Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FOXX (Foxx Development Holdings Inc.) NA -32.50% -29.61% -14.83% -7.71% -5.21% -3.93%
Data as of 06/11/2026, Common starting date is 01/04/1999
More Performance Analytics Comparison
Name Start Date End Date
FOXX (Foxx Development Holdings Inc.) 01/04/1999 06/11/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -32.50 -29.61 -14.83 -7.71 -5.21 -3.93
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOXX (Foxx Development Holdings Inc.) -37.51%
May 2023 – May 2026
-30.56%
May 2021 – May 2026
-0.67%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FOXX (Foxx Development Holdings Inc.) 87.77%
Aug 1999 – Aug 2002
51.36%
Jan 2001 – Jan 2006
18.96%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return