Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XXLLY (XXL ASA) | NA | 909,189.21% | 636.56% | 233.92% | NA | NA | NA | … | … |
Data as of 08/13/2024, Common starting date is 07/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XXLLY (XXL ASA) | 07/31/2017 | 08/13/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 909,189.21 | 636.56 | 233.92 | NA | NA | NA | … | … | 492,566.67 | 1.69 | -51.66 | -83.50 | 2.55 | 1.31 | 5.80 | -3.16 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 51,493.18 | NA | -0.58 | -0.14 | 0.01 | -0.07 | 0.24 | -1.64 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1,957.16 | NA | 91.73 | 584.32 | 184.49 | 1.30 | 18.91 | 4.95 |
| Draw Down(%) | NA | 119.40 | 100.83 | 100.83 | NA | NA | NA | … | … | 66.67 | 110.69 | 68.24 | 84.57 | 72.87 | 0.00 | 10.91 | 3.16 |
| Yield(%) | 0.00 | 37.00 | 1.47 | 1.38 | 0.94 | 0.63 | 0.47 | … | … | 0.00 | 20.39 | 3.75 | 2.31 | 2.49 | 0.00 | 2.58 | 0.00 |
Data as of 08/13/2024, Common starting date is 07/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XXLLY (XXL ASA) |
-82.36%
Sep 2020 – Sep 2023 |
-64.41%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XXLLY (XXL ASA) |
56.51%
Jul 2021 – Jul 2024 |
31.84%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart