Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPPLF (XP Power Limited) | 42.17% | 64.49% | -15.34% | -24.07% | -0.60% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPPLF (XP Power Limited) | 08/06/2012 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 64.49 | -15.34 | -24.07 | -0.60 | NA | NA | … | … | 42.17 | -24.59 | -9.17 | -32.76 | -60.63 | 14.08 | 68.50 | 25.05 | -30.50 | 115.32 | 3.47 | 6.16 | 4.83 | 42.07 | -3.07 |
| Sharpe Ratio | NA | 1.04 | -0.19 | -0.32 | -0.03 | NA | NA | … | … | 1.91 | -0.45 | -0.13 | -0.44 | -0.86 | 0.45 | 0.86 | 0.68 | -0.92 | 3.41 | 0.48 | 2.18 | 0.15 | 2.12 | -0.28 |
| Standard Deviation(%) | NA | 59.54 | 94.38 | 83.38 | 66.46 | NA | NA | … | … | 70.31 | 62.05 | 120.25 | 83.90 | 70.95 | 32.00 | 79.36 | 34.79 | 34.70 | 33.81 | 6.84 | 2.82 | 31.91 | 19.82 | 26.83 |
| Draw Down(%) | NA | 22.43 | 72.13 | 88.37 | 88.37 | NA | NA | … | … | 8.26 | 46.92 | 36.49 | 62.56 | 75.95 | 12.86 | 50.70 | 23.84 | 35.48 | 0.00 | 4.99 | 0.00 | 20.61 | 3.15 | 14.46 |
| Yield(%) | 0.00 | 0.00 | 0.57 | 0.63 | 3.34 | 4.26 | 3.20 | … | … | 0.00 | 0.00 | 0.00 | 3.62 | 1.52 | 1.23 | 2.56 | 3.74 | 2.27 | 4.45 | 4.14 | 4.17 | 4.48 | 3.96 | 1.43 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPPLF (XP Power Limited) |
-41.71%
May 2021 – May 2024 |
-27.03%
Dec 2020 – Dec 2025 |
-6.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPPLF (XP Power Limited) |
41.84%
Feb 2019 – Feb 2022 |
33.98%
Jul 2016 – Jul 2021 |
9.20%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart