Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWAC (Kingswood Acquisition Corp) | NA | 27.52% | 10.16% | NA | NA | NA | NA | … | … |
Data as of 03/26/2024, Common starting date is 02/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWAC (Kingswood Acquisition Corp) | 02/18/2021 | 03/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.52 | 10.16 | NA | NA | NA | NA | … | … | 7.26 | 23.75 | -0.79 | -0.98 |
| Sharpe Ratio | NA | 1.99 | 0.72 | NA | NA | NA | NA | … | … | 1.80 | 1.45 | -0.21 | -0.27 |
| Standard Deviation(%) | NA | 11.95 | 11.04 | NA | NA | NA | NA | … | … | 17.33 | 13.54 | 10.21 | 4.27 |
| Draw Down(%) | NA | 4.15 | 7.22 | NA | NA | NA | NA | … | … | 4.15 | 5.61 | 7.22 | 3.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2024, Common starting date is 02/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWAC (Kingswood Acquisition Corp) |
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 |
|---|---|---|---|---|
| KWAC (Kingswood Acquisition Corp) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart