Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSHLF (XS Financial Inc) | NA | 33.33% | -34.14% | -28.19% | -6.70% | NA | NA | … | … |
Data as of 09/30/2024, Common starting date is 06/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSHLF (XS Financial Inc) | 06/21/2013 | 09/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.33 | -34.14 | -28.19 | -6.70 | NA | NA | … | … | 100.00 | -50.00 | -76.47 | -24.75 | 7.32 | 144.77 | -37.68 | 411.11 | -15.62 | 52.38 | -89.50 | -74.68 |
| Sharpe Ratio | NA | 0.13 | -0.21 | -0.19 | -0.04 | NA | NA | … | … | 0.82 | -0.24 | -0.63 | -0.21 | 0.05 | 1.07 | -0.27 | 1.02 | -0.05 | 1.08 | -0.52 | -0.98 |
| Standard Deviation(%) | NA | 219.59 | 179.04 | 160.25 | 215.10 | NA | NA | … | … | 178.49 | 229.59 | 124.63 | 119.61 | 136.72 | 134.16 | 146.12 | 404.80 | 340.32 | 48.59 | 170.69 | 94.50 |
| Draw Down(%) | NA | 50.00 | 89.47 | 94.85 | 96.55 | NA | NA | … | … | 50.00 | 66.67 | 82.35 | 69.13 | 64.09 | 53.20 | 56.52 | 94.29 | 90.69 | 5.88 | 94.43 | 74.68 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| XSHLF (XS Financial Inc) |
-55.43%
Dec 2020 – Dec 2023 |
-35.25%
Jul 2013 – Jul 2018 |
-28.29%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSHLF (XS Financial Inc) |
137.82%
Jul 2017 – Jul 2020 |
66.60%
Jan 2015 – Jan 2020 |
-6.70%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart