Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTBBX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd B) | NA | -0.58% | -0.37% | 0.56% | 1.91% | 2.36% | 2.69% | … | … |
Data as of 06/22/2018, Common starting date is 05/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTBBX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd B) | 05/23/1997 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.58 | -0.37 | 0.56 | 1.91 | 2.36 | 2.69 | … | … | 4.93 | -4.26 | 0.54 | -1.24 | 6.35 | -6.89 | 5.27 | 6.54 | 2.41 | 18.43 | -10.91 | 0.96 | 4.48 | 4.61 | 3.61 | 4.26 | 5.56 | 4.13 | 6.67 | -1.62 | 5.13 | 5.53 |
| Sharpe Ratio | NA | -0.41 | -0.26 | 0.01 | 0.49 | NA | NA | … | … | 2.78 | -1.41 | 0.13 | -0.39 | 2.17 | -1.81 | 2.43 | 2.64 | 0.95 | 4.94 | -1.93 | -0.81 | 0.57 | 1.07 | 0.82 | 1.05 | 1.65 | 0.79 | 1.30 | -2.21 | 0.81 | 2.12 |
| Standard Deviation(%) | NA | 3.74 | 3.24 | 3.30 | 3.48 | NA | NA | … | … | 3.41 | 3.48 | 2.62 | 3.25 | 2.91 | 3.82 | 2.16 | 2.47 | 2.44 | 3.71 | 6.11 | 2.56 | 2.07 | 2.29 | 3.26 | 3.41 | 2.71 | 2.31 | 2.03 | 2.19 | 2.25 | 2.72 |
| Draw Down(%) | NA | 6.16 | 7.19 | 7.19 | 13.83 | NA | NA | … | … | 1.09 | 5.82 | 2.88 | 5.34 | 3.22 | 9.28 | 1.46 | 2.48 | 3.61 | 2.01 | 14.40 | 2.70 | 1.19 | 1.27 | 4.50 | 3.62 | 2.40 | 1.81 | 1.22 | 2.89 | 0.90 | 0.60 |
| Yield(%) | 0.00 | 2.11 | 2.49 | 2.71 | 3.04 | 3.17 | 3.32 | … | … | 0.91 | 2.30 | 2.89 | 3.24 | 3.33 | 2.69 | 3.11 | 3.60 | 3.35 | 4.12 | 3.55 | 3.29 | 3.21 | 3.34 | 3.52 | 3.85 | 4.22 | 4.07 | 4.03 | 3.78 | 4.13 | 3.01 |
Data as of 06/22/2018, Common starting date is 05/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTBBX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd B) |
-2.07%
Jan 2015 – Jan 2018 |
-1.41%
Nov 2012 – Nov 2017 |
1.28%
Jan 2008 – Jan 2018 |
2.07%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTBBX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd B) |
8.92%
Dec 2008 – Dec 2011 |
5.19%
May 2000 – May 2005 |
4.11%
May 2000 – May 2010 |
3.98%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison Chart