Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCCANX (ADT 2039 Blue Chip Covered Call Portfolio Series 2020-4Q) | NA | 10.10% | NA | NA | NA | NA | NA | … | … |
Data as of 01/27/2022, Common starting date is 10/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCCANX (ADT 2039 Blue Chip Covered Call Portfolio Series 2020-4Q) | 10/16/2020 | 01/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 10.10 | NA | NA | NA | NA | NA | … | … | -1.99 | 9.06 | 2.72 |
| Sharpe Ratio | NA | 1.09 | NA | NA | NA | NA | NA | … | … | -1.70 | 0.98 | 1.22 |
| Standard Deviation(%) | NA | 9.29 | NA | NA | NA | NA | NA | … | … | 14.51 | 9.17 | 11.52 |
| Draw Down(%) | NA | 5.98 | NA | NA | NA | NA | NA | … | … | 4.13 | 4.88 | 3.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 01/27/2022, Common starting date is 10/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCCANX (ADT 2039 Blue Chip Covered Call Portfolio Series 2020-4Q) |
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 |
|---|---|---|---|---|
| BCCANX (ADT 2039 Blue Chip Covered Call Portfolio Series 2020-4Q) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart