Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXSR (Exchange Bank) | 31.93% | 64.75% | 26.20% | 5.45% | 10.92% | 12.66% | 3.39% | … | … |
Data as of 06/03/2026, Common starting date is 01/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXSR (Exchange Bank) | 01/07/1999 | 06/03/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.33 | 64.75 | 26.20 | 5.45 | 10.92 | 12.66 | 3.39 | … | … | 31.93 | 25.79 | 11.35 | -5.77 | -24.58 | 8.30 | -14.20 | 11.44 | 10.99 | 24.42 | 45.03 | 8.71 | 24.07 | 30.60 | 12.49 | -1.61 | 24.37 | -9.63 | -60.24 | -10.92 | -6.79 | 9.21 | 25.11 | 33.22 | 33.01 | 19.77 | 4.60 | -12.95 |
| Sharpe Ratio | NA | 1.76 | 0.58 | 0.04 | 0.25 | NA | NA | … | … | 1.86 | 0.71 | 0.19 | -0.25 | -0.93 | 0.23 | -0.29 | 0.43 | 0.30 | 1.55 | 1.76 | 0.55 | 1.26 | 1.37 | 0.36 | -0.04 | 0.46 | -0.11 | -1.15 | -0.97 | -0.61 | 0.45 | 0.77 | 1.53 | 1.69 | 0.78 | 0.01 | -0.55 |
| Standard Deviation(%) | NA | 28.80 | 36.04 | 34.84 | 33.83 | NA | NA | … | … | 32.09 | 32.40 | 41.20 | 37.27 | 28.02 | 35.77 | 50.46 | 23.17 | 31.79 | 15.35 | 25.47 | 15.72 | 19.15 | 22.31 | 35.28 | 42.30 | 52.74 | 90.64 | 52.88 | 14.54 | 16.68 | 15.47 | 31.19 | 21.21 | 18.84 | 22.71 | 26.51 | 30.19 |
| Draw Down(%) | NA | 8.36 | 19.51 | 47.87 | 49.82 | NA | NA | … | … | 8.36 | 12.02 | 19.31 | 26.91 | 31.03 | 13.32 | 43.12 | 9.52 | 21.97 | 8.11 | 13.18 | 8.56 | 10.71 | 8.42 | 16.80 | 35.59 | 30.72 | 53.97 | 63.34 | 20.55 | 17.17 | 8.18 | 14.08 | 10.74 | 6.97 | 10.14 | 12.86 | 23.33 |
| Yield(%) | 0.00 | 4.83 | 4.54 | 3.03 | 5.11 | 7.65 | 2.09 | … | … | 1.00 | 4.85 | 3.31 | 4.60 | 3.15 | 3.31 | 2.76 | 2.75 | 2.53 | 2.72 | 3.15 | 2.59 | 2.25 | 2.05 | 1.04 | 0.00 | 0.00 | 0.00 | 1.79 | 4.62 | 4.05 | 4.18 | 4.78 | 6.10 | 7.47 | 8.27 | 5.70 | 3.74 |
Data as of 06/03/2026, Common starting date is 01/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXSR (Exchange Bank) |
-39.43%
Apr 2006 – Apr 2009 |
-21.07%
Apr 2004 – Apr 2009 |
-4.23%
Apr 1999 – Apr 2009 |
0.34%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXSR (Exchange Bank) |
36.22%
Mar 2015 – Mar 2018 |
27.77%
May 2013 – May 2018 |
20.47%
Apr 2009 – Apr 2019 |
12.30%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart