Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XAGE 13.33% -88.44% -89.66% NA NA NA NA
Data as of 06/05/2026, Common starting date is 09/23/2021
More Performance Analytics Comparison
Name Start Date End Date
XAGE 09/23/2021 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
Annualized Return (%) 13.33 -88.44 -89.66 NA NA NA NA 13.33 -96.42 -92.68 -61.58 3.09 -1.33
Sharpe Ratio NA -0.50 -0.53 NA NA NA NA -0.01 -0.46 -0.65 -0.62 0.56 -0.99
Standard Deviation(%) NA 187.86 175.07 NA NA NA NA 178.54 214.88 147.93 106.23 2.99 4.88
Draw Down(%) NA 95.67 99.92 NA NA NA NA 38.78 98.55 94.75 84.55 1.03 1.74
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 06/05/2026, Common starting date is 09/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XAGE (XAGE) -90.25%
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
XAGE (XAGE) -64.50%
Jan 2022 – Jan 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return