Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMGASX (ADT 2047 Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio Series 2020-4Q) | NA | -3.38% | NA | NA | NA | NA | NA | … | … |
Data as of 03/16/2022, Common starting date is 12/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMGASX (ADT 2047 Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio Series 2020-4Q) | 12/11/2020 | 03/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | -3.38 | NA | NA | NA | NA | NA | … | … | -11.05 | 21.23 | 0.90 |
| Sharpe Ratio | NA | -0.23 | NA | NA | NA | NA | NA | … | … | -2.29 | 1.47 | 1.67 |
| Standard Deviation(%) | NA | 14.95 | NA | NA | NA | NA | NA | … | … | 19.27 | 14.34 | 12.45 |
| Draw Down(%) | NA | 13.76 | NA | NA | NA | NA | NA | … | … | 13.76 | 6.89 | 1.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2022, Common starting date is 12/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMGASX (ADT 2047 Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio Series 2020-4Q) |
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 |
|---|---|---|---|---|
| SMGASX (ADT 2047 Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio Series 2020-4Q) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart