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
PLMI (Plum Acquisition I Corp) NA 2.60% 4.47% NA NA NA NA
Data as of 09/19/2024, Common starting date is 05/07/2021
More Performance Analytics Comparison
Name Start Date End Date
PLMI (Plum Acquisition I Corp) 05/07/2021 09/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 2.41 2.60 4.47 NA NA NA NA 1.94 7.64 3.60 -1.02
Sharpe Ratio NA -0.02 0.02 NA NA NA NA -0.02 0.23 1.06 -0.35
Standard Deviation(%) NA 110.45 64.29 NA NA NA NA 130.37 14.85 2.11 9.88
Draw Down(%) NA 56.25 56.25 NA NA NA NA 56.25 10.52 0.81 3.02
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 09/19/2024, Common starting date is 05/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PLMI (Plum Acquisition I Corp) 0.27%
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
PLMI (Plum Acquisition I Corp) 4.42%
Aug 2021 – Aug 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return