Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICALX (RiverSource California Tax-Exempt A) | NA | 0.71% | 3.69% | 3.31% | 3.87% | 4.41% | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICALX (RiverSource California Tax-Exempt A) | 06/21/1996 | 07/01/2011 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.71 | 3.69 | 3.31 | 3.87 | 4.41 | NA | … | … | 3.46 | 0.33 | 16.01 | -7.36 | 0.97 | 4.68 | 3.82 | 3.17 | 5.14 | 7.29 | 3.33 | 12.98 | -4.36 | 5.76 | 8.00 | 6.64 |
| Sharpe Ratio | NA | 0.13 | 0.61 | 0.43 | 0.59 | NA | NA | … | … | 1.79 | 0.06 | 3.42 | -1.03 | -0.71 | 0.59 | 0.60 | 0.57 | 1.04 | 1.65 | 0.39 | 2.97 | -2.27 | 0.86 | -16.59 | 2.22 |
| Standard Deviation(%) | NA | 4.88 | 5.75 | 5.00 | 4.32 | NA | NA | … | … | 3.90 | 4.31 | 4.66 | 8.00 | 2.92 | 2.35 | 2.75 | 3.88 | 4.29 | 3.76 | 2.66 | 3.01 | 3.34 | 2.83 | 2.84 | 4.27 |
| Draw Down(%) | NA | 10.62 | 13.67 | 14.17 | 14.17 | NA | NA | … | … | 4.01 | 8.43 | 4.51 | 14.17 | 2.89 | 1.26 | 2.36 | 6.49 | 5.82 | 5.66 | 2.82 | 2.93 | 6.35 | 1.68 | 1.98 | 2.04 |
| Yield(%) | 0.00 | 3.29 | 3.88 | 3.99 | 4.36 | 4.69 | 3.57 | … | … | 1.10 | 4.11 | 4.92 | 4.03 | 4.61 | 3.79 | 4.89 | 3.90 | 6.29 | 4.61 | 4.57 | 5.27 | 4.86 | 5.04 | 5.64 | 3.40 |
Data as of 07/01/2011, 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 |
|---|---|---|---|---|
| ICALX (RiverSource California Tax-Exempt A) |
-0.70%
Dec 2005 – Dec 2008 |
0.96%
Dec 2003 – Dec 2008 |
2.79%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICALX (RiverSource California Tax-Exempt A) |
8.46%
May 2000 – May 2003 |
6.72%
Jan 2000 – Jan 2005 |
5.11%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart