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
BENFW (Beneficient Warrant) NA -100.00% NA NA NA NA NA
Data as of 04/28/2025, Common starting date is 06/05/2023
More Performance Analytics Comparison
Name Start Date End Date
BENFW (Beneficient Warrant) 06/05/2023 04/28/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) -100.00 -100.00 NA NA NA NA NA -100.00 0.00 -88.57
Sharpe Ratio NA -0.06 NA NA NA NA NA 0.00 -0.05 -0.34
Standard Deviation(%) NA 98.61 NA NA NA NA NA NA 122.22 302.05
Draw Down(%) NA 100.00 NA NA NA NA NA 100.00 50.00 94.99
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/28/2025, Common starting date is 06/05/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BENFW (Beneficient Warrant) 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
BENFW (Beneficient Warrant) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return