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
BRACU (Broad Capital Acquisition Corp Unit) NA 6.86% 6.27% 3.69% NA NA NA
Data as of 06/13/2025, Common starting date is 10/05/2017
More Performance Analytics Comparison
Name Start Date End Date
BRACU (Broad Capital Acquisition Corp Unit) 10/05/2017 06/13/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 6.86 6.27 3.69 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 06/13/2025, Common starting date is 10/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRACU (Broad Capital Acquisition Corp Unit) 0.22%
Mar 2021 – Mar 2024
3.71%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRACU (Broad Capital Acquisition Corp Unit) 13.92%
Dec 2021 – Dec 2024
3.71%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return