Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBIO (Xenetic Biosciences, Inc.) | 42.40% | -0.32% | -0.64% | -33.18% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBIO (Xenetic Biosciences, Inc.) | 06/30/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | -0.32 | -0.64 | -33.18 | NA | NA | NA | … | … | 42.40 | -47.87 | 15.65 | 23.21 | -78.29 | -36.76 | 41.67 | -92.68 | -14.54 | -55.37 | -15.69 |
| Sharpe Ratio | NA | 0.02 | -0.03 | -0.35 | NA | NA | NA | … | … | 1.97 | -0.41 | 0.12 | 0.22 | -1.13 | -0.34 | 0.28 | -0.66 | -0.11 | -0.47 | -0.34 |
| Standard Deviation(%) | NA | 128.15 | 94.50 | 94.40 | NA | NA | NA | … | … | 74.27 | 125.62 | 73.06 | 86.75 | 70.39 | 108.92 | 146.94 | 141.60 | 148.33 | 118.49 | 86.06 |
| Draw Down(%) | NA | 80.50 | 80.50 | 96.19 | NA | NA | NA | … | … | 24.91 | 80.50 | 33.26 | 63.56 | 80.29 | 76.04 | 71.01 | 96.49 | 74.12 | 67.10 | 35.29 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBIO (Xenetic Biosciences, Inc.) |
-76.15%
Mar 2017 – Mar 2020 |
-63.25%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBIO (Xenetic Biosciences, Inc.) |
1.87%
May 2023 – May 2026 |
-16.88%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart