Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHR (Xenia Hotels & Resorts, Inc.) | 38.88% | 64.49% | 19.78% | 1.76% | 5.78% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHR (Xenia Hotels & Resorts, Inc.) | 02/05/2015 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.76 | 64.49 | 19.78 | 1.76 | 5.78 | NA | NA | … | … | 38.88 | -0.71 | 12.72 | 6.71 | -26.13 | 19.14 | -27.70 | 32.21 | -16.04 | 17.52 | 35.46 | -21.18 |
| Sharpe Ratio | NA | 2.24 | 0.54 | -0.03 | 0.09 | NA | NA | … | … | 3.61 | -0.10 | 0.32 | 0.10 | -0.62 | 0.51 | -0.28 | 1.29 | -0.74 | 0.92 | 1.25 | -0.83 |
| Standard Deviation(%) | NA | 27.67 | 30.90 | 34.60 | 42.67 | NA | NA | … | … | 29.21 | 34.44 | 28.41 | 30.59 | 44.75 | 37.39 | 98.61 | 23.88 | 23.73 | 18.44 | 28.20 | 27.90 |
| Draw Down(%) | NA | 16.23 | 42.47 | 51.28 | 71.06 | NA | NA | … | … | 12.05 | 38.61 | 18.28 | 26.08 | 35.74 | 27.37 | 68.49 | 12.92 | 34.26 | 15.88 | 18.19 | 35.82 |
| Yield(%) | 0.00 | 4.55 | 3.91 | 1.75 | 3.86 | 2.39 | 1.79 | … | … | 0.98 | 3.80 | 3.53 | 3.13 | 1.08 | 0.00 | 1.28 | 6.54 | 5.02 | 5.62 | 7.36 | 4.11 |
Data as of 06/12/2026, Common starting date is 02/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHR (Xenia Hotels & Resorts, Inc.) |
-24.11%
Oct 2017 – Oct 2020 |
-12.65%
Jul 2015 – Jul 2020 |
-3.31%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHR (Xenia Hotels & Resorts, Inc.) |
18.59%
Apr 2016 – Apr 2019 |
12.09%
Jul 2020 – Jul 2025 |
4.52%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart