Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATBYX (INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) | 1.31% | 6.56% | 3.95% | 1.15% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATBYX (INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) | 04/11/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.56 | 3.95 | 1.15 | NA | NA | NA | … | … | 1.31 | 4.87 | 1.86 | 5.67 | -7.68 | 2.25 | 4.93 | 6.94 | 1.16 | 2.10 |
| Sharpe Ratio | NA | 1.72 | 0.20 | -0.40 | NA | NA | NA | … | … | 0.29 | 0.49 | -0.62 | 0.58 | -2.62 | 1.52 | 0.62 | 3.13 | -0.14 | 1.20 |
| Standard Deviation(%) | NA | 2.32 | 3.43 | 3.25 | NA | NA | NA | … | … | 2.68 | 4.08 | 2.82 | 3.47 | 3.49 | 1.47 | 7.52 | 1.75 | 1.60 | 1.81 |
| Draw Down(%) | NA | 2.73 | 4.71 | 11.73 | NA | NA | NA | … | … | 2.73 | 4.37 | 2.10 | 5.26 | 11.42 | 1.84 | 11.48 | 1.54 | 1.66 | 1.31 |
| Yield(%) | 0.00 | 3.70 | 3.51 | 2.89 | 2.60 | 1.74 | 1.30 | … | … | 1.48 | 3.61 | 3.39 | 3.27 | 2.55 | 2.39 | 2.60 | 2.83 | 2.88 | 1.21 |
Data as of 06/10/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATBYX (INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) |
-1.77%
Oct 2020 – Oct 2023 |
0.72%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATBYX (INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) |
5.20%
Oct 2022 – Oct 2025 |
2.28%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart