Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAXCX | -7.14% | -10.58% | -4.42% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 09/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAXCX | 09/01/2021 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -10.58 | -4.42 | NA | NA | NA | NA | … | … | -7.14 | -6.16 | -1.25 | -0.09 | -10.12 | 0.00 |
| Sharpe Ratio | NA | -3.28 | -2.28 | NA | NA | NA | NA | … | … | -4.28 | -2.20 | -4.25 | -1.58 | -2.83 | -0.01 |
| Standard Deviation(%) | NA | 4.03 | 3.36 | NA | NA | NA | NA | … | … | 4.14 | 4.16 | 1.85 | 2.76 | 4.08 | 2.48 |
| Draw Down(%) | NA | 10.67 | 14.63 | NA | NA | NA | NA | … | … | 7.31 | 6.16 | 3.37 | 3.10 | 11.47 | 1.52 |
| 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 |
Data as of 06/15/2026, Common starting date is 09/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAXCX (XAXCX) |
-4.30%
Apr 2022 – Apr 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 |
|---|---|---|---|---|
| XAXCX (XAXCX) |
-1.24%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart