Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADNIX (Amer Beacon ARK Disruptive Innovation Fu) | 4.84% | 39.23% | 24.65% | -5.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADNIX (Amer Beacon ARK Disruptive Innovation Fu) | 01/30/2017 | 06/04/2026 |
| 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 (%) | -1.42 | 39.23 | 24.65 | -5.11 | NA | NA | NA | … | … | 4.84 | 40.85 | 8.55 | 67.91 | -66.24 | -22.65 | 148.00 | 32.44 | -3.18 | 68.96 |
| Sharpe Ratio | NA | 1.25 | 0.67 | -0.17 | NA | NA | NA | … | … | 0.46 | 0.90 | 0.14 | 1.66 | -1.03 | -0.61 | 3.27 | 1.25 | -0.16 | 4.27 |
| Standard Deviation(%) | NA | 35.14 | 38.26 | 44.92 | NA | NA | NA | … | … | 37.38 | 42.99 | 35.15 | 39.13 | 65.57 | 37.38 | 44.87 | 24.72 | 28.79 | 17.82 |
| Draw Down(%) | NA | 29.95 | 39.00 | 76.27 | NA | NA | NA | … | … | 23.42 | 39.00 | 24.32 | 32.28 | 68.68 | 39.20 | 39.19 | 17.86 | 28.94 | 7.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.64 | 12.04 | 8.02 | 6.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.86 | 18.74 | 1.19 | 4.19 | 5.69 | 5.91 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADNIX (Amer Beacon ARK Disruptive Innovation Fu) |
-29.43%
Jan 2021 – Jan 2024 |
-10.25%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADNIX (Amer Beacon ARK Disruptive Innovation Fu) |
47.59%
Jan 2018 – Jan 2021 |
24.32%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart