Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXAI (CXApp Inc.) | -33.33% | -78.64% | -73.15% | -53.29% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXAI (CXApp Inc.) | 02/04/2021 | 06/09/2026 |
| 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 (%) | 10.00 | -78.64 | -73.15 | -53.29 | NA | NA | NA | … | … | -33.33 | -81.87 | 60.47 | -87.19 | 0.80 | -3.66 |
| Sharpe Ratio | NA | -0.65 | -0.52 | -0.36 | NA | NA | NA | … | … | -0.33 | -0.79 | 0.30 | -0.37 | -0.10 | -0.90 |
| Standard Deviation(%) | NA | 119.18 | 145.36 | 152.01 | NA | NA | NA | … | … | 153.89 | 107.59 | 179.25 | 249.82 | 5.71 | 4.50 |
| Draw Down(%) | NA | 87.50 | 98.97 | 98.99 | NA | NA | NA | … | … | 61.11 | 85.46 | 78.86 | 91.26 | 3.60 | 5.86 |
| 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 06/09/2026, Common starting date is 02/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXAI (CXApp Inc.) |
-76.66%
Apr 2023 – Apr 2026 |
-56.18%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXAI (CXApp Inc.) |
-30.25%
Apr 2021 – Apr 2024 |
-53.73%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart