Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMTX-WT (BM Technologies Inc. WT) | NA | 3,655.00% | -24.57% | -40.80% | NA | NA | NA | … | … |
Data as of 01/31/2025, Common starting date is 09/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMTX-WT (BM Technologies Inc. WT) | 09/21/2018 | 01/31/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3,655.00 | -24.57 | -40.80 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 01/31/2025, Common starting date is 09/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMTX-WT (BM Technologies Inc. WT) |
-90.50%
Mar 2021 – Mar 2024 |
-74.87%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMTX-WT (BM Technologies Inc. WT) |
7.54%
Nov 2018 – Nov 2021 |
-43.71%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart