Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OTECU (Oceantech Acquisitions I Corp Unit) NA -4.58% 0.20% NA NA NA NA
Data as of 08/29/2024, Common starting date is 05/28/2021
More Performance Analytics Comparison
Name Start Date End Date
OTECU (Oceantech Acquisitions I Corp Unit) 05/28/2021 08/29/2024
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 -4.58 0.20 NA NA NA NA -8.36 6.71 0.97 3.52
Sharpe Ratio NA -0.74 -0.34 NA NA NA NA -1.23 0.32 -0.06 3.47
Standard Deviation(%) NA 11.31 8.87 NA NA NA NA 12.96 7.87 7.21 4.58
Draw Down(%) NA 9.88 9.88 NA NA NA NA 9.88 3.69 4.29 0.77
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 08/29/2024, Common starting date is 05/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OTECU (Oceantech Acquisitions I Corp Unit) -0.29%
Jul 2021 – Jul 2024
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
OTECU (Oceantech Acquisitions I Corp Unit) 0.66%
Jun 2021 – Jun 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return