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
CXDO (Crexendo, Inc.) 38.02% 60.90% 72.49% 10.44% NA NA NA
Data as of 06/04/2026, Common starting date is 03/28/2018
More Performance Analytics Comparison
Name Start Date End Date
CXDO (Crexendo, Inc.) 03/28/2018 06/04/2026
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
Annualized Return (%) -10.34 60.90 72.49 10.44 NA NA NA 38.02 23.52 7.84 156.07 -61.73 -27.85 63.06 112.50 -28.57
Sharpe Ratio NA 1.50 1.10 0.16 NA NA NA 3.10 0.34 0.02 1.97 -0.88 -0.55 0.87 1.93 -0.43
Standard Deviation(%) NA 54.73 69.31 68.35 NA NA NA 57.80 62.72 72.80 78.17 72.28 50.74 72.18 57.58 87.22
Draw Down(%) NA 25.33 60.41 81.53 NA NA NA 25.33 42.46 60.41 36.63 66.16 40.03 52.08 16.43 44.83
Yield(%) 0.00 0.00 0.00 0.09 0.09 0.06 0.04 0.00 0.00 0.00 0.25 0.41 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 03/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CXDO (Crexendo, Inc.) -42.08%
Jul 2020 – Jul 2023
-10.07%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CXDO (Crexendo, Inc.) 82.33%
May 2023 – May 2026
21.72%
Jan 2019 – Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return