Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XCLR (Global X S&P 500 Collar 95-110 ETF) | 4.05% | 11.38% | 12.14% | NA | NA | NA | NA | -3.00% |
Data as of 07/25/2025, AR inception is 03/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCLR (Global X S&P 500 Collar 95-110 ETF) | 03/25/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 11.38 | 12.14 | NA | NA | NA | NA | -3.00 | 4.05 | 20.68 | 15.64 | -12.93 | -29.99 |
| Sharpe Ratio | NA | 0.40 | 0.82 | NA | NA | NA | NA | -0.21 | 0.19 | 1.71 | 1.24 | -1.23 | -0.65 |
| Standard Deviation(%) | NA | 11.98 | 11.05 | NA | NA | NA | NA | 26.17 | 12.54 | 10.00 | 9.77 | 11.73 | 57.19 |
| Draw Down(%) | NA | 12.46 | 12.46 | NA | NA | NA | NA | 46.74 | 12.46 | 5.81 | 7.31 | 14.56 | 41.77 |
| Yield(%) | 0.00 | 16.52 | 7.72 | 3.23 | 1.61 | 1.08 | 0.81 | 4.04 | 0.00 | 19.19 | 1.59 | 0.86 | 1.77 |
Data as of 07/25/2025, AR inception is 03/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCLR (Global X S&P 500 Collar 95-110 ETF) |
-10.50%
Apr 2021 - Apr 2024 |
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 |
|---|---|---|---|---|
| XCLR (Global X S&P 500 Collar 95-110 ETF) |
12.35%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart