Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBSTU (Newbury Street Acquisition Corp Unit) | 0.00% | 23.48% | 7.66% | 5.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBSTU (Newbury Street Acquisition Corp Unit) | 03/24/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.48 | 7.66 | 5.50 | NA | NA | NA | … | … | 0.00 | 23.48 | -1.68 | 7.00 | -0.40 | 0.61 |
| Sharpe Ratio | NA | 0.99 | 0.25 | 0.21 | NA | NA | NA | … | … | 0.00 | 0.87 | -0.46 | 0.34 | -0.34 | 0.07 |
| Standard Deviation(%) | NA | 21.13 | 17.86 | 14.14 | NA | NA | NA | … | … | 0.00 | 24.15 | 18.04 | 8.07 | 5.29 | 18.85 |
| Draw Down(%) | NA | 0.00 | 15.58 | 15.58 | NA | NA | NA | … | … | 0.00 | 7.64 | 15.58 | 5.61 | 2.76 | 9.42 |
| Yield(%) | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 03/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSTU (Newbury Street Acquisition Corp Unit) |
1.57%
Dec 2021 – Dec 2024 |
5.37%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBSTU (Newbury Street Acquisition Corp Unit) |
9.85%
Sep 2022 – Sep 2025 |
5.56%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart