Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXA (Minnesota Municipal Income Portfolio Inc) | NA | 14.11% | 5.82% | 7.85% | 6.64% | 7.45% | NA | … | … |
Data as of 10/03/2014, Common starting date is 08/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXA (Minnesota Municipal Income Portfolio Inc) | 08/21/1995 | 10/03/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.87 | 14.11 | 5.82 | 7.85 | 6.64 | 7.45 | NA | … | … | 11.78 | -8.61 | 9.09 | 22.98 | 4.32 | 52.60 | -13.89 | -5.73 | 1.45 | 1.71 | 4.70 | 7.94 | 16.16 | 14.89 | 15.94 | -13.56 | 13.85 | 14.88 | 8.52 | 3.76 |
| Sharpe Ratio | NA | 1.03 | 0.38 | 0.52 | 0.32 | NA | NA | … | … | 1.14 | -0.53 | 0.61 | 1.65 | 0.27 | 2.21 | -0.69 | -0.71 | -0.11 | -0.03 | 0.28 | 0.62 | 1.43 | 1.39 | 1.01 | -1.36 | 0.63 | -2.67 | 0.31 | 0.49 |
| Standard Deviation(%) | NA | 13.72 | 15.08 | 15.30 | 16.95 | NA | NA | … | … | 13.91 | 16.30 | 14.91 | 13.87 | 15.40 | 23.72 | 21.32 | 12.46 | 16.33 | 17.76 | 13.34 | 11.70 | 10.51 | 9.20 | 11.75 | 12.30 | 16.79 | 15.06 | 15.88 | 14.46 |
| Draw Down(%) | NA | 9.79 | 23.05 | 23.05 | 28.78 | NA | NA | … | … | 9.79 | 23.05 | 9.46 | 9.54 | 12.68 | 8.78 | 24.32 | 12.58 | 10.30 | 13.90 | 20.34 | 11.13 | 6.73 | 5.71 | 4.31 | 19.86 | 7.78 | 4.90 | 9.15 | 4.38 |
| Yield(%) | 0.72 | 6.24 | 5.99 | 6.20 | 5.78 | 6.59 | 6.68 | … | … | 4.73 | 5.52 | 5.63 | 5.40 | 6.09 | 8.36 | 6.03 | 5.57 | 5.78 | 5.84 | 6.37 | 5.98 | 5.93 | 6.15 | 6.57 | 5.44 | 5.52 | 5.99 | 6.11 | 3.76 |
Data as of 10/03/2014, Common starting date is 08/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXA (Minnesota Municipal Income Portfolio Inc) |
-6.26%
Dec 2005 – Dec 2008 |
-2.59%
Dec 2003 – Dec 2008 |
2.39%
Dec 1998 – Dec 2008 |
5.92%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXA (Minnesota Municipal Income Portfolio Inc) |
25.10%
Dec 2008 – Dec 2011 |
14.31%
Dec 2008 – Dec 2013 |
8.87%
Jul 1996 – Jul 2006 |
8.32%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison Chart