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
XNIFX NA -7.97% -7.63% NA NA NA NA
Data as of 12/10/2020, Common starting date is 05/23/2017
More Performance Analytics Comparison
Name Start Date End Date
XNIFX 05/23/2017 12/10/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017
Annualized Return (%) 0.00 -7.97 -7.63 NA NA NA NA -7.85 -12.43 -3.17 -0.44
Sharpe Ratio NA -2.41 -1.35 NA NA NA NA -2.42 -1.39 -1.01 -0.25
Standard Deviation(%) NA 3.42 6.40 NA NA NA NA 3.52 9.95 4.46 5.88
Draw Down(%) NA 7.97 23.31 NA NA NA NA 7.97 15.26 7.00 4.26
Yield(%) 0.00 0.00 0.36 0.21 0.11 0.07 0.05 0.00 1.12 0.00 0.00
Data as of 12/10/2020, Common starting date is 05/23/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XNIFX (XNIFX) -7.73%
Oct 2017 – Oct 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
XNIFX (XNIFX) -6.42%
Jun 2017 – Jun 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return