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
ADAMH 1.99% NA NA NA NA NA NA
Data as of 06/08/2026, Common starting date is 08/29/2025
More Performance Analytics Comparison
Name Start Date End Date
ADAMH 08/29/2025 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.12 NA NA NA NA NA NA 1.99 5.89
Sharpe Ratio NA NA NA NA NA NA NA 0.32 3.59
Standard Deviation(%) NA NA NA NA NA NA NA 5.02 4.62
Draw Down(%) NA NA NA NA NA NA NA 1.81 0.97
Yield(%) 0.00 7.07 2.36 1.41 0.71 0.47 0.35 2.39 4.65
Data as of 06/08/2026, Common starting date is 08/29/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADAMH (ADAMH) 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
ADAMH (ADAMH) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return