Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRLAU (Fortune Rise Acquisition Corp Unit) | NA | 4.37% | 4.99% | NA | NA | NA | NA | … | … |
Data as of 07/16/2025, Common starting date is 11/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRLAU (Fortune Rise Acquisition Corp Unit) | 11/03/2021 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.37 | 4.99 | NA | NA | NA | NA | … | … | 0.00 | 3.63 | 10.70 | 0.69 | 0.90 |
| Sharpe Ratio | NA | 0.28 | 0.24 | NA | NA | NA | NA | … | … | 0.00 | -0.39 | 0.74 | -0.21 | 1.50 |
| Standard Deviation(%) | NA | 4.24 | 6.82 | NA | NA | NA | NA | … | … | NA | 7.64 | 8.84 | 3.34 | 3.84 |
| Draw Down(%) | NA | 1.25 | 5.05 | NA | NA | NA | NA | … | … | 0.00 | 3.83 | 5.05 | 1.18 | 0.69 |
| 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 07/16/2025, Common starting date is 11/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRLAU (Fortune Rise Acquisition Corp Unit) |
4.65%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| FRLAU (Fortune Rise Acquisition Corp Unit) |
5.17%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart