Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XRN | 8.72% | 26.05% | 2.19% | -6.28% | 4.72% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRN | 06/21/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 26.05 | 2.19 | -6.28 | 4.72 | NA | NA | … | … | 8.72 | -4.11 | -23.56 | 27.91 | -42.38 | 43.51 | 5.76 | 59.98 | 19.00 | 0.65 | 159.62 | -63.41 |
| Sharpe Ratio | NA | 0.75 | -0.04 | -0.29 | 0.42 | NA | NA | … | … | 0.59 | -0.21 | -1.08 | 0.88 | -1.36 | 1.88 | 0.09 | 2.41 | 0.62 | 0.00 | 0.08 | -0.18 |
| Standard Deviation(%) | NA | 31.07 | 29.02 | 29.04 | 143.42 | NA | NA | … | … | 32.02 | 32.75 | 25.27 | 27.92 | 32.36 | 23.16 | 64.01 | 24.31 | 28.65 | 33.02 | 772.25 | 482.19 |
| Draw Down(%) | NA | 20.21 | 39.20 | 58.92 | 58.92 | NA | NA | … | … | 12.54 | 30.48 | 26.37 | 27.90 | 58.92 | 9.99 | 49.56 | 10.50 | 24.15 | 18.28 | 96.51 | 71.88 |
| Yield(%) | 0.00 | 38.52 | 15.40 | 7.67 | 9.54 | 0.13 | 0.10 | … | … | 2.21 | 24.51 | 7.64 | 8.93 | 4.69 | 6.55 | 6.17 | 8.95 | 9.42 | 8.96 | 320.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRN (XRN) |
-69.44%
Jul 2015 – Jul 2018 |
-45.78%
Jul 2015 – Jul 2020 |
-27.72%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRN (XRN) |
377.75%
May 2016 – May 2019 |
178.88%
May 2016 – May 2021 |
62.38%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart