Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Total Return Muni Bond Funds Plan Tactical Asset Allocation Moderate | 1.40% | 4.75% | 4.40% | 2.96% | 2.10% | 2.14% | 2.08% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Total Return Muni Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 4.75 | 4.40 | 2.96 | 2.10 | 2.14 | 2.08 | … | … | 1.40 | 3.80 | 3.94 | 4.17 | 0.44 | 0.88 | 0.04 | 4.14 | 0.47 | 1.91 | 0.46 | 1.16 | 3.31 | -0.39 | 3.14 | 3.48 | 1.67 | 8.81 | -6.03 | 2.58 | 3.32 | 1.88 | 1.54 | 3.40 | 4.37 | 5.14 |
| Sharpe Ratio | NA | 1.28 | 0.98 | 0.48 | 0.37 | NA | NA | … | … | 0.23 | 1.28 | 0.31 | 0.72 | -2.96 | 1.48 | -0.07 | 3.42 | -1.91 | 1.77 | 0.29 | 1.57 | 4.63 | -0.76 | 3.41 | 4.18 | 1.42 | 3.48 | -1.55 | -1.33 | -0.17 | -0.47 | 0.47 | 1.43 | 1.25 | 1.18 |
| Standard Deviation(%) | NA | 1.10 | 0.89 | 0.78 | 1.15 | NA | NA | … | … | 1.40 | 0.71 | 1.05 | 0.72 | 0.33 | 0.58 | 2.84 | 0.78 | 0.48 | 0.71 | 0.86 | 0.72 | 0.71 | 0.56 | 0.90 | 0.83 | 1.11 | 2.50 | 4.52 | 0.43 | 0.58 | 0.80 | 1.19 | 1.87 | 2.57 | 2.30 |
| Draw Down(%) | NA | 1.11 | 1.11 | 1.33 | 4.67 | NA | NA | … | … | 1.11 | 0.44 | 0.86 | 0.57 | 1.05 | 0.82 | 4.67 | 0.58 | 0.61 | 0.47 | 1.61 | 0.84 | 0.45 | 1.16 | 0.74 | 0.64 | 1.66 | 2.19 | 11.51 | 0.20 | 0.20 | 0.81 | 1.73 | 2.05 | 3.71 | 2.41 |
| Yield(%) | NA | 3.71 | 2.47 | 2.02 | 1.72 | NA | NA | … | … | NA | NA | 1.24 | 3.99 | 1.44 | 1.03 | 1.03 | 2.14 | 1.60 | 1.39 | 1.21 | 1.18 | 1.46 | 0.61 | 1.54 | 1.22 | 1.72 | 2.86 | 2.94 | 3.22 | 3.50 | 2.76 | 2.08 | 3.03 | 4.13 | 4.95 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Total Return Muni Bond Funds Plan Tactical Asset Allocation Moderate |
-0.30%
Nov 2005 – Nov 2008 |
0.49%
Nov 2003 – Nov 2008 |
1.16%
Nov 2012 – Nov 2022 |
1.47%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Total Return Muni Bond Funds Plan Tactical Asset Allocation Moderate |
4.62%
Nov 2008 – Nov 2011 |
3.48%
Oct 2008 – Oct 2013 |
2.53%
Apr 2002 – Apr 2012 |
2.42%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart