Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCRT (Union Dental Holdings Inc) | 0.00% | -50.00% | -41.52% | -34.63% | 25.89% | 2.91% | -6.20% | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCRT (Union Dental Holdings Inc) | 01/19/2005 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -50.00 | -41.52 | -34.63 | 25.89 | 2.91 | -6.20 | … | … | 0.00 | -50.00 | -50.00 | 0.00 | -53.49 | 81.05 | 4,650.00 | -9.09 | 10.00 | 42.86 | -65.00 | -89.90 | 465.71 | -2.78 | 176.92 | -68.29 | -19.61 | 104.00 | -66.67 | -81.25 | -60.00 | -86.49 |
| Sharpe Ratio | NA | -0.15 | -0.16 | -0.15 | 0.08 | NA | NA | … | … | -0.01 | -0.20 | -0.23 | -0.02 | -0.26 | 0.53 | 16.39 | -0.03 | 0.03 | 0.16 | -0.17 | -0.27 | 1.69 | -0.01 | 0.42 | -0.23 | -0.08 | 0.50 | -0.31 | -0.64 | -0.38 | -0.57 |
| Standard Deviation(%) | NA | 349.92 | 275.23 | 244.50 | 275.30 | NA | NA | … | … | 441.85 | 265.89 | 248.41 | 174.95 | 214.29 | 152.70 | 275.08 | 387.26 | 276.92 | 264.87 | 375.13 | 329.42 | 275.83 | 211.44 | 429.30 | 300.99 | 259.95 | 209.03 | 219.31 | 131.34 | 164.91 | 158.61 |
| Draw Down(%) | NA | 50.00 | 93.31 | 93.38 | 94.91 | NA | NA | … | … | 50.00 | 66.67 | 85.50 | 76.92 | 80.43 | 77.94 | 85.71 | 73.08 | 68.97 | 79.31 | 91.43 | 96.88 | 77.55 | 78.67 | 83.33 | 86.25 | 79.78 | 58.33 | 77.78 | 85.71 | 86.96 | 89.19 |
| 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 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRT (Union Dental Holdings Inc) |
-73.57%
Oct 2014 – Oct 2017 |
-57.94%
Jun 2005 – Jun 2010 |
-38.38%
Aug 2005 – Aug 2015 |
-28.97%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCRT (Union Dental Holdings Inc) |
437.55%
Apr 2018 – Apr 2021 |
173.76%
Jul 2016 – Jul 2021 |
53.97%
Jan 2012 – Jan 2022 |
23.32%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart