Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MBND (SPDR Nuveen Municipal Bond ETF) NA 80.56% 20.45% 16.57% -10.40% NA NA
Data as of 09/02/2013, Common starting date is 06/26/2000
More Performance Analytics Comparison
Name Start Date End Date
MBND (SPDR Nuveen Municipal Bond ETF) 06/26/2000 09/02/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.62 80.56 20.45 16.57 -10.40 NA NA 96.97 -48.92 13.73 42.00 68.07 -56.09 -4.91 -52.50 -25.47 30.89 36.67 -47.67 -61.78 -35.71
Sharpe Ratio NA 1.74 0.33 0.21 -0.13 NA NA 3.74 -0.93 0.19 0.64 0.72 -0.39 -0.09 -0.82 -0.42 0.35 0.46 -0.39 -0.43 -0.43
Standard Deviation(%) NA 46.17 62.65 77.76 88.12 NA NA 47.20 53.08 71.92 65.52 94.17 144.72 88.03 68.38 66.50 85.94 77.40 125.40 149.92 143.21
Draw Down(%) NA 34.09 75.71 75.71 92.92 NA NA 19.76 60.27 59.63 39.09 51.86 70.79 45.54 61.59 41.18 57.50 46.52 74.62 80.76 60.21
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/02/2013, Common starting date is 06/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBND (SPDR Nuveen Municipal Bond ETF) -43.16%
Apr 2005 – Apr 2008
-36.78%
Jul 2003 – Jul 2008
-27.94%
Jul 2000 – Jul 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBND (SPDR Nuveen Municipal Bond ETF) 45.15%
Jul 2008 – Jul 2011
25.45%
Jul 2008 – Jul 2013
-3.28%
Sep 2002 – Sep 2012
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return