Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMEIX (Advisors Dis Tr 360 Insured Tax Exempt Muni Ptf Long Term Srs 6) | NA | -4.26% | -1.97% | -3.82% | -18.03% | -12.52% | NA | … | … |
Data as of 07/07/2025, Common starting date is 07/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMEIX (Advisors Dis Tr 360 Insured Tax Exempt Muni Ptf Long Term Srs 6) | 07/24/2009 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | -4.26 | -1.97 | -3.82 | -18.03 | -12.52 | NA | … | … | -0.37 | -5.96 | 6.78 | -16.56 | -2.66 | 6.64 | -41.50 | -56.85 | -23.91 | -13.76 | -3.80 | 2.32 | -8.56 | 4.67 | 9.12 | -6.71 | 2.59 |
| Sharpe Ratio | NA | -1.06 | -0.85 | -1.03 | -0.83 | NA | NA | … | … | -0.51 | -2.55 | 0.43 | -2.61 | -0.78 | 0.35 | -0.93 | -1.15 | -1.42 | -1.73 | -1.88 | 0.55 | -2.83 | 1.91 | 1.99 | -1.40 | 1.44 |
| Standard Deviation(%) | NA | 6.98 | 6.23 | 5.68 | 23.52 | NA | NA | … | … | 7.47 | 4.95 | 5.89 | 6.89 | 3.45 | 18.43 | 45.96 | 50.64 | 17.35 | 8.09 | 2.04 | 4.17 | 3.03 | 2.44 | 4.56 | 4.87 | 4.11 |
| Draw Down(%) | NA | 11.55 | 12.97 | 24.74 | 86.96 | NA | NA | … | … | 6.33 | 6.84 | 10.62 | 21.62 | 5.12 | 22.08 | 46.56 | 57.81 | 24.45 | 14.14 | 5.13 | 4.56 | 10.83 | 1.60 | 4.95 | 10.38 | 4.86 |
| Yield(%) | 0.00 | 1.22 | 2.74 | 3.03 | 0.28 | 0.18 | 0.14 | … | … | 0.00 | 2.12 | 5.61 | 1.66 | 6.46 | 2.19 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2025, Common starting date is 07/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMEIX (Advisors Dis Tr 360 Insured Tax Exempt Muni Ptf Long Term Srs 6) |
-45.26%
Apr 2016 – Apr 2019 |
-31.85%
Apr 2014 – Apr 2019 |
-19.01%
Oct 2012 – Oct 2022 |
-12.64%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAMEIX (Advisors Dis Tr 360 Insured Tax Exempt Muni Ptf Long Term Srs 6) |
2.95%
Nov 2009 – Nov 2012 |
0.55%
Dec 2010 – Dec 2015 |
-15.62%
Jan 2011 – Jan 2021 |
-12.13%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart