Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XRX (Xerox Holdings Corporation) | -37.70% | -48.90% | -23.30% | -15.16% | -14.93% | -8.23% | -8.30% | -2.74% |
Data as of 07/11/2025, AR inception is 01/03/1977
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRX (Xerox Holdings Corporation) | 01/03/1977 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | -48.90 | -23.30 | -15.16 | -14.93 | -8.23 | -8.30 | -2.74 | -37.70 | -49.82 | 33.82 | -31.32 | 1.97 | -33.58 | 92.23 | -29.39 | -13.73 | -15.22 | -21.31 | 16.19 | 82.69 | -12.33 | -29.54 | 38.52 | 8.88 | -50.01 | -4.23 | 15.70 | -13.87 | 23.26 | 71.43 | -22.74 | 127.87 | -78.88 | -61.55 | 59.73 | 40.38 | 15.24 | 38.38 | 10.77 | 12.78 | 15.69 | 92.96 | -37.99 | -1.93 | 3.09 | -5.63 | 0.42 | 57.76 | -23.48 | 32.44 | -7.72 | -32.36 | -3.62 | 16.67 | 13.90 | -19.74 |
| Sharpe Ratio | NA | -0.88 | -0.55 | -0.37 | -0.22 | NA | NA | -0.12 | -0.95 | -1.13 | 0.84 | -0.66 | 0.06 | -0.51 | 2.91 | -0.96 | -0.07 | -0.53 | -0.74 | 0.66 | 3.13 | -0.43 | -0.82 | 1.17 | 0.15 | -0.96 | -0.30 | 0.61 | -0.66 | 0.84 | 1.78 | -0.32 | 1.52 | -0.95 | -1.12 | 1.54 | 1.29 | 0.35 | 1.53 | 0.34 | 0.48 | 0.62 | 3.15 | -1.63 | -0.40 | -0.08 | -0.26 | -0.16 | 2.47 | -1.14 | 1.11 | -0.47 | -1.61 | -0.40 | 0.44 | 0.32 | -1.08 |
| Standard Deviation(%) | NA | 59.48 | 48.60 | 45.53 | 75.09 | NA | NA | 47.71 | 66.04 | 47.32 | 36.38 | 49.63 | 34.43 | 66.41 | 31.21 | 32.21 | 198.32 | 29.37 | 28.73 | 24.66 | 26.43 | 29.03 | 35.88 | 32.73 | 57.95 | 53.12 | 24.36 | 20.24 | 24.38 | 26.48 | 39.80 | 73.77 | 84.42 | 87.80 | 58.16 | 36.53 | 28.25 | 32.75 | 22.49 | 22.44 | 22.06 | 21.15 | 28.12 | 26.55 | 19.75 | 23.07 | 37.37 | 24.85 | 21.19 | 26.61 | 23.46 | 32.96 | 26.48 | 29.91 | 20.95 | 27.33 | 21.81 |
| Draw Down(%) | NA | 67.35 | 79.24 | 82.07 | 94.95 | NA | NA | 97.15 | 62.08 | 55.82 | 27.51 | 42.80 | 31.69 | 60.54 | 24.64 | 42.98 | 74.94 | 20.56 | 32.36 | 17.20 | 12.72 | 27.68 | 41.80 | 29.96 | 54.18 | 67.26 | 20.65 | 13.43 | 27.04 | 17.25 | 17.55 | 62.45 | 42.03 | 84.69 | 68.79 | 30.93 | 21.33 | 22.03 | 11.73 | 18.66 | 19.46 | 17.18 | 13.57 | 50.21 | 19.08 | 18.55 | 40.86 | 31.47 | 16.33 | 33.82 | 15.77 | 33.84 | 40.67 | 26.63 | 16.39 | 20.47 | 24.46 |
| Yield(%) | 0.00 | 6.00 | 6.30 | 5.87 | 3.38 | 3.65 | 1.84 | 1.24 | 1.82 | 5.55 | 6.63 | 4.39 | 4.45 | 2.71 | 4.97 | 3.40 | 3.64 | 3.03 | 2.04 | 2.12 | 3.23 | 2.10 | 1.47 | 1.99 | 2.05 | 1.09 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.35 | 2.69 | 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 07/11/2025, AR inception is 01/03/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRX (Xerox Holdings Corporation) |
-52.61%
Jun 1999 - Jun 2002 |
-34.21%
Sep 1997 - Sep 2002 |
-21.25%
Mar 1999 - Mar 2009 |
-10.91%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRX (Xerox Holdings Corporation) |
44.51%
Dec 2000 - Dec 2003 |
34.58%
Apr 1993 - Apr 1998 |
20.22%
Apr 1988 - Apr 1998 |
15.97%
Jun 1984 - Jun 1999 |
Annualized Rolling Returns Comparison Chart