Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZTAX (X-Square Series Trust) | 5.12% | 11.07% | 6.06% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 05/18/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTAX (X-Square Series Trust) | 05/18/2023 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | 11.07 | 6.06 | NA | NA | NA | NA | … | … | 5.12 | -1.04 | 7.98 | 0.00 |
| Sharpe Ratio | NA | 0.11 | -0.01 | NA | NA | NA | NA | … | … | -0.06 | -0.17 | 0.14 | NA |
| Standard Deviation(%) | NA | 29.90 | 27.54 | NA | NA | NA | NA | … | … | 34.76 | 22.75 | 30.42 | 26.32 |
| Draw Down(%) | NA | 10.47 | 15.35 | NA | NA | NA | NA | … | … | 9.50 | 11.91 | 11.37 | 11.90 |
| Yield(%) | 0.00 | 4.37 | 4.58 | NA | NA | NA | NA | … | … | 1.97 | 4.33 | 4.75 | NA |
Data as of 06/17/2026, Common starting date is 05/18/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTAX (X-Square Series Trust) |
0.00%
NA |
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 |
|---|---|---|---|---|
| ZTAX (X-Square Series Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart