Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSABX | 1.80% | -1.83% | 28.06% | 10.06% | 4.33% | 1.52% | 1.83% | … | … |
Data as of 06/08/2026, Common starting date is 03/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSABX | 03/04/1999 | 06/08/2026 |
| 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 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | -1.83 | 28.06 | 10.06 | 4.33 | 1.52 | 1.83 | … | … | 1.80 | -4.21 | 131.55 | -7.71 | -14.47 | -10.64 | -8.95 | 1.14 | 1.55 | 0.46 | 1.24 | -9.20 | 2.57 | 0.59 | 5.46 | -13.03 | 6.80 | 14.73 | -8.49 | -0.45 | 3.86 | -11.41 | 7.35 | 15.72 | 10.70 | -2.37 | -3.36 | -3.26 |
| Sharpe Ratio | NA | -0.70 | 0.61 | 0.23 | 0.12 | NA | NA | … | … | 0.19 | -0.79 | 1.79 | -1.22 | -1.53 | -2.16 | -2.36 | -0.05 | 0.04 | -0.02 | 0.10 | -1.11 | 0.50 | 0.09 | 0.59 | -1.07 | 0.66 | 1.75 | -0.68 | -0.41 | 0.09 | -1.80 | 0.73 | 1.76 | 1.65 | -0.72 | -1.25 | -1.51 |
| Standard Deviation(%) | NA | 6.52 | 41.07 | 32.35 | 23.26 | NA | NA | … | … | 6.39 | 9.10 | 69.89 | 9.88 | 10.41 | 4.94 | 3.88 | 4.95 | 6.15 | 6.83 | 10.12 | 8.34 | 5.07 | 6.08 | 9.31 | 12.23 | 10.13 | 8.37 | 13.72 | 8.41 | 6.92 | 7.53 | 8.81 | 8.55 | 5.82 | 6.59 | 5.95 | 4.73 |
| Draw Down(%) | NA | 10.47 | 12.08 | 30.43 | 40.71 | NA | NA | … | … | 3.65 | 11.39 | 3.44 | 15.27 | 22.99 | 11.76 | 9.82 | 6.11 | 5.91 | 4.18 | 7.03 | 12.68 | 5.50 | 10.00 | 9.42 | 17.56 | 8.33 | 10.44 | 17.39 | 9.87 | 5.46 | 12.01 | 9.12 | 10.04 | 2.99 | 9.45 | 9.92 | 7.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 1.45 | 1.25 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 5.42 | 4.37 | 1.70 | 0.00 | 0.31 | 7.92 | 7.33 | 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 06/08/2026, Common starting date is 03/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSABX (XSABX) |
-13.44%
Oct 2019 – Oct 2022 |
-8.92%
Oct 2018 – Oct 2023 |
-4.86%
Oct 2013 – Oct 2023 |
-3.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSABX (XSABX) |
32.40%
Sep 2022 – Sep 2025 |
10.58%
Aug 2020 – Aug 2025 |
4.68%
Sep 2015 – Sep 2025 |
2.49%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart