In the past 12 months (February 25, 2025 to February 24, 2026), NWSA returned -17.68% versus 17.03% for the S&P 500 (SPY) and 19.02% for Nasdaq 100 (QQQ).
In the past 5 years (February 26, 2021 to February 24, 2026), NWSA returned 3.39% versus 93.58% for the S&P 500 (SPY) and 99.39% for Nasdaq 100 (QQQ). $1 invested in NWSA in 2021 became $1.03 in 2026.
In the past 10 years (February 29, 2016 to February 24, 2026), NWSA had an annualized return of 9.24% versus 15.41% for the S&P 500 (SPY) and 20.38% for Nasdaq 100 (QQQ). $1 invested in NWSA in 2016 became $2.42 in 2026.
Since June 2013 (June 19, 2013 to February 24, 2026) NWSA had an annualized return of 4.12% versus 13.94% for the S&P 500 (SPY) and 19.22% for Nasdaq 100 (QQQ). $1 invested in NWSA in 2013 became $1.67 in 2026.
Ticker
Company Name
Total Returns
$1 turns into
Annualized Returns
Annualized Volatility
Sharpe Ratio
NWSA
News Corporation
67.00%
$1.67
4.12%
28.72%
0.14
SPY
SPDR S&P 500 ETF Trust
424.33%
$5.24
13.94%
17.05%
0.82
QQQ
Invesco QQQ Trust, Series 1
831.03%
$9.31
19.22%
21.04%
0.91
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.