Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADAMZ | -2.03% | 11.02% | 12.71% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADAMZ | 11/18/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 11.02 | 12.71 | NA | NA | NA | NA | … | … | -2.03 | 12.88 | 17.27 | 27.08 | -32.21 | 2.29 |
| Sharpe Ratio | NA | 0.39 | 0.59 | NA | NA | NA | NA | … | … | -0.66 | 0.54 | 0.98 | 1.02 | -1.25 | 3.34 |
| Standard Deviation(%) | NA | 18.13 | 16.37 | NA | NA | NA | NA | … | … | 14.46 | 18.74 | 13.88 | 23.06 | 27.07 | 6.49 |
| Draw Down(%) | NA | 11.05 | 18.19 | NA | NA | NA | NA | … | … | 11.05 | 12.32 | 11.95 | 17.89 | 36.11 | 2.02 |
| Yield(%) | 0.00 | 9.59 | 10.24 | 6.28 | 3.14 | 2.09 | 1.57 | … | … | 2.28 | 9.34 | 9.65 | 11.38 | 7.06 | 1.01 |
Data as of 06/08/2026, Common starting date is 11/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADAMZ (ADAMZ) |
0.34%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| ADAMZ (ADAMZ) |
19.05%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart