Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BENF (Beneficient) | -49.64% | 34.09% | -91.60% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BENF (Beneficient) | 12/03/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.32 | 34.09 | -91.60 | NA | NA | NA | NA | … | … | -49.64 | 18.75 | -98.04 | -95.22 | 3.74 | 0.10 |
| Sharpe Ratio | NA | 0.15 | -0.51 | NA | NA | NA | NA | … | … | -0.85 | 0.08 | -0.47 | -0.94 | 0.81 | 0.52 |
| Standard Deviation(%) | NA | 206.46 | 187.15 | NA | NA | NA | NA | … | … | 97.01 | 207.44 | 217.00 | 105.46 | 2.87 | 2.54 |
| Draw Down(%) | NA | 74.24 | 99.97 | NA | NA | NA | NA | … | … | 57.83 | 68.62 | 98.41 | 96.51 | 0.93 | 0.40 |
| 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENF (Beneficient) |
-92.86%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| BENF (Beneficient) |
-89.29%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart