Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVCAU (Investcorp India Acquisition Corp Unit) | NA | -4.68% | 2.82% | NA | NA | NA | NA | … | … |
Data as of 08/11/2025, Common starting date is 05/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVCAU (Investcorp India Acquisition Corp Unit) | 05/10/2022 | 08/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.68 | 2.82 | NA | NA | NA | NA | … | … | -5.66 | 6.48 | 6.41 | 2.90 |
| Sharpe Ratio | NA | -1.06 | -0.08 | NA | NA | NA | NA | … | … | -1.12 | -0.01 | 0.59 | 0.59 |
| Standard Deviation(%) | NA | 9.04 | 7.38 | NA | NA | NA | NA | … | … | 10.94 | 8.33 | 3.71 | 4.35 |
| Draw Down(%) | NA | 9.38 | 9.38 | NA | NA | NA | NA | … | … | 9.38 | 4.87 | 1.38 | 1.18 |
| Yield(%) | 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 08/11/2025, Common starting date is 05/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVCAU (Investcorp India Acquisition Corp Unit) |
3.02%
Jun 2022 – Jun 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 |
|---|---|---|---|---|
| IVCAU (Investcorp India Acquisition Corp Unit) |
3.09%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart