Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENFN (Enfusion Inc) | NA | 15.70% | -1.94% | NA | NA | NA | NA | … | … |
Data as of 04/17/2025, Common starting date is 10/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENFN (Enfusion Inc) | 10/21/2021 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 15.70 | -1.94 | NA | NA | NA | NA | … | … | 4.47 | 4.02 | 0.31 | -53.82 | 5.70 |
| Sharpe Ratio | NA | 0.30 | -0.13 | NA | NA | NA | NA | … | … | 0.50 | -0.08 | -0.09 | -0.75 | 0.54 |
| Standard Deviation(%) | NA | 30.62 | 48.35 | NA | NA | NA | NA | … | … | 26.01 | 33.27 | 45.73 | 73.89 | 60.84 |
| Draw Down(%) | NA | 19.33 | 50.17 | NA | NA | NA | NA | … | … | 8.87 | 19.79 | 37.69 | 60.66 | 22.41 |
| 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 |
Data as of 04/17/2025, Common starting date is 10/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENFN (Enfusion Inc) |
-21.06%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| ENFN (Enfusion Inc) |
-4.30%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart