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Performance analysis of M3 Brigade Acquisition V (MBAV)

Annual Return

Since Sep 23, 2024, MBAV has had an average annual return of +4.78%, underperforming the benchmark SPY, which returned +19.80% annual.

202620252024
+1.69%+5.67%+0.70%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.19%+0.28%+0.56%+0.28%+0.37%-0%+1.69%
2025+0.43%+0.37%+1.08%+0.78%+14.24%-4.33%-6.11%-0.38%-0.09%+0.14%+0.24%+0.38%+5.67%
2024+0.10%+0.20%+0.20%+0.20%+0.70%

Drawdown analysis of M3 Brigade Acquisition V (MBAV)

The maximum drawdown for the MBAV was -22.32%, occurring on Sep 3, 2025. This drawdown has not yet recovered.

The current MBAV drawdown is -20.10%.

Since Sep 23, 2024 MBAV has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-22.32%Jun 20, 202551Sep 3, 2025OngoingOngoingOngoing
-0.84%Jun 2, 20252Jun 4, 20251Jun 5, 20253
-0.73%Jun 16, 20251Jun 17, 20251Jun 18, 20252
-0.58%Mar 26, 20254Apr 1, 202516Apr 24, 202520
-0.33%Oct 16, 20242Oct 18, 202441Dec 17, 202443
-0.33%Jun 11, 20251Jun 12, 20252Jun 16, 20253
-0.29%Apr 24, 20251Apr 25, 20251Apr 28, 20252
-0.20%Oct 8, 20241Oct 9, 20245Oct 16, 20246
-0.20%Feb 14, 20254Feb 21, 20258Mar 5, 202512
-0.19%Apr 29, 20252May 1, 20251May 2, 20253
-0.10%Oct 1, 20242Oct 3, 20243Oct 8, 20245
-0.10%Dec 19, 20241Dec 20, 202414Jan 14, 202515
-0.10%Mar 6, 20252Mar 10, 20253Mar 13, 20255
-0.10%Mar 13, 20251Mar 14, 20252Mar 18, 20253
-0.10%Mar 18, 20251Mar 19, 20253Mar 24, 20254
-0.08%Jun 5, 20251Jun 6, 20251Jun 9, 20252
-0.06%Jan 23, 20252Jan 27, 20251Jan 28, 20253
-0.03%Jan 30, 20252Feb 3, 20252Feb 5, 20254