Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACTRAX (ADT 1999 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 140) | NA | -10.84% | -0.83% | -2.93% | NA | NA | NA | … | … |
Data as of 10/09/2025, Common starting date is 01/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACTRAX (ADT 1999 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 140) | 01/27/2020 | 10/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -10.84 | -0.83 | -2.93 | NA | NA | NA | … | … | -11.57 | 6.31 | -9.35 | 0.00 |
| Sharpe Ratio | NA | -1.82 | -0.79 | -0.56 | NA | NA | NA | … | … | -2.05 | -0.10 | -0.45 | NA |
| Standard Deviation(%) | NA | 7.64 | 10.28 | 8.95 | NA | NA | NA | … | … | 8.64 | 2.83 | 16.54 | 0.00 |
| Draw Down(%) | NA | 12.47 | 15.46 | 16.53 | NA | NA | NA | … | … | 12.31 | 1.21 | 13.56 | 0.00 |
| Yield(%) | 0.00 | 0.32 | 3.59 | 3.22 | 1.60 | 1.07 | 0.80 | … | … | 0.00 | 8.29 | 2.39 | 0.00 |
Data as of 10/09/2025, Common starting date is 01/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACTRAX (ADT 1999 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 140) |
-5.15%
Sep 2022 – Sep 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 |
|---|---|---|---|---|
| ACTRAX (ADT 1999 Advisors Corporate Trust – Navellier / Dial High Income Opportunities Portfolio Series 140) |
-3.26%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart