Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XOXO (XO Group Inc) | NA | 80.55% | 29.56% | 18.89% | NA | NA | NA | … | … |
Data as of 12/21/2018, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XOXO (XO Group Inc) | 06/18/2012 | 12/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 80.55 | 29.56 | 18.89 | NA | NA | NA | … | … | 89.54 | -5.09 | 21.11 | -11.81 | 22.54 | 59.78 | 4.73 | -15.59 | -1.89 | 21.03 | -47.80 | -39.25 | 129.37 | 126.53 | 26.25 | 393.83 | 35.00 | -36.00 | -88.89 | -46.22 |
| Sharpe Ratio | NA | 1.61 | 0.16 | -0.06 | -0.11 | NA | NA | … | … | 1.91 | -0.98 | -0.42 | -0.92 | 0.11 | 1.43 | -0.29 | -0.75 | -0.51 | 0.04 | -0.94 | -1.06 | 2.07 | 1.77 | 0.11 | 4.29 | 0.09 | -0.25 | -0.75 | -1.09 |
| Standard Deviation(%) | NA | 36.54 | 31.07 | 33.08 | 38.57 | NA | NA | … | … | 36.66 | 24.83 | 30.82 | 33.06 | 38.33 | 28.78 | 28.61 | 45.38 | 40.27 | 64.01 | 71.52 | 58.07 | 51.93 | 59.64 | 61.90 | 87.23 | 160.43 | 230.27 | 150.34 | 95.20 |
| Draw Down(%) | NA | 21.87 | 21.87 | 35.27 | 44.65 | NA | NA | … | … | 21.87 | 19.06 | 16.62 | 23.83 | 35.27 | 15.24 | 17.30 | 44.65 | 32.95 | 38.33 | 66.19 | 60.22 | 25.09 | 34.83 | 50.89 | 23.96 | 71.28 | 77.14 | 95.43 | 46.22 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/21/2018, 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 |
|---|---|---|---|---|
| XOXO (XO Group Inc) |
0.46%
Dec 2014 – Dec 2017 |
14.00%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOXO (XO Group Inc) |
34.63%
Sep 2015 – Sep 2018 |
25.71%
May 2013 – May 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart