Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMEHX (Advisors Dis Tr 386 Insured Tax Exempt Mun Ptf Lg Term Srs 5) | NA | -2.68% | NA | NA | NA | NA | NA | … | … |
Data as of 07/07/2025, Common starting date is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMEHX (Advisors Dis Tr 386 Insured Tax Exempt Mun Ptf Lg Term Srs 5) | 04/17/2023 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | -2.68 | NA | NA | NA | NA | NA | … | … | -0.17 | -6.65 | 0.61 |
| Sharpe Ratio | NA | -0.89 | NA | NA | NA | NA | NA | … | … | -0.46 | -2.72 | -0.52 |
| Standard Deviation(%) | NA | 6.48 | NA | NA | NA | NA | NA | … | … | 7.43 | 4.88 | 5.78 |
| Draw Down(%) | NA | 10.04 | NA | NA | NA | NA | NA | … | … | 6.20 | 6.73 | 10.00 |
| Yield(%) | 0.00 | 1.17 | 1.79 | 1.07 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 2.03 | 3.39 |
Data as of 07/07/2025, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMEHX (Advisors Dis Tr 386 Insured Tax Exempt Mun Ptf Lg Term Srs 5) |
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 |
|---|---|---|---|---|
| AAMEHX (Advisors Dis Tr 386 Insured Tax Exempt Mun Ptf Lg Term Srs 5) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart