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
AGO-PE (Assured Guaranty Municipal Holdings Inc. NT 6.25% 2102) NA 3.53% NA NA NA NA NA
Data as of 09/24/2021, Common starting date is 05/30/2019
More Performance Analytics Comparison
Name Start Date End Date
AGO-PE (Assured Guaranty Municipal Holdings Inc. NT 6.25% 2102) 05/30/2019 09/24/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 3.53 NA NA NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 6.08 4.54 2.72 1.36 0.91 0.68
Data as of 09/24/2021, Common starting date is 05/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGO-PE (Assured Guaranty Municipal Holdings Inc. NT 6.25% 2102) 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
AGO-PE (Assured Guaranty Municipal Holdings Inc. NT 6.25% 2102) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return