Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPI (eXp World Holdings Inc) | -26.28% | -10.83% | -18.92% | -22.76% | NA | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 02/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPI (eXp World Holdings Inc) | 02/07/2018 | 05/08/2026 |
| 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 (%) | 2.80 | -10.83 | -18.92 | -22.76 | NA | NA | NA | … | … | -26.28 | -19.71 | -24.64 | 42.00 | -66.74 | 6.93 | 457.11 | 60.03 | -39.80 |
| Sharpe Ratio | NA | -0.30 | -0.42 | -0.42 | NA | NA | NA | … | … | -1.48 | -0.46 | -0.53 | 0.62 | -0.89 | 0.08 | 5.46 | 1.19 | -0.65 |
| Standard Deviation(%) | NA | 45.76 | 53.03 | 63.13 | NA | NA | NA | … | … | 40.64 | 48.98 | 53.31 | 62.35 | 76.93 | 90.19 | 82.93 | 49.04 | 68.61 |
| Draw Down(%) | NA | 51.23 | 76.28 | 88.74 | NA | NA | NA | … | … | 40.12 | 36.24 | 42.09 | 54.26 | 69.51 | 70.98 | 40.24 | 36.96 | 63.63 |
| Yield(%) | 0.00 | 2.63 | 1.51 | 0.69 | 0.76 | 0.50 | 0.38 | … | … | 0.55 | 1.76 | 1.25 | 1.67 | 0.50 | 0.13 | 0.00 | 0.00 | 0.00 |
Data as of 05/08/2026, Common starting date is 02/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPI (eXp World Holdings Inc) |
-39.38%
Feb 2021 – Feb 2024 |
-34.24%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPI (eXp World Holdings Inc) |
114.94%
Oct 2018 – Oct 2021 |
35.11%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart