Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPXI (Upexi, Inc.) | -48.81% | -92.83% | -73.94% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPXI (Upexi, Inc.) | 06/24/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.85 | -92.83 | -73.94 | NA | NA | NA | NA | … | … | -48.81 | -46.72 | -83.36 | -61.33 | -25.37 | -28.21 |
| Sharpe Ratio | NA | -0.57 | -0.46 | NA | NA | NA | NA | … | … | -0.54 | -0.22 | -0.57 | -0.86 | -0.37 | -0.40 |
| Standard Deviation(%) | NA | 165.50 | 169.14 | NA | NA | NA | NA | … | … | 141.07 | 223.22 | 158.69 | 76.62 | 72.42 | 118.40 |
| Draw Down(%) | NA | 95.59 | 99.11 | NA | NA | NA | NA | … | … | 77.24 | 88.14 | 91.52 | 84.57 | 53.95 | 50.38 |
| 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 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPXI (Upexi, Inc.) |
-80.89%
Feb 2023 – Feb 2026 |
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 |
|---|---|---|---|---|
| UPXI (Upexi, Inc.) |
-49.82%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart