Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XROLF (Xero Limited) | -20.42% | -49.44% | -7.16% | -10.56% | 16.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XROLF (Xero Limited) | 03/26/2012 | 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 (%) | 8.81 | -49.44 | -7.16 | -10.56 | 16.72 | NA | NA | … | … | -20.42 | -30.50 | 41.02 | 60.00 | -53.89 | -9.27 | 93.23 | 90.01 | 35.96 | 87.44 | -11.50 | 8.21 | -54.31 | 327.30 | 112.84 |
| Sharpe Ratio | NA | -1.13 | -0.30 | -0.35 | 0.36 | NA | NA | … | … | -0.91 | -0.76 | 1.29 | 1.56 | -1.08 | -0.27 | 1.66 | 2.76 | 0.76 | 3.05 | -0.26 | 0.15 | -1.12 | 5.79 | 3.10 |
| Standard Deviation(%) | NA | 50.19 | 41.03 | 41.74 | 41.84 | NA | NA | … | … | 61.22 | 44.47 | 26.90 | 36.07 | 51.48 | 37.02 | 55.85 | 32.05 | 45.68 | 28.58 | 44.72 | 53.34 | 48.49 | 56.50 | 54.74 |
| Draw Down(%) | NA | 62.96 | 62.96 | 63.35 | 63.92 | NA | NA | … | … | 35.80 | 43.31 | 13.33 | 27.61 | 58.99 | 28.48 | 39.96 | 10.53 | 30.63 | 19.61 | 29.83 | 56.06 | 69.00 | 22.82 | 12.56 |
| 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 |
Data as of 06/03/2026, Common starting date is 03/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XROLF (Xero Limited) |
-26.87%
Feb 2014 – Feb 2017 |
-12.06%
May 2021 – May 2026 |
8.04%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XROLF (Xero Limited) |
70.90%
Dec 2017 – Dec 2020 |
57.43%
Apr 2016 – Apr 2021 |
36.55%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart