Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOPARX (ADT 2021 Financial Opportunities Portfolio Series 2020-3) | NA | -14.40% | NA | NA | NA | NA | NA | … | … |
Data as of 07/07/2022, Common starting date is 07/10/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOPARX (ADT 2021 Financial Opportunities Portfolio Series 2020-3) | 07/10/2020 | 07/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | -14.40 | NA | NA | NA | NA | NA | … | … | -21.46 | 40.61 | 31.74 |
| Sharpe Ratio | NA | -0.56 | NA | NA | NA | NA | NA | … | … | -1.25 | 1.95 | 3.23 |
| Standard Deviation(%) | NA | 26.31 | NA | NA | NA | NA | NA | … | … | 30.72 | 20.73 | 24.22 |
| Draw Down(%) | NA | 29.64 | NA | NA | NA | NA | NA | … | … | 29.64 | 9.34 | 9.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2022, Common starting date is 07/10/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOPARX (ADT 2021 Financial Opportunities Portfolio Series 2020-3) |
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 |
|---|---|---|---|---|
| FOPARX (ADT 2021 Financial Opportunities Portfolio Series 2020-3) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart