Trading Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1SBXD SilverBox Corp IV
104.8 M
(0.12)
 0.72 
(0.08)
2EQV EQV Ventures Acquisition
103.9 M
(0.12)
 0.25 
(0.03)
3JACS Jackson Acquisition
103.58 M
 0.02 
 0.61 
 0.01 
4JENA Jena Acquisition
101.3 M
 0.11 
 0.12 
 0.01 
5BULLW Webull Warrants
836.9
 0.12 
 8.36 
 1.04 
6WLACW Willow Lane Acquisition
600.0
 0.21 
 62.51 
 13.23 
7WT WisdomTree
321.87
 0.28 
 1.95 
 0.55 
8GS Goldman Sachs Group
312.76
 0.27 
 1.37 
 0.37 
9BX Blackstone Group
258.03
 0.30 
 1.78 
 0.53 
10SF Stifel Financial
228.7
 0.17 
 1.39 
 0.24 
11MS Morgan Stanley
217.97
 0.27 
 1.08 
 0.30 
12CG Carlyle Group
180.43
 0.33 
 1.85 
 0.61 
13MC Moelis Co
127.27
 0.26 
 1.80 
 0.46 
14LB LandBridge Company LLC
127.0
(0.12)
 3.05 
(0.36)
15CEP Cantor Equity Partners,
120.6
(0.08)
 5.46 
(0.42)
16TW Tradeweb Markets
109.69
(0.18)
 1.88 
(0.33)
17VALU Value Line
53.28
 0.02 
 2.01 
 0.04 
18HONDU HCM II Acquisition
47.0
 0.10 
 2.34 
 0.23 
19MFIC MidCap Financial Investment
40.94
 0.05 
 1.05 
 0.06 
20AB AllianceBernstein Holding LP
39.86
(0.03)
 1.08 
(0.03)
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.