Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XYZY | -4.37% | -4.88% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XYZY | 10/11/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.74 | -4.88 | NA | NA | NA | NA | NA | … | … | -4.37 | -29.43 | 21.72 | 44.45 |
| Sharpe Ratio | NA | -0.19 | NA | NA | NA | NA | NA | … | … | -0.27 | -0.70 | 0.48 | 10.84 |
| Standard Deviation(%) | NA | 39.17 | NA | NA | NA | NA | NA | … | … | 46.10 | 46.50 | 37.49 | 40.16 |
| Draw Down(%) | NA | 38.31 | NA | NA | NA | NA | NA | … | … | 31.23 | 46.70 | 20.92 | 13.25 |
| Yield(%) | 1.41 | 139.64 | 49.35 | 29.61 | 14.80 | 9.87 | 7.40 | … | … | 24.18 | 42.65 | 46.14 | 12.79 |
Data as of 06/05/2026, Common starting date is 10/11/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYZY (XYZY) |
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 |
|---|---|---|---|---|
| XYZY (XYZY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart