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
ADAMM 5.14% 14.51% 17.65% 9.50% NA NA NA
Data as of 06/08/2026, Common starting date is 10/11/2019
More Performance Analytics Comparison
Name Start Date End Date
ADAMM 10/11/2019 06/08/2026
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
Annualized Return (%) -0.16 14.51 17.65 9.50 NA NA NA 5.14 11.55 15.31 39.61 -20.53 23.80 -3.48 3.08
Sharpe Ratio NA 2.25 1.56 0.45 NA NA NA 1.59 1.21 1.45 1.74 -0.84 2.63 -0.02 3.48
Standard Deviation(%) NA 5.76 9.41 16.09 NA NA NA 6.29 7.18 8.06 20.86 26.37 9.03 184.83 3.96
Draw Down(%) NA 4.67 6.99 31.09 NA NA NA 4.67 6.93 4.25 16.68 31.09 2.92 84.81 0.80
Yield(%) 0.00 11.03 11.04 8.43 5.50 3.67 2.75 2.62 10.98 8.40 10.52 7.74 8.99 7.79 1.91
Data as of 06/08/2026, Common starting date is 10/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADAMM (ADAMM) -1.71%
Dec 2019 – Dec 2022
8.85%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADAMM (ADAMM) 45.90%
Mar 2020 – Mar 2023
34.10%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return