Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACTQQX (ADT 1912 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 131) NA -46.12% NA NA NA NA NA
Data as of 07/07/2025, Common starting date is 04/17/2023
More Performance Analytics Comparison
Name Start Date End Date
ACTQQX (ADT 1912 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 131) 04/17/2023 07/07/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) -0.03 -46.12 NA NA NA NA NA -47.70 5.49 5.09
Sharpe Ratio NA -1.26 NA NA NA NA NA -1.35 -0.19 0.59
Standard Deviation(%) NA 39.24 NA NA NA NA NA 55.80 5.76 5.77
Draw Down(%) NA 48.04 NA NA NA NA NA 48.04 3.79 3.05
Yield(%) 0.00 1.44 11.69 7.01 3.51 2.34 1.75 0.00 20.69 17.01
Data as of 07/07/2025, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACTQQX (ADT 1912 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 131) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACTQQX (ADT 1912 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 131) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return