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
XEML 1.46% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 12/23/2025
More Performance Analytics Comparison
Name Start Date End Date
XEML 12/23/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -1.70 NA NA NA NA NA NA 1.46 -0.40
Sharpe Ratio NA NA NA NA NA NA NA 0.05 NA
Standard Deviation(%) NA NA NA NA NA NA NA 20.30 NA
Draw Down(%) NA NA NA NA NA NA NA 13.49 NA
Yield(%) 0.00 0.11 0.04 0.02 0.01 0.01 0.01 0.11 0.00
Data as of 06/05/2026, Common starting date is 12/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XEML (XEML) 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
XEML (XEML) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return