Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUAE (iShares 2016 S&P AMT-Free Municipal Ser) | NA | 1.47% | 2.15% | 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 |
|---|---|---|
| MUAE (iShares 2016 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 (%) | 0.02 | 1.47 | 2.15 | NA | NA | NA | NA | … | … | 0.23 | 1.07 | 1.88 | 7.19 | 2.37 |
| Sharpe Ratio | NA | 0.50 | 0.40 | NA | NA | NA | NA | … | … | 0.37 | 0.20 | 0.57 | 1.04 | 0.47 |
| Standard Deviation(%) | NA | 2.91 | 4.85 | NA | NA | NA | NA | … | … | 1.18 | 5.21 | 3.24 | 6.88 | 5.06 |
| Draw Down(%) | NA | 1.59 | 4.12 | NA | NA | NA | NA | … | … | 0.45 | 4.12 | 1.57 | 3.62 | 4.04 |
| Yield(%) | 0.06 | 0.80 | 1.23 | 1.40 | 0.70 | 0.47 | 0.35 | … | … | 0.36 | 1.00 | 1.32 | 2.02 | 2.14 |
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 |
|---|---|---|---|---|
| MUAE (iShares 2016 S&P AMT-Free Municipal Ser) |
1.93%
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 |
|---|---|---|---|---|
| MUAE (iShares 2016 S&P AMT-Free Municipal Ser) |
4.02%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart