Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUNX | 1.90% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/30/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUNX | 10/30/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | NA | NA | NA | NA | NA | NA | … | … | 1.90 | 0.50 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.43 | 0.24 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 3.92 | 1.85 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.93 | 0.36 |
| Yield(%) | 0.00 | 1.96 | 0.65 | 0.39 | 0.20 | 0.13 | 0.10 | … | … | 1.40 | 0.55 |
Data as of 06/09/2026, Common starting date is 10/30/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUNX (MUNX) |
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 |
|---|---|---|---|---|
| MUNX (MUNX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart