Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXIA | 6.99% | 82.71% | 25.44% | 9.80% | 19.53% | 0.24% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXIA | 11/19/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.41 | 82.71 | 25.44 | 9.80 | 19.53 | 0.24 | NA | … | … | 6.99 | 127.11 | -30.64 | 9.60 | 30.21 | -12.88 | -25.00 | 46.77 | 11.40 | -16.91 | 404.41 | -36.45 | -17.37 | -16.99 | -67.87 | -29.38 | -34.80 | 88.81 | 3.91 |
| Sharpe Ratio | NA | 1.58 | 0.57 | 0.19 | 0.32 | NA | NA | … | … | 0.36 | 2.67 | -1.09 | 0.17 | 0.64 | -0.27 | -0.29 | 0.89 | 0.15 | -0.25 | 6.56 | -0.64 | -0.30 | -0.33 | -1.56 | -0.86 | -0.74 | 1.81 | 0.43 |
| Standard Deviation(%) | NA | 50.69 | 39.08 | 40.90 | 55.63 | NA | NA | … | … | 40.84 | 46.82 | 31.55 | 35.92 | 45.48 | 48.00 | 86.40 | 50.71 | 66.21 | 71.86 | 61.59 | 56.93 | 58.32 | 51.33 | 43.73 | 34.33 | 47.44 | 49.10 | 95.99 |
| Draw Down(%) | NA | 29.09 | 38.49 | 45.04 | 72.80 | NA | NA | … | … | 27.03 | 29.09 | 38.49 | 31.79 | 25.20 | 39.83 | 68.55 | 29.73 | 58.48 | 50.97 | 21.91 | 58.51 | 50.53 | 51.15 | 73.36 | 48.15 | 48.37 | 17.39 | 12.44 |
| Yield(%) | 0.00 | 11.54 | 6.04 | 3.03 | 5.65 | 0.66 | 0.65 | … | … | 0.00 | 18.43 | 3.27 | 0.76 | 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 11/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXIA (AXIA) |
-47.11%
Dec 2009 – Dec 2012 |
-38.45%
Jan 2010 – Jan 2015 |
-11.13%
Mar 2010 – Mar 2020 |
-8.01%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXIA (AXIA) |
92.88%
Jan 2016 – Jan 2019 |
38.74%
Dec 2015 – Dec 2020 |
28.95%
Feb 2016 – Feb 2026 |
1.58%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart