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
ASDAWX (ADT 2083 Aerospace/Defense Opportunities Portfolio Series 2021-2) NA NA NA NA NA NA NA
Data as of 08/03/2023, Common starting date is 01/06/2023
More Performance Analytics Comparison
Name Start Date End Date
ASDAWX (ADT 2083 Aerospace/Defense Opportunities Portfolio Series 2021-2) 01/06/2023 08/03/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023
Annualized Return (%) 4,833.46 NA NA NA NA NA NA 10.10
Sharpe Ratio NA NA NA NA NA NA NA 0.90
Standard Deviation(%) NA NA NA NA NA NA NA 15.49
Draw Down(%) NA NA NA NA NA NA NA 8.28
Yield(%) 99.60 110.38 36.79 22.08 11.04 7.36 5.52 110.38
Data as of 08/03/2023, Common starting date is 01/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASDAWX (ADT 2083 Aerospace/Defense Opportunities Portfolio Series 2021-2) 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
ASDAWX (ADT 2083 Aerospace/Defense Opportunities Portfolio Series 2021-2) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return