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
XWEL (XWELL, Inc.) 195.65% 40.21% -35.21% -45.99% -52.45% -46.96% NA
Data as of 06/05/2026, Common starting date is 07/27/2010
More Performance Analytics Comparison
Name Start Date End Date
XWEL (XWELL, Inc.) 07/27/2010 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 2015 2014 2013 2012 2011 2010
Annualized Return (%) 8.80 40.21 -35.21 -45.99 -52.45 -46.96 NA 195.65 -58.94 -6.32 -75.83 -82.18 69.75 -40.80 -79.06 -88.32 -35.68 -13.77 -55.09 -81.42 3.14 189.90 -58.40 -15.30
Sharpe Ratio NA 0.25 -0.34 -0.48 -0.47 NA NA 5.29 -0.91 -0.14 -0.97 -1.07 0.90 -0.21 -0.52 -0.78 -0.56 -0.17 -0.51 -0.55 0.07 1.35 -0.55 -0.25
Standard Deviation(%) NA 150.37 112.58 98.82 115.81 NA NA 217.73 68.84 90.93 82.83 78.46 77.64 195.67 153.43 114.92 64.67 83.31 107.61 148.76 45.31 142.34 107.08 128.50
Draw Down(%) NA 78.03 95.32 99.33 99.99 NA NA 38.82 60.00 49.60 85.50 83.25 63.60 89.83 87.69 91.45 58.46 43.72 75.44 88.94 25.62 52.85 59.59 55.52
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 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 07/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XWEL (XWELL, Inc.) -83.64%
Mar 2017 – Mar 2020
-72.90%
Mar 2015 – Mar 2020
-64.83%
Jan 2014 – Jan 2024
-52.13%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XWEL (XWELL, Inc.) 41.00%
Jun 2011 – Jun 2014
-16.18%
Aug 2010 – Aug 2015
-43.36%
Dec 2011 – Dec 2021
-46.96%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return