Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XAXCX | -2.63% | -2.27% | -1.21% | NA | NA | NA | NA | -4.78% |
Data as of 07/11/2025, AR inception is 09/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAXCX | 09/01/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -2.27 | -1.21 | NA | NA | NA | NA | -4.78 | -2.63 | -1.25 | -0.09 | -10.12 | 0.00 |
| Sharpe Ratio | NA | -1.75 | -1.49 | NA | NA | NA | NA | -2.05 | -2.07 | -4.25 | -1.58 | -2.83 | -0.01 |
| Standard Deviation(%) | NA | 3.20 | 3.21 | NA | NA | NA | NA | 3.17 | 4.16 | 1.85 | 2.76 | 4.08 | 2.48 |
| Draw Down(%) | NA | 4.61 | 7.46 | NA | NA | NA | NA | 15.73 | 4.44 | 3.37 | 3.10 | 11.47 | 1.52 |
| 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 07/11/2025, AR inception is 09/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAXCX (XAXCX) |
-4.30%
Apr 2022 - Apr 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 |
|---|---|---|---|---|
| XAXCX (XAXCX) |
-1.51%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart