Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXAIW (CXApp Inc.) | NA | -42.86% | 25.92% | NA | NA | NA | NA | … | … |
Data as of 08/19/2025, Common starting date is 02/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXAIW (CXApp Inc.) | 02/05/2021 | 08/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.09 | -42.86 | 25.92 | NA | NA | NA | NA | … | … | -45.45 | 187.50 | 165.78 | -93.81 | -69.59 |
| Sharpe Ratio | NA | -0.35 | 0.08 | NA | NA | NA | NA | … | … | -0.44 | 1.01 | 0.55 | -0.29 | -0.84 |
| Standard Deviation(%) | NA | 129.77 | 269.93 | NA | NA | NA | NA | … | … | 148.02 | 181.56 | 297.42 | 325.93 | 87.33 |
| Draw Down(%) | NA | 76.92 | 89.48 | NA | NA | NA | NA | … | … | 72.73 | 69.09 | 89.48 | 97.51 | 73.67 |
| 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 |
Data as of 08/19/2025, Common starting date is 02/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXAIW (CXApp Inc.) |
-38.76%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXAIW (CXApp Inc.) |
3.15%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart