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
SIMAU (SIM Acquisition Corp. I Unit) 27.78% 31.43% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 07/09/2024
More Performance Analytics Comparison
Name Start Date End Date
SIMAU (SIM Acquisition Corp. I Unit) 07/09/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -18.82 31.43 NA NA NA NA NA 27.78 7.14 0.00
Sharpe Ratio NA 1.05 NA NA NA NA NA 2.12 0.56 NA
Standard Deviation(%) NA 53.47 NA NA NA NA NA 81.89 7.78 21.84
Draw Down(%) NA 22.06 NA NA NA NA NA 22.06 3.49 8.39
Yield(%) 0.00 0.00 NA NA NA NA NA 0.00 0.00 NA
Data as of 06/09/2026, Common starting date is 07/09/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SIMAU (SIM Acquisition Corp. I Unit) 0.00%
NA
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
SIMAU (SIM Acquisition Corp. I Unit) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return