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
CVTWYX (ADT 2030 Cohen & Steers Covered Call & Income Strategies Closed-End Portfolio Series 2020-3) NA NA NA NA NA NA NA
Data as of 08/11/2022, Common starting date is 08/05/2022
More Performance Analytics Comparison
Name Start Date End Date
CVTWYX (ADT 2030 Cohen & Steers Covered Call & Income Strategies Closed-End Portfolio Series 2020-3) 08/05/2022 08/11/2022
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022
Annualized Return (%) NA NA NA NA NA NA 0.74
Sharpe Ratio NA NA NA NA NA NA 6.68
Standard Deviation(%) NA NA NA NA NA NA 8.65
Draw Down(%) NA NA NA NA NA NA 0.51
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/11/2022, Common starting date is 08/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVTWYX (ADT 2030 Cohen & Steers Covered Call & Income Strategies Closed-End Portfolio Series 2020-3) 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
CVTWYX (ADT 2030 Cohen & Steers Covered Call & Income Strategies Closed-End Portfolio Series 2020-3) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return