Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTSGU (BrightSpring Health Services, Inc. Tangible Equity Unit) | 62.80% | 151.02% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/26/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTSGU (BrightSpring Health Services, Inc. Tangible Equity Unit) | 01/26/2024 | 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 (%) | 4.22 | 151.02 | NA | NA | NA | NA | NA | … | … | 62.80 | 111.14 | 43.83 |
| Sharpe Ratio | NA | 3.44 | NA | NA | NA | NA | NA | … | … | 3.89 | 2.71 | 1.30 |
| Standard Deviation(%) | NA | 38.32 | NA | NA | NA | NA | NA | … | … | 42.37 | 40.19 | 34.01 |
| Draw Down(%) | NA | 17.29 | NA | NA | NA | NA | NA | … | … | 8.63 | 32.46 | 22.43 |
| Yield(%) | 0.00 | 4.04 | 5.00 | 3.00 | 1.50 | 1.00 | 0.75 | … | … | 1.31 | 5.27 | 3.75 |
Data as of 06/09/2026, Common starting date is 01/26/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSGU (BrightSpring Health Services, Inc. Tangible Equity 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 |
|---|---|---|---|---|
| BTSGU (BrightSpring Health Services, Inc. Tangible Equity Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart