Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XLPI (XcelPlus International Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 10/04/2021, Common starting date is 02/23/2007
More Performance Analytics Comparison
Name Start Date End Date
XLPI (XcelPlus International Inc) 02/23/2007 10/04/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2007
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 3,200.00 0.00 0.00 0.00 900.00 -90.00 0.00 0.00 -92.31 -47.37
Sharpe Ratio NA 39.70 5.15 0.50 0.12 NA NA 45.33 5.04 -0.01 0.00 0.00 1.13 -0.13 0.00 0.00 -0.13 -0.09
Standard Deviation(%) NA 652.37 556.05 639.13 582.67 NA NA 742.88 625.63 267.03 462.36 881.72 791.61 692.00 353.58 NA 350.44 710.09
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 93.33 80.00 90.00 99.00 99.00 99.00 80.00 0.00 92.31 73.68
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
Data as of 10/04/2021, Common starting date is 02/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XLPI (XcelPlus International Inc) -67.82%
May 2014 – May 2017
-65.34%
Apr 2012 – Apr 2017
15.06%
Jul 2011 – Jul 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XLPI (XcelPlus International Inc) 538.25%
Sep 2018 – Sep 2021
218.94%
Dec 2015 – Dec 2020
17.25%
Aug 2011 – Aug 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return