Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNYDX (NEW YORK MUNICIPAL BOND FUND D) | NA | 2.98% | 2.08% | 2.68% | 3.73% | 3.64% | NA | … | … |
Data as of 03/23/2018, Common starting date is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNYDX (NEW YORK MUNICIPAL BOND FUND D) | 02/28/2000 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.98 | 2.08 | 2.68 | 3.73 | 3.64 | NA | … | … | -1.30 | 5.53 | 0.12 | 2.93 | 9.65 | -3.11 | 6.84 | 6.70 | 2.95 | 12.94 | -4.85 | 2.24 | 4.41 | 2.73 | 3.36 | 4.55 | 6.68 | 1.71 | 9.99 |
| Sharpe Ratio | NA | 1.07 | 0.82 | 1.04 | 1.13 | NA | NA | … | … | -4.14 | 2.31 | -0.04 | 1.48 | 4.63 | -1.05 | 3.15 | 2.51 | 1.03 | 3.28 | -0.91 | -0.34 | 0.55 | 0.27 | 0.87 | 1.29 | 1.69 | -0.10 | 3.04 |
| Standard Deviation(%) | NA | 2.05 | 2.09 | 2.35 | 3.11 | NA | NA | … | … | 1.61 | 2.13 | 2.38 | 1.96 | 2.08 | 2.99 | 2.17 | 2.65 | 2.77 | 3.91 | 6.32 | 2.32 | 2.04 | 2.12 | 2.77 | 2.99 | 3.31 | 6.24 | 2.58 |
| Draw Down(%) | NA | 1.48 | 5.65 | 7.00 | 11.82 | NA | NA | … | … | 1.46 | 1.33 | 5.65 | 2.34 | 1.47 | 7.00 | 1.51 | 2.61 | 4.93 | 3.43 | 11.83 | 1.94 | 1.30 | 1.63 | 5.04 | 4.01 | 3.02 | 10.01 | 2.61 |
| Yield(%) | 0.00 | 2.98 | 3.04 | 3.09 | 3.39 | 3.39 | 3.26 | … | … | 0.48 | 3.01 | 3.00 | 3.31 | 3.39 | 2.97 | 3.12 | 3.66 | 3.26 | 4.04 | 3.53 | 3.57 | 3.49 | 3.06 | 3.10 | 3.24 | 1.02 | 4.44 | 3.69 |
Data as of 03/23/2018, Common starting date is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNYDX (NEW YORK MUNICIPAL BOND FUND D) |
0.52%
Dec 2005 – Dec 2008 |
1.52%
Dec 2003 – Dec 2008 |
2.93%
Aug 2001 – Aug 2011 |
3.38%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNYDX (NEW YORK MUNICIPAL BOND FUND D) |
7.45%
Dec 2008 – Dec 2011 |
5.40%
Feb 2008 – Feb 2013 |
4.50%
May 2000 – May 2010 |
4.28%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart