Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADNPX (Amer Beacon ARK Disruptive Innovation Fu) | 4.70% | 38.84% | 24.27% | -5.41% | 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 |
|---|---|---|
| ADNPX (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 | 38.84 | 24.27 | -5.41 | NA | NA | NA | … | … | 4.70 | 40.33 | 8.19 | 67.46 | -66.37 | -22.90 | 147.19 | 31.94 | -3.51 | 68.35 |
| Sharpe Ratio | NA | 1.24 | 0.65 | -0.18 | NA | NA | NA | … | … | 0.45 | 0.89 | 0.13 | 1.65 | -1.04 | -0.61 | 3.25 | 1.23 | -0.17 | 4.23 |
| Standard Deviation(%) | NA | 35.10 | 38.28 | 44.92 | NA | NA | NA | … | … | 37.33 | 43.03 | 35.16 | 39.10 | 65.56 | 37.35 | 44.88 | 24.69 | 28.74 | 17.83 |
| Draw Down(%) | NA | 30.04 | 38.99 | 76.39 | NA | NA | NA | … | … | 23.44 | 38.99 | 24.48 | 32.35 | 68.79 | 39.39 | 39.19 | 17.88 | 29.01 | 7.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.62 | 11.79 | 7.86 | 5.90 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.91 | 18.58 | 0.95 | 4.22 | 5.71 | 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 |
|---|---|---|---|---|
| ADNPX (Amer Beacon ARK Disruptive Innovation Fu) |
-29.67%
Jan 2021 – Jan 2024 |
-10.55%
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 |
|---|---|---|---|---|
| ADNPX (Amer Beacon ARK Disruptive Innovation Fu) |
47.07%
Jan 2018 – Jan 2021 |
23.86%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
