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
HWELU (Healthwell Acquisition I Corp Unit) NA -100.00% NA NA NA NA NA
Data as of 12/14/2023, Common starting date is 08/03/2021
More Performance Analytics Comparison
Name Start Date End Date
HWELU (Healthwell Acquisition I Corp Unit) 08/03/2021 12/14/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021
Annualized Return (%) -100.00 -100.00 NA NA NA NA NA -100.00 -0.20 0.91
Sharpe Ratio NA 0.06 NA NA NA NA NA 0.03 -0.04 0.39
Standard Deviation(%) NA 33.60 NA NA NA NA NA 26.91 38.44 5.55
Draw Down(%) NA 100.00 NA NA NA NA NA 100.00 9.86 1.01
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/14/2023, Common starting date is 08/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HWELU (Healthwell Acquisition I Corp 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
HWELU (Healthwell Acquisition I Corp Unit) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return