Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GXO (GXO Logistics, Inc.) | -5.64% | 18.77% | -5.12% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GXO (GXO Logistics, Inc.) | 08/04/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 18.77 | -5.12 | NA | NA | NA | NA | … | … | -5.64 | 23.70 | -30.02 | 43.27 | -53.00 | 28.78 |
| Sharpe Ratio | NA | 0.44 | -0.19 | NA | NA | NA | NA | … | … | -0.28 | 0.52 | -1.02 | 1.23 | -0.99 | 1.76 |
| Standard Deviation(%) | NA | 40.07 | 38.62 | NA | NA | NA | NA | … | … | 50.08 | 41.17 | 36.29 | 31.97 | 55.30 | 47.96 |
| Draw Down(%) | NA | 30.60 | 52.99 | NA | NA | NA | NA | … | … | 30.60 | 31.72 | 33.46 | 25.72 | 63.64 | 19.06 |
| Yield(%) | 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 |
Data as of 06/04/2026, Common starting date is 08/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXO (GXO Logistics, Inc.) |
-22.27%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GXO (GXO Logistics, Inc.) |
15.44%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart