Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XP (XP Inc.) | -4.46% | -19.32% | -2.41% | -15.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XP (XP Inc.) | 12/12/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.78 | -19.32 | -2.41 | -15.38 | NA | NA | NA | … | … | -4.46 | 40.13 | -52.23 | 79.63 | -46.62 | -27.55 | 2.99 | 11.20 |
| Sharpe Ratio | NA | -0.33 | -0.08 | -0.33 | NA | NA | NA | … | … | 0.04 | 0.91 | -1.38 | 1.44 | -0.77 | -0.58 | 0.03 | 10.65 |
| Standard Deviation(%) | NA | 45.55 | 43.39 | 49.89 | NA | NA | NA | … | … | 53.67 | 41.81 | 40.43 | 53.17 | 62.45 | 47.38 | 88.06 | 77.81 |
| Draw Down(%) | NA | 27.36 | 56.64 | 79.19 | NA | NA | NA | … | … | 27.36 | 23.33 | 52.93 | 41.19 | 60.87 | 45.51 | 60.55 | 9.04 |
| Yield(%) | 0.00 | 0.92 | 3.78 | 1.06 | 0.62 | 0.41 | 0.31 | … | … | 0.00 | 1.52 | 2.54 | 9.48 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XP (XP Inc.) |
-28.96%
Feb 2020 – Feb 2023 |
-17.69%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XP (XP Inc.) |
24.82%
Feb 2023 – Feb 2026 |
-4.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart