Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GETDX (GE Tax-Exempt Y ) | NA | 0.05% | 3.34% | 3.30% | 4.22% | NA | NA | … | … |
Data as of 02/22/2011, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GETDX (GE Tax-Exempt Y ) | 02/21/1997 | 02/22/2011 |
| 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 (%) | 0.33 | 0.05 | 3.34 | 3.30 | 4.22 | NA | NA | … | … | -0.33 | 1.09 | 9.60 | 0.35 | 2.96 | 3.27 | 1.20 | 2.49 | 8.63 | 10.27 | 4.62 | 10.70 | -2.02 | 5.68 | 6.47 |
| Sharpe Ratio | NA | -0.02 | 0.88 | 0.63 | 0.85 | NA | NA | … | … | -0.79 | 0.38 | 3.37 | -0.13 | -0.03 | -0.01 | -0.43 | 0.44 | 1.44 | 2.82 | 0.97 | 3.24 | -2.21 | 0.84 | 1.40 |
| Standard Deviation(%) | NA | 2.82 | 3.46 | 3.01 | 3.28 | NA | NA | … | … | 3.07 | 2.64 | 2.82 | 4.55 | 2.06 | 2.04 | 2.25 | 3.53 | 5.52 | 3.25 | 2.40 | 2.06 | 2.37 | 2.82 | 2.88 |
| Draw Down(%) | NA | 6.00 | 7.54 | 7.54 | 7.54 | NA | NA | … | … | 1.87 | 4.99 | 1.87 | 7.54 | 1.74 | 1.17 | 2.49 | 5.78 | 5.67 | 3.94 | 3.83 | 2.19 | 4.49 | 2.01 | 1.73 |
| Yield(%) | 0.00 | 3.11 | 3.61 | 3.78 | 4.11 | 4.10 | 3.08 | … | … | 0.00 | 3.44 | 3.92 | 3.89 | 4.15 | 4.20 | 4.00 | 3.49 | 3.98 | 4.35 | 4.72 | 5.59 | 4.75 | 5.02 | 4.36 |
Data as of 02/22/2011, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETDX (GE Tax-Exempt Y ) |
1.36%
May 2003 – May 2006 |
1.77%
Sep 2003 – Sep 2008 |
3.95%
Sep 1998 – Sep 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETDX (GE Tax-Exempt Y ) |
10.89%
May 2000 – May 2003 |
7.48%
Jan 2000 – Jan 2005 |
5.45%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
