Performance analysis of M3 Brigade Acquisition V Corp - Units (1 Ord Share & 1/3 War) (MBAVU)
Annual Return
Since Aug 1, 2024, MBAVU has had an average annual return of +4.04%, underperforming the benchmark SPY, which returned +20.92% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.98% | +0.58% | +0.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.84% | -5.90% | +4.34% | -4.16% | +5.41% | -0.92% | +5.98% | ||||||
| 2025 | +3.45% | -2.77% | +1.48% | +1.35% | +23.78% | -6.73% | -5.04% | -2.61% | +0% | -1.70% | -7.36% | +0% | +0.58% |
| 2024 | -0.30% | +0.10% | +0.60% | +0.30% | +0.20% | +0.90% |
Drawdown analysis of M3 Brigade Acquisition V Corp - Units (1 Ord Share & 1/3 War) (MBAVU)
The maximum drawdown for the MBAVU was -39.22%, occurring on Nov 19, 2025. This drawdown has not yet recovered.
The current MBAVU drawdown is -35.58%.
Since Aug 1, 2024 MBAVU has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.22% | Jul 3, 2025 | 97 | Nov 19, 2025 | Ongoing | Ongoing | Ongoing |
| -18.74% | Jun 24, 2025 | 2 | Jun 26, 2025 | 5 | Jul 3, 2025 | 7 |
| -4.94% | Nov 15, 2024 | 5 | Nov 22, 2024 | 22 | Dec 26, 2024 | 27 |
| -4.83% | Oct 14, 2024 | 5 | Oct 21, 2024 | 19 | Nov 15, 2024 | 24 |
| -4.56% | Dec 26, 2024 | 2 | Dec 30, 2024 | 100 | May 27, 2025 | 102 |
| -4.04% | Jun 5, 2025 | 1 | Jun 6, 2025 | 3 | Jun 11, 2025 | 4 |
| -0.82% | May 28, 2025 | 1 | May 29, 2025 | 1 | May 30, 2025 | 2 |
| -0.40% | Aug 1, 2024 | 16 | Aug 23, 2024 | 30 | Oct 7, 2024 | 46 |
| -0.37% | Jun 11, 2025 | 3 | Jun 16, 2025 | 4 | Jun 23, 2025 | 7 |