Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FCQSXX (CS 602: Tax Exempt Municipal Income Trust Series 312) 0.07% 4.30% 1.22% NA NA NA NA
Data as of 06/10/2026, Common starting date is 04/17/2023
More Performance Analytics Comparison
Name Start Date End Date
FCQSXX (CS 602: Tax Exempt Municipal Income Trust Series 312) 04/17/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.34 4.30 1.22 NA NA NA NA 0.07 -4.09 1.87 4.06
Sharpe Ratio NA 0.29 -0.23 NA NA NA NA -0.36 -0.74 -0.65 0.21
Standard Deviation(%) NA 4.73 8.31 NA NA NA NA 5.23 9.56 7.24 9.34
Draw Down(%) NA 4.07 13.76 NA NA NA NA 4.07 10.63 5.66 12.23
Yield(%) 0.00 0.00 1.76 1.16 0.58 0.39 0.29 0.00 0.00 3.18 2.58
Data as of 06/10/2026, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCQSXX (CS 602: Tax Exempt Municipal Income Trust Series 312) 1.58%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCQSXX (CS 602: Tax Exempt Municipal Income Trust Series 312) 1.58%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return