Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVTFX (WB Capital Municipal Bond) | NA | -1.28% | 3.09% | 2.64% | 3.91% | NA | NA | … | … |
Data as of 05/24/2010, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVTFX (WB Capital Municipal Bond) | 06/20/1996 | 05/24/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.28 | 3.09 | 2.64 | 3.91 | NA | NA | … | … | -3.94 | 8.19 | 1.90 | 4.14 | 2.96 | 0.50 | 2.05 | 2.68 | 9.30 | 3.94 | 7.94 | -0.81 | 4.53 | 6.62 | 4.66 |
| Sharpe Ratio | NA | -0.27 | 0.51 | 0.24 | 0.69 | NA | NA | … | … | -1.23 | 2.99 | 0.22 | 0.54 | -0.29 | -1.06 | 0.30 | 0.61 | 2.85 | 0.77 | 2.34 | -2.62 | 0.54 | 1.33 | 1.82 |
| Standard Deviation(%) | NA | 5.32 | 4.23 | 3.41 | 3.10 | NA | NA | … | … | 8.07 | 2.71 | 4.25 | 1.84 | 1.55 | 1.66 | 3.52 | 3.22 | 2.86 | 1.95 | 1.59 | 1.60 | 1.98 | 2.21 | 2.90 |
| Draw Down(%) | NA | 5.60 | 6.69 | 6.69 | 6.69 | NA | NA | … | … | 5.60 | 2.47 | 6.69 | 1.51 | 1.18 | 2.36 | 5.90 | 5.22 | 3.28 | 3.27 | 2.03 | 3.10 | 1.31 | 2.30 | 1.62 |
| Yield(%) | 0.00 | 3.48 | 3.92 | 4.04 | 4.27 | 3.87 | 2.91 | … | … | 0.48 | 4.22 | 4.57 | 3.65 | 4.36 | 4.78 | 4.55 | 3.64 | 4.21 | 3.90 | 4.13 | 4.05 | 3.69 | 3.88 | 2.14 |
Data as of 05/24/2010, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTFX (WB Capital Municipal Bond) |
0.52%
Jun 2003 – Jun 2006 |
1.64%
Sep 2003 – Sep 2008 |
3.17%
Sep 1998 – Sep 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTFX (WB Capital Municipal Bond) |
8.14%
May 2000 – May 2003 |
5.33%
May 1998 – May 2003 |
4.46%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart