Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADAMG 3.28% 12.50% NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 01/15/2025
More Performance Analytics Comparison
Name Start Date End Date
ADAMG 01/15/2025 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.00 12.50 NA NA NA NA NA 3.28 9.18
Sharpe Ratio NA 1.89 NA NA NA NA NA 0.97 0.85
Standard Deviation(%) NA 5.83 NA NA NA NA NA 5.26 8.02
Draw Down(%) NA 2.98 NA NA NA NA NA 2.98 7.47
Yield(%) 0.00 9.24 3.69 2.21 1.11 0.74 0.55 2.26 8.78
Data as of 06/08/2026, Common starting date is 01/15/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADAMG (ADAMG) 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
ADAMG (ADAMG) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return