Xsquare Capital Companies By Year To Date Return
LargestBiggest EarnersMost ProfitableMost LiquidHighly LeveragedTop DividendsCapital-HeavyHighest ValuationLargest Workforce
Year To Date Return
| Year To Date Return | Efficiency | Market Risk | Exp Return | ||||
|---|---|---|---|---|---|---|---|
| 1 | SQBIX | X Square Balanced | 0.18 | 0.52 | 0.09 | ||
| 2 | SQBFX | X Square Balanced | 0.17 | 0.53 | 0.09 | ||
| 3 | SQCBX | X Square Balanced | 0.17 | 0.52 | 0.09 |
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year. Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.