Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGIGZX (ADT 2058 Bahl & Gaynor Income Growth Portfolio Series 2021-1Q) | NA | -0.01% | NA | NA | NA | NA | NA | … | … |
Data as of 05/13/2022, Common starting date is 10/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGIGZX (ADT 2058 Bahl & Gaynor Income Growth Portfolio Series 2021-1Q) | 10/10/2019 | 05/13/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | -0.01 | NA | NA | NA | NA | NA | … | … | -12.02 | -11.51 | 23.71 | 10.84 |
| Sharpe Ratio | NA | -0.01 | NA | NA | NA | NA | NA | … | … | -1.69 | -0.30 | 0.61 | 6.48 |
| Standard Deviation(%) | NA | 13.84 | NA | NA | NA | NA | NA | … | … | 17.66 | 37.71 | 38.37 | 8.94 |
| Draw Down(%) | NA | 12.79 | NA | NA | NA | NA | NA | … | … | 12.72 | 31.57 | 36.67 | 2.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/13/2022, Common starting date is 10/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGIGZX (ADT 2058 Bahl & Gaynor Income Growth Portfolio Series 2021-1Q) |
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 |
|---|---|---|---|---|
| BGIGZX (ADT 2058 Bahl & Gaynor Income Growth Portfolio Series 2021-1Q) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart