Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQCBX (X-Square Balanced Fund LLC Class C) | 8.11% | 18.10% | 13.75% | 6.30% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQCBX (X-Square Balanced Fund LLC Class C) | 11/01/2019 | 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 | 18.10 | 13.75 | 6.30 | NA | NA | NA | … | … | 8.11 | 10.69 | 11.68 | 14.04 | -11.64 | 8.61 | 11.11 | 3.50 |
| Sharpe Ratio | NA | 1.76 | 1.01 | 0.32 | NA | NA | NA | … | … | 1.72 | 0.63 | 0.89 | 1.17 | -0.79 | 0.89 | 0.56 | 5.29 |
| Standard Deviation(%) | NA | 8.79 | 10.34 | 11.76 | NA | NA | NA | … | … | 10.12 | 12.48 | 9.07 | 8.99 | 16.54 | 9.68 | 19.25 | 4.37 |
| Draw Down(%) | NA | 5.04 | 14.56 | 18.40 | NA | NA | NA | … | … | 5.04 | 13.45 | 5.56 | 6.87 | 17.94 | 4.66 | 19.77 | 0.98 |
| Yield(%) | 0.00 | 1.37 | 2.01 | 1.84 | 1.14 | 0.76 | 0.57 | … | … | 0.42 | 1.83 | 2.02 | 2.25 | 1.94 | 1.05 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQCBX (X-Square Balanced Fund LLC Class C) |
1.72%
Apr 2021 – Apr 2024 |
5.60%
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 |
|---|---|---|---|---|
| SQCBX (X-Square Balanced Fund LLC Class C) |
14.92%
May 2023 – May 2026 |
8.48%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart