Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CACAWX (ADT 2019 Cohen & Steers California Municipal Closed-End Portfolio Series 2020-1) | NA | -19.11% | NA | NA | NA | NA | NA | -11.43% |
Data as of 06/08/2022, AR inception is 06/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CACAWX (ADT 2019 Cohen & Steers California Municipal Closed-End Portfolio Series 2020-1) | 06/11/2020 | 06/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | -19.11 | NA | NA | NA | NA | NA | -11.43 | -18.66 | 3.19 | 5.52 |
| Sharpe Ratio | NA | -2.27 | NA | NA | NA | NA | NA | -0.82 | -3.48 | 0.56 | 1.74 |
| Standard Deviation(%) | NA | 8.49 | NA | NA | NA | NA | NA | 7.33 | 11.01 | 5.61 | 5.79 |
| Draw Down(%) | NA | 27.65 | NA | NA | NA | NA | NA | 27.65 | 25.15 | 5.23 | 5.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2022, AR inception is 06/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CACAWX (ADT 2019 Cohen & Steers California Municipal Closed-End Portfolio Series 2020-1) |
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 |
|---|---|---|---|---|
| CACAWX (ADT 2019 Cohen & Steers California Municipal Closed-End Portfolio Series 2020-1) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart