Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XYF (X Financial) | 121.57% | 341.73% | 99.99% | 50.46% | NA | NA | NA | -7.43% |
Data as of 07/17/2025, AR inception is 09/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XYF (X Financial) | 09/20/2018 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.55 | 341.73 | 99.99 | 50.46 | NA | NA | NA | -7.43 | 121.57 | 146.56 | 26.06 | 0.33 | 50.50 | -60.95 | -59.72 | -61.53 |
| Sharpe Ratio | NA | 4.81 | 1.40 | 0.51 | NA | NA | NA | -0.09 | 4.97 | 2.49 | 0.34 | -0.01 | 0.39 | -0.52 | -0.84 | -1.49 |
| Standard Deviation(%) | NA | 73.26 | 69.73 | 92.91 | NA | NA | NA | 90.41 | 82.03 | 57.48 | 67.14 | 82.74 | 129.79 | 117.95 | 72.62 | 66.03 |
| Draw Down(%) | NA | 33.40 | 45.82 | 90.16 | NA | NA | NA | 95.42 | 33.40 | 25.76 | 35.44 | 52.21 | 81.72 | 71.91 | 76.63 | 62.16 |
| Yield(%) | 0.00 | 9.70 | 9.74 | 17.08 | 0.77 | 0.52 | 0.39 | 1.29 | 2.97 | 9.02 | 5.70 | 0.00 | 0.00 | 0.00 | 2.31 | 0.00 |
Data as of 07/17/2025, AR inception is 09/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYF (X Financial) |
-46.98%
Feb 2019 - Feb 2022 |
-28.81%
Oct 2018 - Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYF (X Financial) |
96.72%
May 2022 - May 2025 |
58.87%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart