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
XSPI 3.81% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/02/2026
More Performance Analytics Comparison
Name Start Date End Date
XSPI 02/02/2026 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -4.62 NA NA NA NA NA NA 3.81
Sharpe Ratio NA NA NA NA NA NA NA 0.60
Standard Deviation(%) NA NA NA NA NA NA NA 18.24
Draw Down(%) NA NA NA NA NA NA NA 11.60
Yield(%) 1.43 6.83 2.28 1.37 0.68 0.46 0.34 6.83
Data as of 06/10/2026, 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
XSPI (XSPI) 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
XSPI (XSPI) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return