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
MUNUX 1.96% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/08/2026
More Performance Analytics Comparison
Name Start Date End Date
MUNUX 01/08/2026 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.32 NA NA NA NA NA NA 1.96
Sharpe Ratio NA NA NA NA NA NA NA 0.40
Standard Deviation(%) NA NA NA NA NA NA NA 4.79
Draw Down(%) NA NA NA NA NA NA NA 3.27
Yield(%) 0.00 2.15 0.72 0.43 0.21 0.14 0.11 2.15
Data as of 06/09/2026, Common starting date is 01/08/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUNUX (MUNUX) 0.00%
NA
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
MUNUX (MUNUX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return