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
ASDAZX (ADT 2124 Aerospace/Defense Opportunities Portfolio) NA 2,987.94% NA NA NA NA NA
Data as of 08/05/2024, Common starting date is 01/06/2023
More Performance Analytics Comparison
Name Start Date End Date
ASDAZX (ADT 2124 Aerospace/Defense Opportunities Portfolio) 01/06/2023 08/05/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023
Annualized Return (%) 2,353.16 2,987.94 NA NA NA NA NA 2,693.70 22.44
Sharpe Ratio NA 9.31 NA NA NA NA NA 65.97 1.29
Standard Deviation(%) NA 324.51 NA NA NA NA NA 421.62 14.53
Draw Down(%) NA 7.37 NA NA NA NA NA 4.67 7.47
Yield(%) 0.00 0.57 0.31 0.19 0.09 0.06 0.05 107.38 0.59
Data as of 08/05/2024, 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
ASDAZX (ADT 2124 Aerospace/Defense Opportunities Portfolio) 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
ASDAZX (ADT 2124 Aerospace/Defense Opportunities Portfolio) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return