Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACTQWX (ADT 1955 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 137) | NA | -21.92% | -5.67% | -3.08% | NA | NA | NA | … | … |
Data as of 07/07/2025, Common starting date is 12/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACTQWX (ADT 1955 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 137) | 12/20/2019 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | -21.92 | -5.67 | -3.08 | NA | NA | NA | … | … | -20.31 | 0.44 | -6.97 | 5.90 | 0.18 |
| Sharpe Ratio | NA | -1.75 | -0.97 | -0.51 | NA | NA | NA | … | … | -2.07 | -1.09 | -0.43 | 0.44 | 3.40 |
| Standard Deviation(%) | NA | 14.30 | 12.70 | 10.10 | NA | NA | NA | … | … | 19.05 | 5.61 | 14.64 | 12.98 | 2.01 |
| Draw Down(%) | NA | 25.22 | 26.13 | 26.91 | NA | NA | NA | … | … | 21.00 | 5.49 | 11.78 | 25.03 | 0.17 |
| Yield(%) | 0.00 | 7.86 | 5.85 | 4.70 | 2.40 | 1.60 | 1.20 | … | … | 0.00 | 14.52 | 2.80 | 3.98 | 0.00 |
Data as of 07/07/2025, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTQWX (ADT 1955 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 137) |
-8.89%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| ACTQWX (ADT 1955 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 137) |
9.87%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart