Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPON (Expion360 Inc.) | -29.41% | -46.67% | -89.37% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPON (Expion360 Inc.) | 04/01/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.43 | -46.67 | -89.37 | NA | NA | NA | NA | … | … | -29.41 | -65.69 | -99.59 | 134.35 | -71.00 |
| Sharpe Ratio | NA | -0.44 | -0.64 | NA | NA | NA | NA | … | … | -0.75 | -0.58 | -0.51 | 1.16 | -0.56 |
| Standard Deviation(%) | NA | 113.35 | 145.52 | NA | NA | NA | NA | … | … | 77.66 | 118.56 | 207.94 | 113.43 | 147.32 |
| Draw Down(%) | NA | 76.24 | 99.92 | NA | NA | NA | NA | … | … | 48.39 | 71.13 | 99.67 | 42.47 | 87.77 |
| 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 |
Data as of 06/05/2026, Common starting date is 04/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPON (Expion360 Inc.) |
-89.49%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| XPON (Expion360 Inc.) |
-79.15%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart