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
XTIA (XTI Aerospace, Inc.) NA -27.63% 110.29% 9.34% 13.38% 0.22% 2.90%
Data as of 06/09/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
Name Start Date End Date
XTIA (XTI Aerospace, Inc.) 06/07/2002 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -27.63 110.29 9.34 13.38 0.22 2.90
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 06/09/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTIA (XTI Aerospace, Inc.) -98.05%
Jul 2006 – Jul 2009
-80.80%
May 2005 – May 2010
-37.00%
Jul 2008 – Jul 2018
-27.86%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTIA (XTI Aerospace, Inc.) 2,310.14%
Jul 2010 – Jul 2013
603.24%
Jul 2010 – Jul 2015
160.88%
Jul 2010 – Jul 2020
93.72%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return