Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBXIX | NA | 30.68% | 17.45% | 6.44% | 8.96% | 6.58% | 2.13% | … | … |
Data as of 06/05/2026, Common starting date is 11/18/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBXIX | 11/18/1998 | 06/05/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 30.68 | 17.45 | 6.44 | 8.96 | 6.58 | 2.13 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.81 | 3.20 | 1.69 | … | … |
Data as of 06/05/2026, Common starting date is 11/18/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBXIX (XBXIX) |
-25.84%
Mar 2006 – Mar 2009 |
-15.57%
Mar 2004 – Mar 2009 |
-10.45%
Mar 1999 – Mar 2009 |
-4.69%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBXIX (XBXIX) |
18.75%
May 2023 – May 2026 |
13.31%
Mar 2020 – Mar 2025 |
9.36%
Feb 2016 – Feb 2026 |
7.37%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart