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
EXPR (Express Inc) NA -94.40% -75.38% -57.89% -43.60% NA NA
Data as of 04/23/2024, Common starting date is 05/14/2010
More Performance Analytics Comparison
Name Start Date End Date
EXPR (Express Inc) 05/14/2010 04/23/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -58.95 -94.40 -75.38 -57.89 -43.60 NA NA -88.77 -58.97 -66.88 238.46 -81.31 -4.70 -49.66 -5.67 -37.73 17.63 -21.32 23.72 -24.32 6.06 22.55
Sharpe Ratio NA -0.70 -0.67 -0.43 -0.42 NA NA -0.46 -0.80 -0.69 1.12 -0.67 -0.08 -0.84 -0.11 -0.76 0.47 -0.52 0.53 -0.46 0.14 0.97
Standard Deviation(%) NA 141.37 115.07 139.72 105.73 NA NA 225.37 79.44 98.92 213.70 122.42 74.01 61.12 55.03 49.60 37.67 41.34 45.04 53.40 42.76 38.82
Draw Down(%) NA 95.28 99.43 99.57 99.81 NA NA 90.73 71.28 82.75 75.81 88.61 66.84 56.95 54.04 50.30 20.26 34.08 26.67 59.53 31.10 31.61
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.24 0.18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.53
Data as of 04/23/2024, Common starting date is 05/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXPR (Express Inc) -69.46%
Mar 2021 – Mar 2024
-51.64%
Feb 2019 – Feb 2024
-39.46%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXPR (Express Inc) 20.60%
Oct 2010 – Oct 2013
9.16%
Aug 2010 – Aug 2015
-8.50%
Jan 2011 – Jan 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return