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
FWONA (Formula One Group) -6.80% -4.49% 7.81% 15.91% 16.71% NA NA
Data as of 06/11/2026, Common starting date is 01/10/2013
More Performance Analytics Comparison
Name Start Date End Date
FWONA (Formula One Group) 01/10/2013 06/11/2026
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
Annualized Return (%) 5.23 -4.49 7.81 15.91 16.71 NA NA -6.80 5.33 46.50 8.52 -9.96 56.20 -13.23 47.31 -9.17 4.37 13.74 11.28 -8.75 34.57
Sharpe Ratio NA -0.49 0.21 0.50 0.42 NA NA -0.86 0.09 1.70 0.15 -0.36 2.29 -0.22 0.93 -0.98 -0.52 -0.43 -0.36 -1.37 0.89
Standard Deviation(%) NA 23.58 26.01 27.03 32.69 NA NA 26.87 26.54 23.67 28.38 31.36 24.52 60.34 26.00 31.49 28.49 46.80 20.17 19.90 18.63
Draw Down(%) NA 24.99 25.71 25.71 60.76 NA NA 17.22 25.71 11.65 22.58 23.77 12.57 60.76 9.21 27.51 18.03 35.24 13.80 16.59 9.17
Yield(%) 0.00 0.00 0.61 0.61 0.68 0.41 0.31 0.00 0.00 0.00 2.36 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 01/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWONA (Formula One Group) -7.57%
Mar 2017 – Mar 2020
6.31%
Mar 2015 – Mar 2020
14.67%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FWONA (Formula One Group) 39.88%
Sep 2014 – Sep 2017
27.56%
Jun 2020 – Jun 2025
19.88%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return