Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXHI (Phonex Inc) | -35.26% | 39.00% | 10.43% | 33.93% | 7.98% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXHI (Phonex Inc) | 02/13/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.65 | 39.00 | 10.43 | 33.93 | 7.98 | NA | NA | … | … | -35.26 | 184.64 | 41.18 | -27.97 | 20.41 | 146.85 | 367.06 | -15.00 | -79.43 | -4.96 | -58.41 | -38.81 | -33.00 | 33.33 |
| Sharpe Ratio | NA | 0.64 | 0.11 | 0.40 | 0.02 | NA | NA | … | … | -0.86 | 1.99 | 0.44 | -0.52 | 0.24 | 0.92 | 2.05 | -0.04 | -0.12 | -0.03 | -0.46 | -0.33 | -0.39 | 0.17 |
| Standard Deviation(%) | NA | 83.43 | 82.21 | 81.90 | 279.20 | NA | NA | … | … | 72.41 | 93.84 | 86.21 | 61.73 | 81.04 | 159.38 | 177.60 | 461.98 | 660.88 | 191.36 | 128.55 | 116.65 | 83.77 | 223.05 |
| Draw Down(%) | NA | 51.82 | 57.67 | 65.45 | 99.04 | NA | NA | … | … | 46.73 | 32.73 | 36.88 | 57.67 | 41.84 | 63.64 | 55.43 | 94.95 | 95.66 | 69.41 | 59.20 | 66.14 | 64.67 | 58.82 |
| Yield(%) | 0.00 | 74.19 | 23.96 | 46.00 | 11.50 | 3.41 | 2.56 | … | … | 0.00 | 95.83 | 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 06/11/2026, Common starting date is 02/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXHI (Phonex Inc) |
-71.16%
Jun 2015 – Jun 2018 |
-60.58%
Jun 2013 – Jun 2018 |
-14.08%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXHI (Phonex Inc) |
192.40%
Jun 2018 – Jun 2021 |
121.79%
Jun 2018 – Jun 2023 |
13.77%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart