Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XYF (X Financial) | -8.00% | -70.17% | 14.73% | -2.32% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XYF (X Financial) | 09/20/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | -70.17 | 14.73 | -2.32 | NA | NA | NA | … | … | -8.00 | -30.39 | 146.56 | 26.06 | 0.33 | 50.50 | -61.02 | -59.72 | -61.53 |
| Sharpe Ratio | NA | -1.16 | 0.18 | -0.02 | NA | NA | NA | … | … | -0.36 | -0.45 | 2.49 | 0.34 | -0.01 | 0.39 | -0.52 | -0.84 | -1.49 |
| Standard Deviation(%) | NA | 65.59 | 64.34 | 79.03 | NA | NA | NA | … | … | 71.67 | 73.56 | 57.48 | 67.14 | 82.74 | 129.79 | 117.97 | 72.62 | 66.03 |
| Draw Down(%) | NA | 82.64 | 82.64 | 90.16 | NA | NA | NA | … | … | 46.64 | 71.50 | 25.76 | 35.44 | 52.21 | 81.72 | 71.91 | 76.63 | 62.16 |
| Yield(%) | 0.00 | 4.53 | 11.06 | 3.91 | 1.28 | 0.85 | 0.64 | … | … | 4.84 | 6.30 | 9.02 | 5.70 | 0.00 | 0.00 | 0.00 | 2.31 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYF (X Financial) |
-47.01%
Feb 2019 – Feb 2022 |
-28.84%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYF (X Financial) |
107.97%
Oct 2022 – Oct 2025 |
59.02%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart