 32.21 | 24.52 | 27.52 | 27.77 | 24.53 | 27.18 | 22.24 | 35.20 | 56.94 | 46.30 |
| Draw Down(%) | NA | 69.15 | 71.69 | 84.29 | 84.29 | NA | NA | … | … | 48.02 | 54.54 | 34.97 | 22.46 | 53.47 | 26.24 | 31.48 | 9.77 | 32.63 | 21.42 | 12.87 | 13.96 | 15.15 | 10.45 | 18.23 | 29.60 | 24.35 | 5.47 |
| 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 |
Data as of 06/18/2026, Common starting date is 12/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTR (Charter Communications Inc) |
-27.57%
Apr 2021 – Apr 2024 |
-26.99%
May 2021 – May 2026 |
-4.42%
Apr 2016 – Apr 2026 |
5.02%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTR (Charter Communications Inc) |
60.66%
Sep 2010 – Sep 2013 |
43.43%
Feb 2010 – Feb 2015 |
32.35%
Aug 2010 – Aug 2020 |
16.58%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart