Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XELB (Xcel Brands, Inc.) | 86.11% | 1.52% | -38.16% | -39.40% | -28.49% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XELB (Xcel Brands, Inc.) | 10/02/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.37 | 1.52 | -38.16 | -39.40 | -28.49 | NA | NA | … | … | 86.11 | -73.65 | -59.69 | 84.29 | -35.78 | -9.92 | -19.33 | 32.74 | -65.76 | -25.00 | -41.33 | 3.44 | 158.93 | 86.67 | -53.85 |
| Sharpe Ratio | NA | -0.01 | -0.41 | -0.44 | -0.31 | NA | NA | … | … | 2.85 | -0.71 | -0.75 | 0.86 | -0.48 | -0.09 | -0.14 | 0.38 | -0.91 | -0.28 | -0.79 | 0.06 | 0.82 | 0.52 | -0.75 |
| Standard Deviation(%) | NA | 111.05 | 102.09 | 95.05 | 96.95 | NA | NA | … | … | 113.59 | 107.92 | 88.50 | 94.01 | 78.27 | 108.09 | 140.85 | 81.85 | 73.60 | 92.05 | 52.37 | 59.06 | 193.65 | 167.82 | 128.29 |
| Draw Down(%) | NA | 68.59 | 96.35 | 97.50 | 98.76 | NA | NA | … | … | 41.01 | 85.63 | 78.71 | 58.05 | 59.04 | 64.55 | 74.98 | 62.00 | 71.01 | 58.76 | 47.33 | 28.96 | 82.00 | 72.00 | 53.85 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XELB (Xcel Brands, Inc.) |
-51.81%
Nov 2022 – Nov 2025 |
-40.23%
Mar 2015 – Mar 2020 |
-35.39%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XELB (Xcel Brands, Inc.) |
70.99%
Dec 2012 – Dec 2015 |
17.08%
Dec 2012 – Dec 2017 |
-7.34%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart