Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AD | 13.36% | 39.40% | 81.83% | 17.33% | 8.67% | 5.25% | 2.59% | … | … |
Data as of 06/05/2026, Common starting date is 05/04/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AD | 05/04/1988 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 39.40 | 81.83 | 17.33 | 8.67 | 5.25 | 2.59 | … | … | 13.36 | 22.59 | 50.99 | 99.23 | -33.85 | 2.70 | -15.29 | -30.29 | 38.11 | -13.93 | 7.13 | 2.46 | -4.76 | 38.36 | -19.23 | -12.64 | 17.76 | -1.92 | -48.59 | 20.85 | 41.69 | 11.38 | 27.51 | 42.56 | -44.71 | -24.90 | -40.31 | 165.63 | 22.58 | 11.21 | -17.41 | 3.05 | -6.43 | 28.00 | 4.17 | 10.53 | -38.96 | 51.83 | 36.67 |
| Sharpe Ratio | NA | 1.22 | 1.36 | 0.28 | 0.15 | NA | NA | … | … | 0.88 | 0.66 | 0.91 | 1.12 | -0.88 | 0.09 | -0.32 | -0.70 | 0.88 | -0.54 | 0.24 | 0.08 | -0.14 | 1.57 | -0.78 | -0.41 | 0.74 | -0.05 | -0.75 | 0.50 | 2.04 | 0.42 | 0.92 | 1.41 | -0.90 | -0.83 | -0.76 | 5.35 | 0.69 | 0.33 | -1.20 | -0.05 | -0.36 | 0.81 | 0.06 | 0.18 | -1.04 | 1.28 | 1.93 |
| Standard Deviation(%) | NA | 30.07 | 57.96 | 52.31 | 46.21 | NA | NA | … | … | 35.81 | 29.89 | 51.96 | 86.56 | 40.44 | 31.45 | 48.11 | 45.08 | 41.78 | 27.34 | 29.04 | 28.62 | 34.33 | 24.41 | 24.99 | 30.72 | 24.01 | 44.04 | 65.88 | 35.26 | 18.86 | 21.66 | 28.80 | 29.66 | 50.71 | 33.40 | 58.82 | 30.31 | 27.64 | 22.39 | 17.46 | 18.25 | 26.30 | 31.61 | 27.47 | 36.44 | 42.78 | 35.85 | 28.58 |
| Draw Down(%) | NA | 20.38 | 31.97 | 64.23 | 75.91 | NA | NA | … | … | 11.36 | 20.38 | 30.02 | 45.58 | 40.18 | 28.05 | 30.68 | 46.68 | 20.92 | 27.85 | 25.94 | 13.82 | 28.17 | 18.73 | 29.84 | 30.62 | 18.06 | 35.56 | 66.25 | 27.50 | 11.94 | 13.16 | 23.84 | 17.48 | 48.73 | 38.93 | 48.87 | 18.46 | 18.77 | 18.64 | 26.44 | 15.73 | 34.29 | 22.04 | 26.42 | 32.49 | 61.65 | 30.06 | 19.38 |
| Yield(%) | 0.00 | 53.17 | 76.44 | 16.96 | 8.76 | 5.51 | 3.21 | … | … | 18.98 | 36.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.66 | 0.96 | 1.25 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/04/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AD (AD) |
-37.18%
Dec 1999 – Dec 2002 |
-17.67%
Nov 1999 – Nov 2004 |
-10.68%
Nov 1999 – Nov 2009 |
-8.45%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AD (AD) |
83.16%
May 2023 – May 2026 |
30.83%
Jul 2002 – Jul 2007 |
14.80%
Oct 1990 – Oct 2000 |
10.18%
Aug 1992 – Aug 2007 |
Annualized Rolling Returns Comparison Chart