Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMEJX (Advisors Dis Tr 408 Insured Tax Exempt Municipal Ptf Long Term Srs 7) | NA | 9,082.04% | NA | NA | NA | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAMEJX (Advisors Dis Tr 408 Insured Tax Exempt Municipal Ptf Long Term Srs 7) | 04/17/2023 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8,378.57 | 9,082.04 | NA | NA | NA | NA | NA | … | … | 8,008.56 | 0.68 |
| Sharpe Ratio | NA | 20.34 | NA | NA | NA | NA | NA | … | … | 47.02 | -0.46 |
| Standard Deviation(%) | NA | 445.77 | NA | NA | NA | NA | NA | … | … | 495.96 | 6.35 |
| Draw Down(%) | NA | 7.93 | NA | NA | NA | NA | NA | … | … | 7.93 | 11.17 |
| Yield(%) | 0.00 | 4.47 | 1.69 | 1.01 | 0.51 | 0.34 | 0.25 | … | … | 94.58 | 4.00 |
Data as of 10/21/2024, 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 |
|---|---|---|---|---|
| AAMEJX (Advisors Dis Tr 408 Insured Tax Exempt Municipal Ptf Long Term Srs 7) |
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 |
|---|---|---|---|---|
| AAMEJX (Advisors Dis Tr 408 Insured Tax Exempt Municipal Ptf Long Term Srs 7) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
