Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XRPT | -72.40% | -89.99% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/22/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRPT | 05/22/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.99 | -89.99 | NA | NA | NA | NA | NA | … | … | -72.40 | -67.84 |
| Sharpe Ratio | NA | -0.60 | NA | NA | NA | NA | NA | … | … | -0.63 | -0.60 |
| Standard Deviation(%) | NA | 151.77 | NA | NA | NA | NA | NA | … | … | 156.76 | 145.93 |
| Draw Down(%) | NA | 95.66 | NA | NA | NA | NA | NA | … | … | 83.59 | 83.44 |
| Yield(%) | 0.00 | 1.48 | 0.44 | 0.26 | 0.13 | 0.09 | 0.07 | … | … | 2.47 | 0.39 |
Data as of 06/09/2026, Common starting date is 05/22/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRPT (XRPT) |
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 |
|---|---|---|---|---|
| XRPT (XRPT) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart