Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXCOF (Exco Technologies Limited) | 5.24% | 9.33% | 0.68% | -6.42% | -1.84% | 5.00% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCOF (Exco Technologies Limited) | 05/08/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.62 | 9.33 | 0.68 | -6.42 | -1.84 | 5.00 | NA | … | … | 5.24 | -0.36 | -8.94 | 19.02 | -31.98 | 19.74 | 23.84 | 1.64 | -19.42 | 5.59 | -34.33 | 42.32 | 11.59 | 30.36 | 105.65 | -14.08 | 71.42 | 134.72 | -77.13 | 24.58 |
| Sharpe Ratio | NA | 0.84 | 0.02 | -0.28 | -0.09 | NA | NA | … | … | 1.59 | -0.12 | -0.58 | 0.53 | -1.01 | 0.74 | 0.44 | 0.01 | -0.70 | 0.19 | -0.86 | 1.23 | 0.33 | 1.45 | 3.38 | -0.44 | 2.00 | 2.00 | -0.68 | 1.22 |
| Standard Deviation(%) | NA | 19.44 | 24.47 | 27.39 | 31.33 | NA | NA | … | … | 19.81 | 27.60 | 21.52 | 29.40 | 33.16 | 26.76 | 53.50 | 27.70 | 30.02 | 26.61 | 40.34 | 34.33 | 34.65 | 20.86 | 31.57 | 31.90 | 35.74 | 67.33 | 114.97 | 30.49 |
| Draw Down(%) | NA | 14.76 | 37.64 | 49.02 | 63.69 | NA | NA | … | … | 6.33 | 25.33 | 16.62 | 21.35 | 38.09 | 19.90 | 49.22 | 28.98 | 28.97 | 20.34 | 37.78 | 16.39 | 18.97 | 10.81 | 10.94 | 28.97 | 13.60 | 9.80 | 77.13 | 8.99 |
| Yield(%) | 0.00 | 3.08 | 3.95 | 2.91 | 2.78 | 5.38 | 5.25 | … | … | 0.00 | 4.31 | 3.83 | 5.87 | 3.90 | 4.38 | 4.65 | 4.79 | 3.35 | 3.17 | 1.66 | 2.17 | 2.25 | 2.54 | 4.75 | 3.17 | 3.52 | 6.86 | 1.57 | 0.84 |
Data as of 06/05/2026, Common starting date is 05/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCOF (Exco Technologies Limited) |
-21.68%
Mar 2017 – Mar 2020 |
-16.68%
Mar 2015 – Mar 2020 |
-7.49%
Apr 2015 – Apr 2025 |
4.09%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCOF (Exco Technologies Limited) |
84.23%
Apr 2009 – Apr 2012 |
68.33%
Jun 2009 – Jun 2014 |
27.18%
Jan 2009 – Jan 2019 |
17.40%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart