Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHG (XChange TEC.INC) | 12.94% | -40.74% | -94.87% | -90.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHG (XChange TEC.INC) | 11/05/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.95 | -40.74 | -94.87 | -90.66 | NA | NA | NA | … | … | 12.94 | -94.30 | -97.85 | -97.97 | -11.35 | -79.37 | -75.55 | -37.64 |
| Sharpe Ratio | NA | -0.37 | -0.47 | -0.49 | NA | NA | NA | … | … | 0.23 | -0.53 | -0.39 | -0.53 | -0.08 | -0.75 | -1.21 | -1.16 |
| Standard Deviation(%) | NA | 116.05 | 209.24 | 188.28 | NA | NA | NA | … | … | 130.22 | 183.56 | 257.61 | 190.19 | 166.87 | 105.18 | 62.60 | 83.72 |
| Draw Down(%) | NA | 51.85 | 99.99 | 100.00 | NA | NA | NA | … | … | 34.25 | 96.40 | 98.13 | 99.03 | 76.84 | 91.01 | 78.65 | 46.67 |
| 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 |
Data as of 06/05/2026, Common starting date is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHG (XChange TEC.INC) |
-97.22%
Dec 2022 – Dec 2025 |
-93.20%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHG (XChange TEC.INC) |
-64.50%
Dec 2019 – Dec 2022 |
-88.57%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart