Asset Management & Custody Banks Companies By Year To Date Return

Year To Date Return
Year To Date ReturnEfficiencyMarket RiskExp Return
1WULF Terawulf
243.04
 0.18 
 6.78 
 1.25 
2STEP Stepstone Group
107.72
 0.16 
 2.17 
 0.35 
3TYG Tortoise Energy Infrastructure
56.7
 0.33 
 1.20 
 0.39 
4CPBI Central Plains Bancshares,
36.36
 0.23 
 1.48 
 0.34 
5ASA ASA Gold and
34.08
 0.08 
 1.64 
 0.14 
6SEIC SEI Investments
31.33
 0.27 
 1.20 
 0.33 
7GLU Gabelli Global Utility
23.36
 0.10 
 1.30 
 0.13 
8RGT Royce Global Value
20.33
 0.06 
 0.80 
 0.05 
9GAM General American Investors
19.94
 0.18 
 0.71 
 0.12 
10CCTS Cactus Acquisition Corp
19.76
 0.01 
 2.59 
 0.03 
11FSCO FS Credit Opportunities
18.15
 0.20 
 0.88 
 0.17 
12BCV Bancroft Fund Limited
16.74
 0.38 
 0.70 
 0.27 
13BBDC Barings BDC
16.5
 0.08 
 0.90 
 0.07 
14NPFD Nuveen Variable Rate
16.27
 0.09 
 0.54 
 0.05 
15HNW Pioneer Diversified High
14.23
 0.10 
 0.42 
 0.04 
16LRFC Logan Ridge Finance
14.09
 0.19 
 1.79 
 0.34 
17NPCT Nuveen Core Plus
11.76
 0.04 
 0.58 
 0.02 
18MCI Barings Corporate Investors
11.61
 0.14 
 1.32 
 0.18 
19APAM Artisan Partners Asset
10.96
 0.18 
 1.83 
 0.33 
20BLACU Bellevue Life Sciences
10.65
 0.19 
 0.70 
 0.13 
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year. Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.