Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUAD (iShares 2015 S&P AMT-Free Municipal Ser) | NA | 0.41% | 1.16% | NA | NA | NA | NA | … | … |
Data as of 07/03/2014, Common starting date is 01/15/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUAD (iShares 2015 S&P AMT-Free Municipal Ser) | 01/15/2010 | 07/03/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 0.41 | 1.16 | NA | NA | NA | NA | … | … | -0.29 | 0.82 | 1.34 | 5.55 | 1.18 |
| Sharpe Ratio | NA | 0.11 | 0.30 | NA | NA | NA | NA | … | … | -0.40 | 0.16 | 0.31 | 0.86 | 0.35 |
| Standard Deviation(%) | NA | 3.52 | 4.84 | NA | NA | NA | NA | … | … | 1.47 | 5.04 | 4.12 | 6.40 | 3.27 |
| Draw Down(%) | NA | 1.93 | 3.13 | NA | NA | NA | NA | … | … | 0.48 | 2.14 | 1.29 | 3.13 | 3.60 |
| Yield(%) | 0.05 | 0.65 | 0.99 | 1.11 | 0.55 | 0.37 | 0.28 | … | … | 0.30 | 0.83 | 1.10 | 1.59 | 1.67 |
Data as of 07/03/2014, Common starting date is 01/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUAD (iShares 2015 S&P AMT-Free Municipal Ser) |
1.26%
Jun 2011 – Jun 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUAD (iShares 2015 S&P AMT-Free Municipal Ser) |
2.63%
Apr 2010 – Apr 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart