Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCRTX | NA | 13.01% | NA | NA | NA | NA | NA | … | … |
Data as of 06/28/2024, Common starting date is 11/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCRTX | 11/01/2021 | 06/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 13.01 | NA | NA | NA | NA | NA | … | … | 2.70 | 18.96 | 6.92 | 1.39 |
| Sharpe Ratio | NA | 2.02 | NA | NA | NA | NA | NA | … | … | 0.55 | 2.49 | 0.84 | 2.32 |
| Standard Deviation(%) | NA | 4.55 | NA | NA | NA | NA | NA | … | … | 3.41 | 5.97 | 6.61 | 3.71 |
| Draw Down(%) | NA | 1.61 | NA | NA | NA | NA | NA | … | … | 1.61 | 1.69 | 5.45 | 0.86 |
| Yield(%) | 0.00 | 12.08 | 12.11 | 7.27 | 3.63 | 2.42 | 1.82 | … | … | 4.21 | 17.18 | 15.72 | 1.68 |
Data as of 06/28/2024, Common starting date is 11/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRTX (XCRTX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| XCRTX (XCRTX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart