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
HCTADX (ADT 1985 UBS Longer Term Investments Series – Healthcare Trends Portfolio Series 2020-1) NA NA NA NA NA NA NA
Data as of 12/17/2021, Common starting date is 05/20/2021
More Performance Analytics Comparison
Name Start Date End Date
HCTADX (ADT 1985 UBS Longer Term Investments Series – Healthcare Trends Portfolio Series 2020-1) 05/20/2021 12/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021
Annualized Return (%) 1.02 NA NA NA NA NA NA 14.67
Sharpe Ratio NA NA NA NA NA NA NA 1.81
Standard Deviation(%) NA NA NA NA NA NA NA 14.57
Draw Down(%) NA NA NA NA NA NA NA 8.61
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/17/2021, Common starting date is 05/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HCTADX (ADT 1985 UBS Longer Term Investments Series – Healthcare Trends Portfolio Series 2020-1) 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
HCTADX (ADT 1985 UBS Longer Term Investments Series – Healthcare Trends Portfolio Series 2020-1) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return