Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVCB (Investcorp Europe Acquisition I Corp) | NA | 15.13% | 9.40% | NA | NA | NA | NA | … | … |
Data as of 08/11/2025, Common starting date is 02/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVCB (Investcorp Europe Acquisition I Corp) | 02/08/2022 | 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 | 15.13 | 9.40 | NA | NA | NA | NA | … | … | 18.84 | 33.63 | 6.99 | 3.31 |
| Sharpe Ratio | NA | 0.33 | 0.29 | NA | NA | NA | NA | … | … | 2.31 | 1.41 | 1.17 | 0.63 |
| Standard Deviation(%) | NA | 36.18 | 20.92 | NA | NA | NA | NA | … | … | 13.04 | 19.42 | 2.36 | 3.46 |
| Draw Down(%) | NA | 24.87 | 24.87 | NA | NA | NA | NA | … | … | 3.36 | 1.37 | 1.15 | 1.36 |
| Yield(%) | 0.00 | 5.25 | 1.99 | 1.20 | 0.60 | 0.40 | 0.30 | … | … | 0.00 | 5.44 | 0.00 | 0.00 |
Data as of 08/11/2025, Common starting date is 02/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVCB (Investcorp Europe Acquisition I Corp) |
4.60%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| IVCB (Investcorp Europe Acquisition I Corp) |
9.51%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart