Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADT (ADT Inc.) | -15.77% | -19.37% | 7.32% | -7.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADT (ADT Inc.) | 01/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | -19.37 | 7.32 | -7.10 | NA | NA | NA | … | … | -15.77 | 21.06 | 4.53 | -22.96 | 10.08 | 9.05 | 1.11 | 45.88 | -50.65 |
| Sharpe Ratio | NA | -0.70 | 0.13 | -0.22 | NA | NA | NA | … | … | -1.14 | 0.69 | 0.02 | -0.64 | 0.21 | 0.18 | 0.01 | 1.01 | -1.09 |
| Standard Deviation(%) | NA | 27.50 | 34.56 | 37.75 | NA | NA | NA | … | … | 32.80 | 26.85 | 37.89 | 42.07 | 41.98 | 49.44 | 74.37 | 44.08 | 49.59 |
| Draw Down(%) | NA | 26.80 | 26.80 | 54.15 | NA | NA | NA | … | … | 22.30 | 11.86 | 16.84 | 47.30 | 27.99 | 32.98 | 52.66 | 46.30 | 52.45 |
| Yield(%) | 0.00 | 2.56 | 3.37 | 1.59 | 1.64 | 1.09 | 0.82 | … | … | 0.69 | 3.15 | 3.14 | 1.56 | 1.66 | 1.79 | 1.85 | 13.10 | 1.13 |
Data as of 06/04/2026, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADT (ADT Inc.) |
-13.87%
Aug 2020 – Aug 2023 |
-5.96%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADT (ADT Inc.) |
20.96%
Mar 2020 – Mar 2023 |
16.11%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart