Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XERI (Xeriant Inc) | 100.00% | 100.00% | -12.64% | -41.42% | -3.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XERI (Xeriant Inc) | 03/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 100.00 | -12.64 | -41.42 | -3.97 | NA | NA | … | … | 100.00 | -50.00 | 0.00 | -50.00 | -55.56 | -53.22 | 470.00 | 900.00 | -25.00 | -86.67 | 42.86 | -82.05 | -53.20 | 25.00 |
| Sharpe Ratio | NA | 0.67 | -0.06 | -0.17 | -0.02 | NA | NA | … | … | 1.97 | -0.26 | -0.02 | -0.24 | -0.35 | -0.36 | 1.88 | 2.85 | -0.08 | -0.27 | 0.14 | -0.23 | -0.28 | 0.16 |
| Standard Deviation(%) | NA | 146.26 | 260.15 | 227.08 | 259.10 | NA | NA | … | … | 224.49 | 205.40 | 331.42 | 224.89 | 164.34 | 146.92 | 247.87 | 315.08 | 313.72 | 318.31 | 297.31 | 352.58 | 192.59 | 210.23 |
| Draw Down(%) | NA | 50.00 | 82.50 | 98.00 | 98.65 | NA | NA | … | … | 50.00 | 73.33 | 66.67 | 66.67 | 85.71 | 86.54 | 56.76 | 70.00 | 90.00 | 96.00 | 85.19 | 86.67 | 76.19 | 53.64 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XERI (Xeriant Inc) |
-76.79%
Aug 2014 – Aug 2017 |
-61.93%
Oct 2013 – Oct 2018 |
-27.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XERI (Xeriant Inc) |
382.74%
Jan 2018 – Jan 2021 |
82.06%
Jul 2017 – Jul 2022 |
-3.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart