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
XBCI -27.02% NA NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 02/02/2026
More Performance Analytics Comparison
Name Start Date End Date
XBCI 02/02/2026 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -25.29 NA NA NA NA NA NA -27.02
Sharpe Ratio NA NA NA NA NA NA NA -0.92
Standard Deviation(%) NA NA NA NA NA NA NA 68.32
Draw Down(%) NA NA NA NA NA NA NA 34.73
Yield(%) 3.08 14.38 4.79 2.88 1.44 0.96 0.72 14.38
Data as of 06/05/2026, Common starting date is 02/02/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XBCI (XBCI) 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
XBCI (XBCI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return