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
XOMX 47.12% 95.76% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 04/23/2025
More Performance Analytics Comparison
Name Start Date End Date
XOMX 04/23/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 5.91 95.76 NA NA NA NA NA 47.12 19.97
Sharpe Ratio NA 1.89 NA NA NA NA NA 2.34 0.73
Standard Deviation(%) NA 49.20 NA NA NA NA NA 61.34 37.72
Draw Down(%) NA 31.26 NA NA NA NA NA 31.26 16.56
Yield(%) 0.00 2.98 0.90 0.54 0.27 0.18 0.13 0.54 2.03
Data as of 06/05/2026, Common starting date is 04/23/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XOMX (XOMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XOMX (XOMX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return