Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQLIX (EQUABLE SHARES LARGE CAP FUND CLASS I) | 2.06% | 121.87% | 42.18% | 25.51% | NA | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQLIX (EQUABLE SHARES LARGE CAP FUND CLASS I) | 02/08/2019 | 05/29/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 121.87 | 42.18 | 25.51 | NA | NA | NA | … | … | 2.06 | 123.06 | 14.20 | 19.34 | -6.10 | 12.91 | 5.01 | 8.37 |
| Sharpe Ratio | NA | 1.71 | 0.95 | 0.71 | NA | NA | NA | … | … | 0.33 | 1.72 | 1.97 | 2.89 | -0.58 | 2.48 | 0.22 | 1.40 |
| Standard Deviation(%) | NA | 69.55 | 40.80 | 32.28 | NA | NA | NA | … | … | 6.87 | 70.30 | 5.37 | 5.47 | 13.01 | 5.19 | 21.33 | 5.72 |
| Draw Down(%) | NA | 4.33 | 9.48 | 12.20 | NA | NA | NA | … | … | 4.33 | 9.48 | 3.74 | 2.97 | 12.20 | 1.87 | 22.57 | 2.21 |
| Yield(%) | 0.00 | 5.98 | 7.65 | 5.36 | 3.28 | 2.19 | 1.64 | … | … | 0.00 | 7.08 | 7.71 | 8.71 | 1.46 | 0.15 | 0.37 | 0.47 |
Data as of 05/29/2026, Common starting date is 02/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQLIX (EQUABLE SHARES LARGE CAP FUND CLASS I) |
2.72%
Sep 2019 – Sep 2022 |
8.26%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQLIX (EQUABLE SHARES LARGE CAP FUND CLASS I) |
46.38%
Sep 2022 – Sep 2025 |
27.45%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart