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
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

3-Year Annualized Rolling Return