Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMBTX (Empire Builder Tax-Free Bond Bldr) | NA | -45.23% | -16.90% | -9.27% | -3.79% | -0.78% | NA | … | … |
Data as of 05/29/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMBTX (Empire Builder Tax-Free Bond Bldr) | 06/21/1996 | 05/29/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -45.23 | -16.90 | -9.27 | -3.79 | -0.78 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 1.40 | 1.79 | 2.12 | 2.61 | 3.37 | 3.13 | … | … |
Data as of 05/29/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBTX (Empire Builder Tax-Free Bond Bldr) |
-16.81%
Apr 2010 – Apr 2013 |
-9.26%
Apr 2008 – Apr 2013 |
-3.55%
Apr 2003 – Apr 2013 |
-0.73%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMBTX (Empire Builder Tax-Free Bond Bldr) |
9.16%
May 2000 – May 2003 |
6.34%
Jan 2000 – Jan 2005 |
4.61%
Jan 2000 – Jan 2010 |
3.97%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart