Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACTQZX (ADT 1998 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 139) | NA | -11.52% | 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 |
|---|---|---|
| ACTQZX (ADT 1998 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 139) | 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 (%) | 0.04 | -11.52 | NA | NA | NA | NA | NA | … | … | -15.27 | 6.27 | 3.06 |
| Sharpe Ratio | NA | -1.63 | NA | NA | NA | NA | NA | … | … | -2.47 | -0.13 | 0.11 |
| Standard Deviation(%) | NA | 9.05 | NA | NA | NA | NA | NA | … | … | 12.60 | 2.57 | 3.48 |
| Draw Down(%) | NA | 16.07 | NA | NA | NA | NA | NA | … | … | 16.04 | 1.09 | 1.71 |
| Yield(%) | 0.00 | 1.40 | 2.07 | 1.24 | 0.62 | 0.41 | 0.31 | … | … | 0.00 | 3.48 | 2.74 |
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 |
|---|---|---|---|---|
| ACTQZX (ADT 1998 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 139) |
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 |
|---|---|---|---|---|
| ACTQZX (ADT 1998 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 139) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart