Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLMIU (Plum Acquisition I Corp Unit) | NA | 1.97% | 3.37% | NA | NA | NA | NA | … | … |
Data as of 09/16/2024, Common starting date is 03/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLMIU (Plum Acquisition I Corp Unit) | 03/17/2021 | 09/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.61 | 1.97 | 3.37 | NA | NA | NA | NA | … | … | 2.45 | 5.67 | 2.86 | -1.21 |
| Sharpe Ratio | NA | -0.06 | 0.01 | NA | NA | NA | NA | … | … | -0.02 | 0.18 | 0.55 | -0.32 |
| Standard Deviation(%) | NA | 48.06 | 27.97 | NA | NA | NA | NA | … | … | 56.69 | 8.13 | 2.71 | 4.83 |
| Draw Down(%) | NA | 30.01 | 30.01 | NA | NA | NA | NA | … | … | 30.01 | 4.88 | 1.12 | 2.69 |
| 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 09/16/2024, Common starting date is 03/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLMIU (Plum Acquisition I Corp Unit) |
-3.05%
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 |
|---|---|---|---|---|
| PLMIU (Plum Acquisition I Corp Unit) |
4.46%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart