Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXPI (eXp World Holdings, Inc.) | -1.31% | -18.40% | -5.82% | 2.55% | NA | NA | NA | 10.52% |
Data as of 07/23/2025, AR inception is 02/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPI (eXp World Holdings, Inc.) | 02/07/2018 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.92 | -18.40 | -5.82 | 2.55 | NA | NA | NA | 10.52 | -1.31 | -24.64 | 42.00 | -66.76 | 6.93 | 457.11 | 60.03 | -39.80 |
| Sharpe Ratio | NA | -0.62 | -0.20 | 0.03 | NA | NA | NA | 0.09 | -0.53 | -0.59 | 0.61 | -0.89 | 0.08 | 5.46 | 1.20 | -0.65 |
| Standard Deviation(%) | NA | 49.24 | 58.57 | 72.10 | NA | NA | NA | 69.24 | 48.62 | 53.31 | 62.35 | 76.93 | 90.19 | 82.93 | 49.04 | 68.61 |
| Draw Down(%) | NA | 49.04 | 69.73 | 90.29 | NA | NA | NA | 90.29 | 36.24 | 42.09 | 54.26 | 69.54 | 70.98 | 40.24 | 36.96 | 63.63 |
| Yield(%) | 0.00 | 1.43 | 1.37 | 0.71 | 0.63 | 0.42 | 0.31 | 0.90 | 0.88 | 1.25 | 1.67 | 0.50 | 0.13 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2025, AR inception 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.) |
-39.39%
Feb 2021 - Feb 2024 |
2.40%
Jun 2020 - Jun 2025 |
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.) |
114.95%
Oct 2018 - Oct 2021 |
35.09%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart