Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFXBX (Foxby Corp.) | 13.32% | 41.25% | 36.65% | 20.12% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFXBX (Foxby Corp.) | 03/21/2017 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 41.25 | 36.65 | 20.12 | NA | NA | NA | … | … | 13.32 | 40.79 | 27.38 | 47.82 | -16.26 | 27.56 | 5.62 | 30.97 | -16.29 | 15.50 |
| Sharpe Ratio | NA | 2.47 | 1.78 | 0.81 | NA | NA | NA | … | … | 1.73 | 1.71 | 1.33 | 2.15 | -0.63 | 1.49 | 0.11 | 1.68 | -1.00 | 2.08 |
| Standard Deviation(%) | NA | 16.65 | 19.70 | 22.02 | NA | NA | NA | … | … | 19.08 | 22.32 | 17.81 | 20.74 | 28.28 | 18.49 | 46.59 | 17.59 | 17.71 | 9.38 |
| Draw Down(%) | NA | 14.04 | 19.03 | 32.23 | NA | NA | NA | … | … | 14.04 | 17.67 | 12.77 | 12.73 | 25.61 | 14.09 | 47.09 | 12.15 | 28.15 | 4.59 |
| Yield(%) | 0.62 | 10.34 | 16.65 | 10.44 | 44.30 | 29.53 | 22.15 | … | … | 4.08 | 12.17 | 16.53 | 17.11 | 1.53 | 0.00 | 0.00 | 1.89 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFXBX (Foxby Corp.) |
-2.85%
Apr 2017 – Apr 2020 |
3.96%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFXBX (Foxby Corp.) |
42.98%
Sep 2022 – Sep 2025 |
27.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
