Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAMLBX (Advisors Dis Tr 860 Tax Exempt Municipal Ptf Invest. Grade march 2012 Series) | NA | -3.09% | 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 |
|---|---|---|
| AAMLBX (Advisors Dis Tr 860 Tax Exempt Municipal Ptf Invest. Grade march 2012 Series) | 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 (%) | -0.14 | -3.09 | NA | NA | NA | NA | NA | … | … | -3.16 | -1.25 | 4.96 |
| Sharpe Ratio | NA | -1.13 | NA | NA | NA | NA | NA | … | … | -1.47 | -1.69 | 0.62 |
| Standard Deviation(%) | NA | 5.54 | NA | NA | NA | NA | NA | … | … | 6.29 | 4.63 | 5.22 |
| Draw Down(%) | NA | 7.99 | NA | NA | NA | NA | NA | … | … | 6.25 | 4.31 | 6.53 |
| Yield(%) | 0.00 | 1.15 | 1.87 | 1.12 | 0.56 | 0.37 | 0.28 | … | … | 0.00 | 3.11 | 2.42 |
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 |
|---|---|---|---|---|
| AAMLBX (Advisors Dis Tr 860 Tax Exempt Municipal Ptf Invest. Grade march 2012 Series) |
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 |
|---|---|---|---|---|
| AAMLBX (Advisors Dis Tr 860 Tax Exempt Municipal Ptf Invest. Grade march 2012 Series) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart