Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCNYX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND – INSTITUTIONAL CLASS SHARES) | NA | -10.92% | -1.91% | -0.18% | NA | NA | NA | … | … |
Data as of 09/16/2022, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCNYX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND – INSTITUTIONAL CLASS SHARES) | 12/31/2013 | 09/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.92 | -1.91 | -0.18 | NA | NA | NA | … | … | -10.57 | -1.72 | 2.95 | 5.52 | -0.04 | 2.20 | -0.82 | 1.45 | 2.43 | 0.00 |
| Sharpe Ratio | NA | -1.92 | -0.40 | -0.21 | NA | NA | NA | … | … | -2.19 | -0.69 | 0.35 | 2.44 | -1.16 | 1.17 | -0.64 | 1.18 | 1.74 | NA |
| Standard Deviation(%) | NA | 5.99 | 5.78 | 4.56 | NA | NA | NA | … | … | 7.07 | 2.51 | 7.83 | 1.70 | 1.18 | 1.34 | 1.58 | 1.20 | 1.39 | 0.00 |
| Draw Down(%) | NA | 10.92 | 11.33 | 11.33 | NA | NA | NA | … | … | 10.57 | 3.10 | 11.28 | 2.09 | 1.54 | 1.30 | 3.74 | 1.19 | 0.97 | 0.00 |
| Yield(%) | 0.00 | 3.14 | 2.27 | 1.83 | 1.39 | 0.93 | 0.70 | … | … | 1.00 | 2.74 | 1.96 | 1.79 | 1.07 | 0.78 | 1.76 | 0.65 | 1.92 | 0.00 |
Data as of 09/16/2022, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCNYX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND – INSTITUTIONAL CLASS SHARES) |
-2.44%
Aug 2019 – Aug 2022 |
-0.20%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCNYX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NEW YORK BOND FUND – INSTITUTIONAL CLASS SHARES) |
4.00%
Jul 2018 – Jul 2021 |
2.72%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart