Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXBY (Foxby Corp) | -1.94% | 39.75% | 33.12% | 15.03% | 13.47% | 11.31% | 5.27% | … | … |
Data as of 06/03/2026, Common starting date is 10/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXBY (Foxby Corp) | 10/26/1999 | 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 (%) | 2.47 | 39.75 | 33.12 | 15.03 | 13.47 | 11.31 | 5.27 | … | … | -1.94 | 36.36 | 44.62 | 5.23 | -9.04 | 46.41 | -1.35 | 25.02 | -13.88 | 16.76 | 13.18 | -13.92 | -4.10 | 36.05 | 17.77 | 12.73 | 7.84 | 85.45 | -81.42 | 23.67 | 17.56 | -7.66 | -7.50 | 15.94 | -33.65 | -33.82 | -60.58 | 30.00 |
| Sharpe Ratio | NA | 1.62 | 0.84 | 0.45 | 0.19 | NA | NA | … | … | -0.30 | 1.01 | 1.88 | 0.06 | -0.37 | 0.23 | -0.03 | 0.79 | -0.65 | 0.79 | 0.44 | -0.64 | -0.09 | 0.64 | 0.37 | 0.36 | 0.18 | 1.09 | -0.35 | 0.58 | 0.64 | -0.50 | -0.36 | 0.45 | -0.63 | -0.54 | -1.24 | 7.73 |
| Standard Deviation(%) | NA | 26.17 | 28.27 | 28.07 | 63.86 | NA | NA | … | … | 24.16 | 33.39 | 21.81 | 27.54 | 28.32 | 197.56 | 49.96 | 29.77 | 23.67 | 20.36 | 29.32 | 21.68 | 47.27 | 56.58 | 47.80 | 35.20 | 42.27 | 78.39 | 238.00 | 35.84 | 22.18 | 19.75 | 23.73 | 33.87 | 55.43 | 67.72 | 52.30 | 41.06 |
| Draw Down(%) | NA | 17.57 | 17.57 | 34.40 | 72.57 | NA | NA | … | … | 13.10 | 13.83 | 5.93 | 25.42 | 21.88 | 72.57 | 41.28 | 12.39 | 27.95 | 6.82 | 12.58 | 15.43 | 19.61 | 26.42 | 21.88 | 15.79 | 22.50 | 29.23 | 89.06 | 22.79 | 11.72 | 14.91 | 21.56 | 19.67 | 42.69 | 63.61 | 69.42 | 7.54 |
| Yield(%) | 0.00 | 0.79 | 6.50 | 5.86 | 25.53 | 23.55 | 9.86 | … | … | 0.00 | 0.76 | 13.26 | 2.16 | 1.34 | 90.91 | 0.00 | 1.11 | 0.00 | 0.00 | 0.63 | 1.07 | 0.00 | 1.40 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.48 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXBY (Foxby Corp) |
-45.62%
Feb 2000 – Feb 2003 |
-28.67%
Feb 2000 – Feb 2005 |
-21.84%
Feb 2000 – Feb 2010 |
-11.66%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXBY (Foxby Corp) |
32.45%
Mar 2009 – Mar 2012 |
29.29%
Dec 2008 – Dec 2013 |
15.40%
Jan 2016 – Jan 2026 |
12.57%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart