Diversified Financial Services Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1JXN Jackson Financial
214.05
 0.10 
 2.73 
 0.28 
2EQH Axa Equitable Holdings
95.13
 0.09 
 2.18 
 0.20 
3CRBG Corebridge Financial
49.66
 0.08 
 2.24 
 0.19 
4VOYA Voya Financial
40.76
 0.14 
 1.97 
 0.28 
5IX Orix Corp Ads
32.12
(0.14)
 1.44 
(0.19)
6CPAY Corpay Inc
26.43
 0.24 
 1.52 
 0.36 
7NEWTG NewtekOne, 850 percent
3.14
 0.14 
 0.30 
 0.04 
8ALRS Alerus Financial Corp
2.91
 0.01 
 2.57 
 0.04 
9FSHP Flag Ship Acquisition
1.2
 0.25 
 0.09 
 0.02 
10GPAT GP Act III Acquisition
1.0
 0.08 
 0.12 
 0.01 
11BRK-A Berkshire Hathaway
0.0
 0.06 
 1.15 
 0.06 
12BRK-B Berkshire Hathaway
0.0
 0.06 
 1.12 
 0.07 
1346817MAS6 JXN 567 08 JUN 32
0.0
(0.05)
 1.20 
(0.06)
1446817MAL1 JXN 3125 23 NOV 31
0.0
(0.04)
 1.68 
(0.06)
1546817MAN7 JXN 4 23 NOV 51
0.0
(0.03)
 2.69 
(0.09)
16MSDL Morgan Stanley Direct
-0.44
 0.06 
 0.92 
 0.06 
17DJT Trump Media Technology
-42.18
 0.10 
 9.48 
 0.98 
18NBIS Nebius Group NV
-47.84
 0.07 
 4.53 
 0.33 
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.