Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALBUX (ADT 1981 Balanced Portfolio Series 2020-1) | NA | 19.51% | NA | NA | NA | NA | NA | … | … |
Data as of 12/17/2021, Common starting date is 01/07/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALBUX (ADT 1981 Balanced Portfolio Series 2020-1) | 01/07/2020 | 12/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 19.51 | NA | NA | NA | NA | NA | … | … | 20.75 | -10.37 |
| Sharpe Ratio | NA | 1.50 | NA | NA | NA | NA | NA | … | … | 1.64 | -0.26 |
| Standard Deviation(%) | NA | 13.00 | NA | NA | NA | NA | NA | … | … | 13.11 | 41.99 |
| Draw Down(%) | NA | 6.68 | NA | NA | NA | NA | NA | … | … | 6.68 | 47.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 12/17/2021, Common starting date is 01/07/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALBUX (ADT 1981 Balanced Portfolio Series 2020-1) |
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 |
|---|---|---|---|---|
| BALBUX (ADT 1981 Balanced Portfolio Series 2020-1) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart