Trading Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1SBXD SilverBox Corp IV
104.8 M
(0.04)
 0.96 
(0.04)
2EQV EQV Ventures Acquisition
103.6 M
(0.11)
 0.27 
(0.03)
3JACS Jackson Acquisition
103.5 M
 0.02 
 0.62 
 0.01 
4JENA Jena Acquisition
101.4 M
 0.14 
 0.12 
 0.02 
5BULLW Webull Warrants
913.38
 0.11 
 8.43 
 0.93 
6WT WisdomTree
279.89
 0.25 
 1.93 
 0.47 
7GS Goldman Sachs Group
266.38
 0.22 
 1.38 
 0.30 
8BX Blackstone Group
238.87
 0.20 
 1.77 
 0.36 
9SF Stifel Financial
234.47
 0.19 
 1.43 
 0.27 
10MS Morgan Stanley
196.57
 0.20 
 1.09 
 0.22 
11CG Carlyle Group
156.91
 0.27 
 1.90 
 0.52 
12MC Moelis Co
130.34
 0.20 
 1.97 
 0.40 
13TW Tradeweb Markets
125.3
(0.11)
 1.85 
(0.21)
14LB LandBridge Company LLC
121.25
(0.15)
 3.06 
(0.45)
15CEP Cantor Equity Partners,
102.0
(0.16)
 5.37 
(0.86)
16VALU Value Line
49.23
 0.00 
 2.08 
 0.01 
17MFIC MidCap Financial Investment
45.78
 0.05 
 1.04 
 0.05 
18AB AllianceBernstein Holding LP
42.74
(0.04)
 1.11 
(0.04)
19HONDU HCM II Acquisition
30.0
(0.01)
 2.28 
(0.02)
20FR First Industrial Realty
27.83
 0.07 
 1.43 
 0.11 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.