Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUIX (Federated CA Municipal Income B) | NA | 8.94% | 0.67% | 1.78% | 4.07% | NA | NA | … | … |
Data as of 02/02/2010, Common starting date is 11/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUIX (Federated CA Municipal Income B) | 11/30/1998 | 02/02/2010 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.94 | 0.67 | 1.78 | 4.07 | NA | NA | … | … | 0.00 | 14.29 | -11.44 | 0.76 | 4.16 | 3.89 | 3.94 | 4.02 | 7.14 | 3.34 | 12.14 | -5.38 | -0.03 |
| Sharpe Ratio | NA | 2.67 | -0.11 | -0.02 | 0.58 | NA | NA | … | … | 0.00 | 3.38 | -1.58 | -0.83 | 0.42 | 0.73 | 0.91 | 0.89 | 1.78 | 0.37 | 3.39 | -2.98 | -1.51 |
| Standard Deviation(%) | NA | 3.31 | 5.39 | 4.41 | 3.84 | NA | NA | … | … | NA | 4.20 | 7.79 | 2.75 | 2.09 | 2.36 | 3.29 | 3.73 | 3.40 | 2.82 | 2.39 | 2.89 | 2.23 |
| Draw Down(%) | NA | 3.69 | 16.43 | 16.43 | 16.43 | NA | NA | … | … | 0.00 | 3.69 | 16.43 | 3.62 | 1.19 | 2.10 | 5.14 | 5.72 | 4.53 | 3.72 | 2.38 | 7.11 | 0.98 |
| Yield(%) | 0.00 | 3.40 | 3.53 | 3.64 | 4.27 | 2.88 | 2.16 | … | … | 0.00 | 3.94 | 3.92 | 3.82 | 3.88 | 3.90 | 4.10 | 4.01 | 4.28 | 4.10 | 4.71 | 3.90 | 0.66 |
Data as of 02/02/2010, Common starting date is 11/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUIX (Federated CA Municipal Income B) |
-2.41%
Dec 2005 – Dec 2008 |
0.07%
Dec 2003 – Dec 2008 |
2.06%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUIX (Federated CA Municipal Income B) |
7.98%
May 2000 – May 2003 |
6.39%
Jan 2000 – Jan 2005 |
4.10%
Sep 1999 – Sep 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart