Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XHG (XChange TEC.INC) | -92.27% | -99.69% | -96.27% | -92.94% | NA | NA | NA | -93.76% |
Data as of 07/18/2025, AR inception is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHG (XChange TEC.INC) | 11/05/2019 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.32 | -99.69 | -96.27 | -92.94 | NA | NA | NA | -93.76 | -92.27 | -97.85 | -97.97 | -11.35 | -79.37 | -75.55 | -37.64 |
| Sharpe Ratio | NA | -0.40 | -0.45 | -0.51 | NA | NA | NA | -0.53 | -0.45 | -0.39 | -0.53 | -0.08 | -0.75 | -1.21 | -1.16 |
| Standard Deviation(%) | NA | 254.48 | 219.39 | 184.97 | NA | NA | NA | 174.65 | 225.74 | 257.61 | 190.19 | 166.87 | 105.18 | 62.60 | 83.72 |
| Draw Down(%) | NA | 99.74 | 100.00 | 100.00 | NA | NA | NA | 100.00 | 94.43 | 98.13 | 99.03 | 76.84 | 91.01 | 78.65 | 46.67 |
| 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 |
Data as of 07/18/2025, AR inception is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHG (XChange TEC.INC) |
-96.52%
Jun 2022 - Jun 2025 |
-93.20%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHG (XChange TEC.INC) |
-64.50%
Dec 2019 - Dec 2022 |
-88.57%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart