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
XRN-PB 0.99% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 11/14/2025
More Performance Analytics Comparison
Name Start Date End Date
XRN-PB 11/14/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.20 NA NA NA NA NA NA 0.99 1.92
Sharpe Ratio NA NA NA NA NA NA NA -0.02 1.50
Standard Deviation(%) NA NA NA NA NA NA NA 9.64 9.41
Draw Down(%) NA NA NA NA NA NA NA 4.28 2.16
Yield(%) 0.00 3.62 1.21 0.72 0.36 0.24 0.18 3.55 0.00
Data as of 06/05/2026, Common starting date is 11/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XRN-PB (XRN-PB) 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
XRN-PB (XRN-PB) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return