Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACTQVX (ADT 1954 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 136) | NA | -34.30% | NA | NA | NA | NA | NA | … | … |
Data as of 07/07/2025, Common starting date is 04/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACTQVX (ADT 1954 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 136) | 04/06/2023 | 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 (%) | 0.18 | -34.30 | NA | NA | NA | NA | NA | … | … | -33.71 | 1.08 | 5.68 |
| Sharpe Ratio | NA | -1.48 | NA | NA | NA | NA | NA | … | … | -1.66 | -1.18 | 1.27 |
| Standard Deviation(%) | NA | 25.27 | NA | NA | NA | NA | NA | … | … | 35.43 | 4.65 | 3.16 |
| Draw Down(%) | NA | 36.95 | NA | NA | NA | NA | NA | … | … | 34.25 | 4.29 | 1.22 |
| Yield(%) | 0.00 | 1.58 | 2.40 | 1.44 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 3.92 | 3.20 |
Data as of 07/07/2025, Common starting date is 04/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTQVX (ADT 1954 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 136) |
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 |
|---|---|---|---|---|
| ACTQVX (ADT 1954 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 136) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart