Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTFIX (BlackRock AMT-Free Municipal Bond Instl ) | NA | 2.27% | 4.56% | 4.20% | 3.90% | NA | NA | … | … |
Data as of 07/15/2011, Common starting date is 03/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTFIX (BlackRock AMT-Free Municipal Bond Instl ) | 03/11/1997 | 07/15/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 2.27 | 4.56 | 4.20 | 3.90 | NA | NA | … | … | 3.94 | 2.21 | 13.69 | -4.10 | 2.22 | 4.14 | 1.99 | 3.74 | 4.73 | 5.59 | 4.80 | 10.99 | -4.09 | 6.48 | 9.11 |
| Sharpe Ratio | NA | 0.47 | 0.91 | 0.72 | 0.72 | NA | NA | … | … | 1.90 | 0.55 | 4.11 | -0.73 | -0.30 | 0.36 | -0.08 | 1.03 | 1.38 | 1.49 | 0.85 | 2.58 | -2.61 | 1.10 | 2.59 |
| Standard Deviation(%) | NA | 4.63 | 4.85 | 4.26 | 3.60 | NA | NA | … | … | 3.91 | 3.86 | 3.30 | 6.83 | 2.65 | 2.32 | 2.30 | 2.72 | 2.92 | 3.01 | 2.98 | 2.69 | 2.81 | 2.87 | 3.00 |
| Draw Down(%) | NA | 9.24 | 10.59 | 10.83 | 10.83 | NA | NA | … | … | 4.26 | 7.17 | 3.56 | 10.83 | 2.65 | 1.39 | 2.10 | 4.44 | 4.09 | 3.69 | 3.48 | 2.92 | 6.00 | 1.91 | 1.67 |
| Yield(%) | 0.00 | 3.96 | 4.35 | 4.36 | 4.29 | 4.42 | 3.32 | … | … | 1.66 | 4.35 | 5.09 | 4.63 | 4.45 | 4.20 | 4.09 | 4.16 | 4.77 | 4.49 | 5.24 | 5.31 | 4.55 | 5.17 | 4.70 |
Data as of 07/15/2011, Common starting date is 03/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFIX (BlackRock AMT-Free Municipal Bond Instl ) |
0.69%
Dec 2005 – Dec 2008 |
1.55%
Dec 2003 – Dec 2008 |
2.91%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTFIX (BlackRock AMT-Free Municipal Bond Instl ) |
7.72%
May 2000 – May 2003 |
6.24%
Jan 2000 – Jan 2005 |
4.88%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart