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
BGIGYX (ADT 2042 Bahl & Gaynor Income Growth Portfolio Series 2020-4Q) NA 11.16% NA NA NA NA NA
Data as of 02/17/2022, Common starting date is 11/17/2020
More Performance Analytics Comparison
Name Start Date End Date
BGIGYX (ADT 2042 Bahl & Gaynor Income Growth Portfolio Series 2020-4Q) 11/17/2020 02/17/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) -1.45 11.16 NA NA NA NA NA -8.15 24.06 0.93
Sharpe Ratio NA 0.92 NA NA NA NA NA -3.33 2.03 0.82
Standard Deviation(%) NA 12.11 NA NA NA NA NA 14.38 11.81 10.14
Draw Down(%) NA 8.62 NA NA NA NA NA 8.61 4.86 1.82
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/17/2022, Common starting date is 11/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGIGYX (ADT 2042 Bahl & Gaynor Income Growth 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
BGIGYX (ADT 2042 Bahl & Gaynor Income Growth Portfolio Series 2020-4Q) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return