Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RXO (RXO Inc.) | 96.36% | 64.26% | 4.20% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/27/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RXO (RXO Inc.) | 10/27/2022 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.67 | 64.26 | 4.20 | NA | NA | NA | NA | … | … | 96.36 | -46.69 | 4.73 | 35.23 | -18.10 |
| Sharpe Ratio | NA | 1.00 | 0.10 | NA | NA | NA | NA | … | … | 6.37 | -0.72 | -0.04 | 0.85 | -1.06 |
| Standard Deviation(%) | NA | 73.74 | 59.09 | NA | NA | NA | NA | … | … | 79.05 | 69.83 | 45.07 | 36.97 | 67.30 |
| Draw Down(%) | NA | 43.07 | 67.15 | NA | NA | NA | NA | … | … | 29.85 | 60.91 | 26.46 | 26.60 | 25.67 |
| 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 |
Data as of 06/17/2026, Common starting date is 10/27/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXO (RXO Inc.) |
-11.39%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXO (RXO Inc.) |
7.02%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart