Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALASX (ADT 2102 Balanced Portfolio Series 2022-1) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 01/09/2024, Common starting date is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALASX (ADT 2102 Balanced Portfolio Series 2022-1) | 04/17/2023 | 01/09/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 22,244.44 | NA | NA | NA | NA | NA | NA | … | … | -1.04 | 9.78 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -3.75 | 0.87 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 10.47 | 11.80 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1.27 | 9.65 |
| Yield(%) | 98.75 | 108.32 | 36.11 | 21.66 | 10.83 | 7.22 | 5.42 | … | … | 98.75 | 3.72 |
Data as of 01/09/2024, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALASX (ADT 2102 Balanced Portfolio Series 2022-1) |
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 |
|---|---|---|---|---|
| BALASX (ADT 2102 Balanced Portfolio Series 2022-1) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart