Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVCBU (Investcorp Europe Acquisition I Corp Unit) | NA | -14.11% | -1.48% | NA | NA | NA | NA | … | … |
Data as of 08/11/2025, Common starting date is 12/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVCBU (Investcorp Europe Acquisition I Corp Unit) | 12/15/2021 | 08/11/2025 |
| 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 | -14.11 | -1.48 | NA | NA | NA | NA | … | … | 0.00 | -12.70 | 6.06 | 3.02 | 0.65 |
| Sharpe Ratio | NA | -0.93 | -0.33 | NA | NA | NA | NA | … | … | 0.00 | -1.00 | 0.13 | 0.20 | 4.50 |
| Standard Deviation(%) | NA | 18.63 | 14.67 | NA | NA | NA | NA | … | … | NA | 19.46 | 14.50 | 8.21 | 3.54 |
| Draw Down(%) | NA | 16.71 | 18.47 | NA | NA | NA | NA | … | … | 0.00 | 18.47 | 9.00 | 5.55 | 0.40 |
| 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 08/11/2025, Common starting date is 12/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVCBU (Investcorp Europe Acquisition I Corp Unit) |
-1.64%
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 |
|---|---|---|---|---|
| IVCBU (Investcorp Europe Acquisition I Corp Unit) |
-1.35%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart