‍ApeVue50 Index & Sectors YTD Performance

_{Return On Investment (ROI) from January 02, 2024 until May 31, 2024}

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ApeVue50 Privates versus Public Benchmarks/ETFs

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_{Indices from January 02, 2024 until May 31, 2024}

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Public v. Private (12mo)

The ApeVue50 tracks the performance of the 50 most active private names observed in the secondary market. It is an equal-weighted index, rebalanced on a monthly basis.

This rebalancing of constituents over time gives way for more active names to participate in what we observe as "market performance," and in a more appropriate manner than static selections and weightings criteria.

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_{Private Market: Sector Level}

|| Sector-level analysis from April 30, 2024 to May 31, 2024‍

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ApeVue50 index is up 5.01% with volatility of its ROI at 50%.

InvestmentTech has the highest increase in ROI at 14.59% with volatility of its ROI also the highest at 62%.

Entertainment had the lowest increase in ROI at 0.55% with volatility of its ROI also the lowest at 6%.

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Return On Investment (ROI) for May

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Volatility of ROI in May

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Total Bid and Ask Volume and Ratio in May

The plot below shows the total bid and ask volume and their ratio within each sector for selected companies with significant activities.

InvestmentTech sector has the highest bid volume ratio at 77% of the total $176M.

AI sector has the highest ask volume ratio at 92% of the total $1.39B.

33% of ApeVue50's observed total volume of 3.38B is on the bid-side.

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Median Bid and Ask Spread in May

The plot below shows the median bid and ask spread within each sector for selected companies with significant activities.
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Data sector has the highest median bid to ask spread at 27%.

Entertainment sector has the lowest median bid to ask spread at 8%.

ApeVue50's median bid to ask spread is 11%.

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Sectors

Headquarters

CEO

Monthly Statistics

ApeVue highlights monthly statistics from January, 2021 until April, 2024.

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Monthly ApeVue50 ROI

The plot below displays ApeVue50's monthly ROI. ApeVue50's had the highest ROI at 20.36% in January 2021, and the lowest ROI at -11.49% in June 2022.

In April 2024, ApeVue50's ROI is up by 5.01%.

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Monthly Institutional Level Activity

The plot below shows the number of institutional level ($1M+) Bid, Ask, or Trade contributions on a monthly basis.

March 2024 had the highest activity with 728 contributions with a volume over $1M.

There were 371 unique institutional level broker contribution in May 2024.