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
CEMUZX (ADT 2019 Cohen & Steers Municipal Closed-End Portfolio Series 2020-2) NA -11.76% NA NA NA NA NA
Data as of 09/19/2022, Common starting date is 06/11/2020
More Performance Analytics Comparison
Name Start Date End Date
CEMUZX (ADT 2019 Cohen & Steers Municipal Closed-End Portfolio Series 2020-2) 06/11/2020 09/19/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) -0.48 -11.76 NA NA NA NA NA -10.16 3.29 7.09
Sharpe Ratio NA -0.62 NA NA NA NA NA -0.58 0.56 2.23
Standard Deviation(%) NA 20.41 NA NA NA NA NA 25.70 5.77 5.85
Draw Down(%) NA 26.11 NA NA NA NA NA 24.47 5.77 4.73
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/19/2022, Common starting date is 06/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CEMUZX (ADT 2019 Cohen & Steers Municipal Closed-End Portfolio Series 2020-2) 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
CEMUZX (ADT 2019 Cohen & Steers Municipal Closed-End Portfolio Series 2020-2) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return