Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APARX (Wilmington Pennsylvania Muni Bond A) | NA | 5.68% | 4.52% | 4.28% | 2.70% | 3.28% | NA | … | … |
Data as of 11/30/2012, Common starting date is 10/07/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APARX (Wilmington Pennsylvania Muni Bond A) | 10/07/1996 | 11/30/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 5.68 | 4.52 | 4.28 | 2.70 | 3.28 | NA | … | … | 3.74 | 7.87 | 1.94 | 9.63 | -1.62 | 3.12 | 0.68 | -2.12 | 0.10 | 1.72 | 7.75 | 4.68 | 8.67 | -2.14 | 4.94 | 5.64 | 1.45 |
| Sharpe Ratio | NA | 2.38 | 1.93 | 1.29 | 0.55 | NA | NA | … | … | 1.71 | 3.45 | 0.81 | 3.35 | -0.52 | 0.04 | -1.53 | -2.34 | -0.28 | 0.32 | 2.32 | 0.97 | 2.97 | -2.97 | 0.80 | -25.48 | 1.26 |
| Standard Deviation(%) | NA | 2.36 | 2.31 | 3.11 | 2.83 | NA | NA | … | … | 2.37 | 2.27 | 2.28 | 2.85 | 4.88 | 2.27 | 1.72 | 1.84 | 3.09 | 3.23 | 2.87 | 2.47 | 1.56 | 1.80 | 2.02 | 1.94 | 2.34 |
| Draw Down(%) | NA | 1.49 | 4.62 | 8.84 | 8.84 | NA | NA | … | … | 1.49 | 1.74 | 3.93 | 2.18 | 8.84 | 1.70 | 2.46 | 3.26 | 5.46 | 5.63 | 3.56 | 3.12 | 1.98 | 3.75 | 1.52 | 1.65 | 1.05 |
| Yield(%) | 0.00 | 2.72 | 3.02 | 3.29 | 2.41 | 3.03 | 2.54 | … | … | 2.08 | 3.22 | 3.15 | 3.94 | 3.65 | 3.53 | 0.88 | 0.00 | 1.15 | 2.83 | 2.69 | 4.21 | 4.73 | 4.38 | 5.58 | 4.53 | 0.96 |
Data as of 11/30/2012, Common starting date is 10/07/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APARX (Wilmington Pennsylvania Muni Bond A) |
-1.51%
Jun 2003 – Jun 2006 |
-0.14%
Oct 2003 – Oct 2008 |
1.83%
Oct 1998 – Oct 2008 |
3.17%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APARX (Wilmington Pennsylvania Muni Bond A) |
7.55%
May 2000 – May 2003 |
5.16%
Sep 1997 – Sep 2002 |
3.26%
May 2000 – May 2010 |
3.45%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart