Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INYKX (RiverSource New York Tax-Exempt A) | NA | 1.68% | 4.36% | 3.85% | 4.36% | 4.76% | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INYKX (RiverSource New York 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 | 1.68 | 4.36 | 3.85 | 4.36 | 4.76 | NA | … | … | 3.16 | 1.32 | 16.37 | -6.46 | 1.69 | 4.58 | 2.70 | 5.04 | 6.01 | 9.25 | 3.80 | 11.42 | -4.39 | 5.53 | 8.86 | 6.16 |
| Sharpe Ratio | NA | 0.41 | 0.77 | 0.57 | 0.72 | NA | NA | … | … | 1.89 | 0.36 | 4.20 | -0.89 | -0.48 | 0.53 | 0.21 | 0.91 | 1.18 | 2.08 | 0.61 | 2.61 | -2.54 | 0.80 | -15.87 | 2.03 |
| Standard Deviation(%) | NA | 3.92 | 5.42 | 4.73 | 4.25 | NA | NA | … | … | 3.37 | 3.44 | 3.87 | 8.25 | 2.76 | 2.42 | 2.55 | 4.50 | 4.52 | 3.92 | 2.45 | 2.82 | 3.00 | 2.75 | 2.91 | 4.19 |
| Draw Down(%) | NA | 8.06 | 13.83 | 14.51 | 14.51 | NA | NA | … | … | 3.52 | 6.22 | 2.80 | 14.51 | 2.39 | 1.47 | 2.04 | 5.64 | 5.49 | 4.98 | 2.71 | 2.99 | 6.15 | 1.69 | 1.84 | 2.06 |
| Yield(%) | 0.00 | 3.04 | 3.70 | 3.81 | 4.57 | 4.84 | 3.69 | … | … | 1.06 | 3.81 | 4.62 | 4.00 | 4.00 | 3.87 | 4.59 | 6.03 | 7.50 | 4.90 | 4.50 | 5.49 | 4.75 | 4.99 | 5.48 | 3.27 |
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 |
|---|---|---|---|---|
| INYKX (RiverSource New York Tax-Exempt A) |
-0.17%
Dec 2005 – Dec 2008 |
1.42%
Dec 2003 – Dec 2008 |
3.22%
Nov 1998 – Nov 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INYKX (RiverSource New York Tax-Exempt A) |
8.83%
May 2000 – May 2003 |
7.44%
Jan 2000 – Jan 2005 |
5.41%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart