Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WINV (WinVest Acquisition Corp.) | NA | 5.82% | 7.87% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WINV (WinVest Acquisition Corp.) | 10/04/2021 | 09/26/2025 |
| 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 | 5.82 | 7.87 | NA | NA | NA | NA | … | … | 4.58 | 9.19 | 6.08 | 5.48 | 1.26 |
| Sharpe Ratio | NA | 0.07 | 0.19 | NA | NA | NA | NA | … | … | 0.08 | 0.12 | 0.39 | 0.69 | 1.24 |
| Standard Deviation(%) | NA | 37.84 | 23.40 | NA | NA | NA | NA | … | … | 39.39 | 21.41 | 4.76 | 5.97 | 4.18 |
| Draw Down(%) | NA | 16.60 | 16.60 | NA | NA | NA | NA | … | … | 16.60 | 9.77 | 2.22 | 3.69 | 1.21 |
| 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 09/26/2025, Common starting date is 10/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WINV (WinVest Acquisition Corp.) |
6.49%
Nov 2021 – Nov 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 |
|---|---|---|---|---|
| WINV (WinVest Acquisition Corp.) |
14.82%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart