Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCCASX (ADT 1849 Blue Chip Covered Call Portfolio Series 2022-1Q) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 01/25/2024, Common starting date is 04/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCCASX (ADT 1849 Blue Chip Covered Call Portfolio Series 2022-1Q) | 04/06/2023 | 01/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20,639.61 | NA | NA | NA | NA | NA | NA | … | … | -0.33 | 16.33 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.89 | 1.51 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 9.45 | 12.68 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.08 | 10.65 |
| Yield(%) | 101.16 | 115.34 | 38.45 | 23.07 | 11.53 | 7.69 | 5.77 | … | … | 100.38 | 6.60 |
Data as of 01/25/2024, Common starting date is 04/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCCASX (ADT 1849 Blue Chip Covered Call Portfolio Series 2022-1Q) |
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 |
|---|---|---|---|---|
| BCCASX (ADT 1849 Blue Chip Covered Call Portfolio Series 2022-1Q) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart