Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XL (XL Fleet Corp) | NA | -56.52% | -50.68% | -49.13% | -26.60% | NA | NA | … | … |
Data as of 01/13/2023, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XL (XL Fleet Corp) | 06/18/2012 | 01/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 21.21 | -56.52 | -50.68 | -49.13 | -26.60 | NA | NA | … | … | 30.43 | -72.21 | -86.05 | 138.73 | -82.74 | 63.79 | -5.64 | -4.90 | 13.99 | 7.95 | 27.06 | 24.86 | -7.43 | 21.53 | 419.83 | -92.15 | -28.62 | 9.34 | -10.73 | 2.80 | 2.97 | -13.49 | 6.96 | 73.74 | -28.58 | 21.13 | 72.05 | 27.78 | 58.61 | -8.21 | -3.99 | 28.37 | 28.53 |
| Sharpe Ratio | NA | -0.65 | -0.62 | -0.44 | -0.35 | NA | NA | … | … | 2,215.07 | -0.84 | -1.11 | 1.73 | -0.24 | 2.25 | -1.26 | -1.74 | -0.28 | -0.73 | 0.49 | 1.80 | -0.71 | 0.09 | 3.73 | -0.70 | -1.46 | -0.85 | -1.40 | -0.96 | -0.62 | -0.94 | -0.38 | 1.25 | -0.98 | 0.81 | 2.72 | 1.19 | 3.25 | -0.63 | -0.29 | 0.96 | 2.23 |
| Standard Deviation(%) | NA | 88.67 | 82.47 | 114.24 | 77.56 | NA | NA | … | … | 76.80 | 88.03 | 77.27 | 79.48 | 308.27 | 35.59 | 19.77 | 22.36 | 16.17 | 14.43 | 17.35 | 19.13 | 36.36 | 32.06 | 107.63 | 159.75 | 34.73 | 15.37 | 22.68 | 17.55 | 26.38 | 35.32 | 38.08 | 40.57 | 32.59 | 22.02 | 25.10 | 20.17 | 16.83 | 17.63 | 20.75 | 26.70 | 31.68 |
| Draw Down(%) | NA | 73.91 | 97.79 | 98.75 | 98.75 | NA | NA | … | … | 8.33 | 78.57 | 86.56 | 30.04 | 82.95 | 3.40 | 24.86 | 21.72 | 10.74 | 12.19 | 10.51 | 9.47 | 27.08 | 21.37 | 38.34 | 94.45 | 41.44 | 14.56 | 22.28 | 15.40 | 22.18 | 37.02 | 27.88 | 25.99 | 42.06 | 25.30 | 12.67 | 12.49 | 10.21 | 19.31 | 16.48 | 16.64 | 10.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.25 | 1.53 | 1.42 | 1.06 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.29 | 2.33 | 2.09 | 2.09 | 2.05 | 2.21 | 1.10 | 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 01/13/2023, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XL (XL Fleet Corp) |
-73.08%
Aug 2019 – Aug 2022 |
-53.07%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XL (XL Fleet Corp) |
22.56%
Jul 2012 – Jul 2015 |
16.54%
Jul 2012 – Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart