Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GNMVX (Gurtin National Muni Interm Val Instl) | NA | 3.67% | 3.31% | 1.12% | 2.12% | NA | NA | … | … |
Data as of 12/11/2025, Common starting date is 12/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNMVX (Gurtin National Muni Interm Val Instl) | 12/03/2015 | 12/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.67 | 3.31 | 1.12 | 2.12 | NA | NA | … | … | 2.95 | 1.57 | 3.96 | -5.09 | 0.80 | 4.21 | 6.50 | 1.09 | 3.98 | -0.07 | 0.24 |
| Sharpe Ratio | NA | -0.28 | -0.24 | -0.61 | 0.14 | NA | NA | … | … | 0.07 | -2.09 | -0.11 | -2.56 | 0.68 | 0.62 | 3.33 | -0.15 | 1.68 | -0.11 | 2.94 |
| Standard Deviation(%) | NA | 3.03 | 2.67 | 2.41 | 2.92 | NA | NA | … | … | 3.01 | 2.40 | 2.64 | 2.54 | 1.14 | 6.43 | 1.53 | 1.50 | 2.00 | 2.44 | 1.05 |
| Draw Down(%) | NA | 3.03 | 3.93 | 8.41 | 10.03 | NA | NA | … | … | 3.03 | 1.83 | 3.93 | 8.04 | 1.39 | 10.03 | 1.42 | 1.94 | 1.82 | 4.97 | 0.10 |
| Yield(%) | 0.00 | 2.78 | 2.59 | 2.02 | 1.93 | 1.29 | 0.97 | … | … | 2.56 | 2.73 | 2.28 | 1.56 | 1.34 | 1.77 | 1.97 | 1.85 | 1.53 | 1.36 | 0.04 |
Data as of 12/11/2025, Common starting date is 12/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNMVX (Gurtin National Muni Interm Val Instl) |
-1.69%
Oct 2020 – Oct 2023 |
0.70%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNMVX (Gurtin National Muni Interm Val Instl) |
4.64%
Apr 2018 – Apr 2021 |
3.47%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart