Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XOMAO (XOMA Corporation) | 3.50% | 9.18% | 11.32% | 9.61% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XOMAO (XOMA Corporation) | 04/13/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 9.18 | 11.32 | 9.61 | NA | NA | NA | … | … | 3.50 | 8.02 | 10.98 | 11.96 | 1.55 | 10.06 |
| Sharpe Ratio | NA | 0.85 | 0.75 | 0.60 | NA | NA | NA | … | … | 0.78 | 0.81 | 0.75 | 0.48 | 0.01 | 1.72 |
| Standard Deviation(%) | NA | 6.86 | 10.60 | 11.70 | NA | NA | NA | … | … | 7.89 | 6.38 | 9.88 | 17.33 | 13.35 | 8.17 |
| Draw Down(%) | NA | 4.11 | 14.18 | 14.18 | NA | NA | NA | … | … | 4.11 | 2.29 | 5.04 | 14.18 | 13.45 | 3.03 |
| Yield(%) | 0.00 | 8.30 | 8.87 | 8.64 | 4.24 | 2.83 | 2.12 | … | … | 4.14 | 8.17 | 8.40 | 8.70 | 8.12 | 4.37 |
Data as of 06/05/2026, Common starting date is 04/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOMAO (XOMA Corporation) |
6.73%
Mar 2022 – Mar 2025 |
9.55%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOMAO (XOMA Corporation) |
14.15%
Oct 2022 – Oct 2025 |
9.55%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart