Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXN (Minnesota Municipal Income II) | NA | 14.05% | 4.23% | 6.52% | 6.09% | NA | NA | … | … |
Data as of 10/03/2014, Common starting date is 06/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXN (Minnesota Municipal Income II) | 06/13/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.86 | 14.05 | 4.23 | 6.52 | 6.09 | NA | NA | … | … | 18.36 | -15.47 | 1.64 | 17.32 | 6.89 | 54.46 | -13.36 | -10.50 | 10.45 | 9.77 | 3.06 | -7.23 |
| Sharpe Ratio | NA | 1.08 | 0.26 | 0.41 | 0.31 | NA | NA | … | … | 2.10 | -0.84 | 0.11 | 1.05 | 0.47 | 2.61 | -0.71 | -1.11 | 0.56 | 0.67 | 0.17 | -0.90 |
| Standard Deviation(%) | NA | 13.00 | 15.85 | 15.84 | 15.74 | NA | NA | … | … | 11.86 | 18.54 | 15.17 | 16.40 | 14.33 | 20.83 | 19.94 | 12.28 | 12.82 | 11.26 | 12.52 | 14.79 |
| Draw Down(%) | NA | 10.32 | 27.87 | 27.87 | 27.87 | NA | NA | … | … | 7.62 | 27.87 | 11.84 | 8.68 | 8.58 | 9.42 | 24.44 | 14.45 | 8.52 | 8.88 | 16.65 | 14.32 |
| Yield(%) | 0.60 | 6.29 | 5.68 | 6.00 | 5.64 | 3.88 | 2.91 | … | … | 4.55 | 5.50 | 4.99 | 5.56 | 5.88 | 7.90 | 5.44 | 4.96 | 4.84 | 5.98 | 6.02 | 3.19 |
Data as of 10/03/2014, Common starting date is 06/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXN (Minnesota Municipal Income II) |
-5.03%
Dec 2005 – Dec 2008 |
-0.68%
Nov 2003 – Nov 2008 |
4.79%
Jan 2004 – Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXN (Minnesota Municipal Income II) |
24.66%
Dec 2008 – Dec 2011 |
12.11%
Jan 2008 – Jan 2013 |
7.56%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart