Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) | -4.11% | -4.65% | -0.87% | 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 |
|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) | 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 (%) | -2.63 | -4.65 | -0.87 | NA | NA | NA | NA | … | … | -4.11 | -0.93 | -0.12 | 0.66 |
| Sharpe Ratio | NA | -2.99 | -1.19 | NA | NA | NA | NA | … | … | -4.07 | -1.41 | -2.71 | -0.86 |
| Standard Deviation(%) | NA | 1.59 | 2.65 | NA | NA | NA | NA | … | … | 1.49 | 2.73 | 2.48 | 3.42 |
| Draw Down(%) | NA | 3.08 | 4.75 | NA | NA | NA | NA | … | … | 2.50 | 3.00 | 2.84 | 5.66 |
| Yield(%) | 0.00 | 0.00 | 1.78 | 1.17 | 0.58 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 3.33 | 2.59 |
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 |
|---|---|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) |
0.20%
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 |
|---|---|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) |
0.20%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart