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
ADAMN 12.19% 21.02% 17.58% 8.23% NA NA NA
Data as of 06/11/2026, Common starting date is 10/06/2017
More Performance Analytics Comparison
Name Start Date End Date
ADAMN 10/06/2017 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.13 21.02 17.58 8.23 NA NA NA 12.19 4.59 16.22 34.34 -23.73 21.41 -0.50 24.53 -3.28 1.47
Sharpe Ratio NA 1.61 1.02 0.35 NA NA NA 2.26 0.13 0.99 1.58 -1.16 2.48 0.00 3.53 -0.45 0.80
Standard Deviation(%) NA 11.15 13.80 16.09 NA NA NA 12.06 13.48 12.76 19.63 21.75 8.61 156.40 6.53 10.47 7.09
Draw Down(%) NA 4.95 11.14 30.02 NA NA NA 4.95 11.14 8.54 17.00 30.02 3.26 85.37 2.60 13.29 4.02
Yield(%) 0.00 9.29 10.36 7.86 6.85 4.57 3.42 2.28 8.81 9.26 11.14 7.85 8.96 7.93 9.01 8.08 2.06
Data as of 06/11/2026, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADAMN (ADAMN) -2.69%
Dec 2019 – Dec 2022
2.11%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADAMN (ADAMN) 43.42%
Mar 2020 – Mar 2023
31.16%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return