Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPO (XPO Logistics Inc) | 62.42% | 80.11% | 61.73% | 7.68% | 23.14% | 21.56% | 22.21% | … | … |
Data as of 06/15/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPO (XPO Logistics Inc) | 10/07/2003 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 80.11 | 61.73 | 7.68 | 23.14 | 21.56 | 22.21 | … | … | 62.42 | 7.75 | 51.00 | 163.11 | -57.01 | -35.04 | 49.56 | 39.73 | -37.72 | 112.21 | 58.39 | -33.34 | 55.50 | 51.27 | 40.73 | 20.61 | 100.00 | 11.30 | -6.50 | -3.15 | 86.76 | -54.67 | 8.70 | 10.40 | 37.50 |
| Sharpe Ratio | NA | 1.92 | 1.44 | 0.11 | 0.40 | NA | NA | … | … | 4.55 | 0.10 | 1.04 | 3.46 | -0.78 | -0.57 | 0.70 | 0.40 | -1.17 | 2.93 | 0.46 | -1.01 | 0.88 | 0.93 | 0.49 | 0.03 | 1.75 | -0.15 | -0.45 | -0.69 | 1.15 | -0.87 | -0.13 | 0.32 | 0.56 |
| Standard Deviation(%) | NA | 43.73 | 44.89 | 57.10 | 53.33 | NA | NA | … | … | 47.33 | 48.63 | 42.98 | 46.54 | 75.37 | 61.59 | 70.25 | 41.03 | 50.75 | 31.94 | 52.44 | 51.29 | 42.26 | 35.08 | 45.70 | 66.32 | 46.59 | 48.09 | 58.34 | 36.87 | 56.26 | 86.98 | 83.85 | 99.56 | 153.72 |
| Draw Down(%) | NA | 15.63 | 42.19 | 80.74 | 80.74 | NA | NA | … | … | 15.63 | 38.27 | 21.37 | 32.39 | 62.52 | 53.88 | 58.94 | 27.69 | 61.15 | 15.09 | 31.25 | 57.24 | 28.51 | 23.26 | 39.01 | 58.94 | 24.85 | 41.74 | 40.14 | 31.01 | 24.31 | 68.67 | 63.87 | 25.29 | 32.09 |
| 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 | 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 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPO (XPO Logistics Inc) |
-26.17%
Oct 2019 – Oct 2022 |
-20.71%
Mar 2018 – Mar 2023 |
6.60%
Mar 2013 – Mar 2023 |
11.84%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPO (XPO Logistics Inc) |
84.78%
Feb 2023 – Feb 2026 |
58.21%
Sep 2009 – Sep 2014 |
37.05%
Jan 2008 – Jan 2018 |
28.66%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart