Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONVZX (ADT 2018 Cohen & Steers Convertible and Income Closed-End Portfolio Series 2020-2) | NA | -29.41% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2022, Common starting date is 06/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONVZX (ADT 2018 Cohen & Steers Convertible and Income Closed-End Portfolio Series 2020-2) | 06/10/2020 | 06/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | -29.41 | NA | NA | NA | NA | NA | … | … | -29.23 | 5.38 | 25.91 |
| Sharpe Ratio | NA | -1.61 | NA | NA | NA | NA | NA | … | … | -2.29 | 0.37 | 2.87 |
| Standard Deviation(%) | NA | 18.37 | NA | NA | NA | NA | NA | … | … | 24.22 | 14.50 | 17.73 |
| Draw Down(%) | NA | 36.63 | NA | NA | NA | NA | NA | … | … | 33.09 | 11.25 | 9.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2022, Common starting date is 06/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONVZX (ADT 2018 Cohen & Steers Convertible and Income 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 |
|---|---|---|---|---|
| CONVZX (ADT 2018 Cohen & Steers Convertible and Income Closed-End Portfolio Series 2020-2) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart