Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFTAU (Portage Fintech Acquisition Corp Unit) | NA | 0.46% | 3.70% | NA | NA | NA | NA | … | … |
Data as of 06/12/2025, Common starting date is 07/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFTAU (Portage Fintech Acquisition Corp Unit) | 07/22/2021 | 06/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.46 | 3.70 | NA | NA | NA | NA | … | … | 0.00 | 3.93 | 3.88 | 1.01 | 0.40 |
| Sharpe Ratio | NA | -0.11 | 0.02 | NA | NA | NA | NA | … | … | 0.00 | -0.10 | -0.05 | -0.07 | 0.16 |
| Standard Deviation(%) | NA | 24.86 | 16.62 | NA | NA | NA | NA | … | … | NA | 27.92 | 7.05 | 5.06 | 5.59 |
| Draw Down(%) | NA | 13.91 | 15.76 | NA | NA | NA | NA | … | … | 0.00 | 15.76 | 4.23 | 2.79 | 2.57 |
| 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 |
Data as of 06/12/2025, Common starting date is 07/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFTAU (Portage Fintech Acquisition Corp Unit) |
2.31%
Sep 2021 – Sep 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 |
|---|---|---|---|---|
| PFTAU (Portage Fintech Acquisition Corp Unit) |
7.62%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart