Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQBIX (X-Square Balanced Fund LLC Institutional Class) | 8.63% | 19.38% | 15.06% | 7.44% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQBIX (X-Square Balanced Fund LLC Institutional Class) | 11/04/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 19.38 | 15.06 | 7.44 | NA | NA | NA | … | … | 8.63 | 12.00 | 12.97 | 15.13 | -10.67 | 9.53 | 12.34 | 3.70 |
| Sharpe Ratio | NA | 1.91 | 1.14 | 0.41 | NA | NA | NA | … | … | 1.86 | 0.73 | 1.03 | 1.27 | -0.73 | 0.98 | 0.62 | 5.72 |
| Standard Deviation(%) | NA | 8.76 | 10.35 | 11.79 | NA | NA | NA | … | … | 10.08 | 12.52 | 9.06 | 9.09 | 16.55 | 9.72 | 19.31 | 4.43 |
| Draw Down(%) | NA | 4.94 | 14.07 | 17.70 | NA | NA | NA | … | … | 4.94 | 13.25 | 5.40 | 6.69 | 17.38 | 4.55 | 19.70 | 0.98 |
| Yield(%) | 0.00 | 1.29 | 1.93 | 1.81 | 1.14 | 0.76 | 0.57 | … | … | 0.39 | 1.74 | 1.94 | 2.18 | 1.90 | 1.04 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQBIX (X-Square Balanced Fund LLC Institutional Class) |
2.76%
Apr 2021 – Apr 2024 |
6.71%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQBIX (X-Square Balanced Fund LLC Institutional Class) |
16.22%
May 2023 – May 2026 |
9.63%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart