Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFBX (RiverSource Int Tax-Exempt B) | NA | 2.20% | 3.74% | 3.11% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 03/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFBX (RiverSource Int Tax-Exempt B) | 03/12/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.20 | 3.74 | 3.11 | NA | NA | NA | … | … | 3.38 | 1.31 | 10.33 | -3.49 | 1.05 | 2.96 | 0.42 | 1.49 | 1.49 |
| Sharpe Ratio | NA | 0.72 | 0.98 | 0.59 | NA | NA | NA | … | … | 2.84 | 0.44 | 2.97 | -0.90 | -0.90 | -0.16 | -0.73 | 0.16 | 0.31 |
| Standard Deviation(%) | NA | 2.97 | 3.66 | 3.29 | NA | NA | NA | … | … | 2.40 | 2.80 | 3.45 | 4.88 | 2.20 | 2.14 | 2.40 | 3.34 | 3.83 |
| Draw Down(%) | NA | 5.77 | 8.86 | 9.40 | NA | NA | NA | … | … | 1.74 | 5.09 | 2.79 | 9.40 | 1.90 | 1.48 | 2.59 | 5.60 | 5.41 |
| Yield(%) | 0.00 | 1.98 | 2.42 | 2.53 | 2.03 | 1.36 | 1.02 | … | … | 0.66 | 2.49 | 2.86 | 2.73 | 2.72 | 2.52 | 2.81 | 2.03 | 2.37 |
Data as of 07/01/2011, Common starting date is 03/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFBX (RiverSource Int Tax-Exempt B) |
0.13%
Dec 2005 – Dec 2008 |
0.46%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFBX (RiverSource Int Tax-Exempt B) |
4.51%
Aug 2007 – Aug 2010 |
3.13%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart