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
XPVVV (XP Inc. Class A Common Stock When-Issued) NA NA NA NA NA NA NA
Data as of 10/07/2021, Common starting date is 10/04/2021
More Performance Analytics Comparison
Name Start Date End Date
XPVVV (XP Inc. Class A Common Stock When-Issued) 10/04/2021 10/07/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021
Annualized Return (%) NA NA NA NA NA NA 269.13
Sharpe Ratio NA NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA 1,081.72
Draw Down(%) NA NA NA NA NA NA 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 10/07/2021, Common starting date is 10/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XPVVV (XP Inc. Class A Common Stock When-Issued) 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
XPVVV (XP Inc. Class A Common Stock When-Issued) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return