Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USX (US Xpress Enterprises Inc) | NA | 129.10% | 0.77% | -16.58% | NA | NA | NA | … | … |
Data as of 06/30/2023, Common starting date is 06/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USX (US Xpress Enterprises Inc) | 06/15/2018 | 06/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 129.10 | 0.77 | -16.58 | NA | NA | NA | … | … | 239.23 | -69.17 | -14.18 | 35.98 | -10.34 | -66.25 |
| Sharpe Ratio | NA | 0.84 | 0.00 | -0.19 | NA | NA | NA | … | … | 5.44 | -0.91 | -0.26 | 0.43 | -0.21 | -1.16 |
| Standard Deviation(%) | NA | 148.89 | 103.24 | 91.54 | NA | NA | NA | … | … | 200.87 | 77.33 | 55.46 | 82.85 | 57.30 | 75.68 |
| Draw Down(%) | NA | 63.10 | 88.44 | 91.43 | NA | NA | NA | … | … | 37.56 | 75.78 | 60.39 | 56.43 | 64.63 | 70.28 |
| 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 06/30/2023, Common starting date is 06/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USX (US Xpress Enterprises Inc) |
-33.30%
Jan 2020 – Jan 2023 |
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 |
|---|---|---|---|---|
| USX (US Xpress Enterprises Inc) |
21.16%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart