Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFEAX | NA | -19.88% | -8.03% | NA | NA | NA | NA | … | … |
Data as of 12/11/2020, Common starting date is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFEAX | 08/08/2017 | 12/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.19 | -19.88 | -8.03 | NA | NA | NA | NA | … | … | -23.58 | 5.90 | -12.21 | 13.72 |
| Sharpe Ratio | NA | -0.41 | -0.27 | NA | NA | NA | NA | … | … | -0.49 | 0.16 | -0.46 | 2.56 |
| Standard Deviation(%) | NA | 48.97 | 33.92 | NA | NA | NA | NA | … | … | 50.39 | 28.31 | 29.65 | 14.65 |
| Draw Down(%) | NA | 57.78 | 62.66 | NA | NA | NA | NA | … | … | 57.78 | 19.33 | 28.54 | 6.75 |
| Yield(%) | 0.00 | 3.41 | 4.36 | 3.15 | 1.57 | 1.05 | 0.79 | … | … | 1.88 | 6.17 | 4.86 | 2.79 |
Data as of 12/11/2020, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFEAX (XFEAX) |
-12.71%
Sep 2017 – Sep 2020 |
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 |
|---|---|---|---|---|
| XFEAX (XFEAX) |
-7.69%
Nov 2017 – Nov 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart