Xsquare Capital Mutual Funds List
Here you can find all mutual funds issued by Xsquare Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 2.50%
- Avg. 1 Year Return
- 22.99%
- Avg. 5 Year Return
- 7.65%
- Median Risk/Return Score
- 85 / 100
Xsquare Capital Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| X-Square Balanced Fund, LLC | Diversified Portfolio | Oct 31, 2019 | 2.50% | 11.43% | — | 1.61% | 85 |
Explore top Xsquare Capital Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Xsquare Capital Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| X-Square Balanced Fund, LLC | 85 | — | Oct 2019 |
Best-Performing Xsquare Capital Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| X-Square Balanced Fund, LLC | 7.65% | — | Oct 2019 |
Lowest-Cost Xsquare Capital Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| X-Square Balanced Fund, LLC | 2.50% | — | Oct 2019 |
Highest-Yield Xsquare Capital Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| X-Square Balanced Fund, LLC | 1.61% | — | Oct 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.