Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWACU (Kingswood Acquisition Corp.) | NA | 16.00% | 3.81% | NA | NA | NA | NA | … | … |
Data as of 04/05/2024, Common starting date is 11/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWACU (Kingswood Acquisition Corp.) | 11/20/2020 | 04/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.00 | 3.81 | NA | NA | NA | NA | … | … | 0.00 | 16.00 | -4.03 | 0.19 | 3.69 |
| Sharpe Ratio | NA | 0.58 | 0.09 | NA | NA | NA | NA | … | … | 0.00 | 0.54 | -0.33 | 0.01 | 6.13 |
| Standard Deviation(%) | NA | 20.93 | 17.80 | NA | NA | NA | NA | … | … | NA | 22.07 | 16.11 | 13.75 | 6.55 |
| Draw Down(%) | NA | 6.54 | 11.40 | NA | NA | NA | NA | … | … | 0.00 | 6.54 | 11.40 | 8.68 | 0.76 |
| 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 04/05/2024, Common starting date is 11/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWACU (Kingswood Acquisition Corp.) |
1.79%
Feb 2021 – Feb 2024 |
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 |
|---|---|---|---|---|
| KWACU (Kingswood Acquisition Corp.) |
4.04%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart