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
LBRDB (Liberty Broadband Corporation) -33.88% -68.60% -24.86% -27.27% -5.04% NA NA
Data as of 06/09/2026, Common starting date is 11/24/2014
More Performance Analytics Comparison
Name Start Date End Date
LBRDB (Liberty Broadband Corporation) 11/24/2014 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
Annualized Return (%) -4.61 -68.60 -24.86 -27.27 -5.04 NA NA -33.88 -38.49 -1.91 6.44 -54.62 2.85 27.83 65.91 -11.20 15.28 34.78 9.09 -1.00
Sharpe Ratio NA -1.11 -0.57 -0.67 -0.18 NA NA -1.21 -0.66 -0.19 0.06 -1.40 0.16 0.86 3.01 -0.40 0.72 1.01 0.28 -0.64
Standard Deviation(%) NA 64.67 50.28 44.99 36.94 NA NA 53.75 63.05 44.00 35.96 40.06 18.06 32.00 21.43 31.41 20.41 34.23 32.32 15.18
Draw Down(%) NA 68.84 68.84 82.45 82.45 NA NA 43.20 53.29 36.08 23.63 54.62 15.17 27.62 8.25 27.36 19.47 16.02 17.13 4.00
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
Data as of 06/09/2026, Common starting date is 11/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LBRDB (Liberty Broadband Corporation) -31.63%
May 2021 – May 2024
-24.83%
May 2021 – May 2026
-3.24%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LBRDB (Liberty Broadband Corporation) 32.91%
May 2018 – May 2021
26.56%
Feb 2016 – Feb 2021
6.25%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return