Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTMFX (American Funds Tax-Exempt Fund MD R-5) | NA | 9.30% | 2.07% | 2.98% | NA | NA | NA | … | … |
Data as of 03/31/2010, Common starting date is 08/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTMFX (American Funds Tax-Exempt Fund MD R-5) | 08/08/2002 | 03/31/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.30 | 2.07 | 2.98 | NA | NA | NA | … | … | 0.78 | 13.83 | -7.32 | 0.85 | 4.26 | 3.19 | 4.03 | 2.77 | 0.88 |
| Sharpe Ratio | NA | 4.30 | 0.26 | 0.35 | NA | NA | NA | … | … | 3.29 | 4.33 | -1.52 | -0.85 | 0.51 | 0.48 | 0.96 | 0.68 | 0.41 |
| Standard Deviation(%) | NA | 2.14 | 3.93 | 3.29 | NA | NA | NA | … | … | 0.97 | 3.17 | 5.40 | 2.57 | 1.90 | 2.14 | 3.22 | 3.03 | 3.03 |
| Draw Down(%) | NA | 2.30 | 11.75 | 11.75 | NA | NA | NA | … | … | 0.13 | 2.30 | 11.75 | 3.24 | 0.87 | 1.82 | 4.77 | 4.89 | 3.08 |
| Yield(%) | 0.00 | 1.34 | 2.96 | 3.43 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 2.14 | 4.08 | 4.19 | 4.02 | 3.99 | 4.00 | 1.98 | 0.00 |
Data as of 03/31/2010, Common starting date is 08/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTMFX (American Funds Tax-Exempt Fund MD R-5) |
-0.86%
Dec 2005 – Dec 2008 |
0.91%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTMFX (American Funds Tax-Exempt Fund MD R-5) |
4.50%
Aug 2003 – Aug 2006 |
3.45%
Nov 2002 – Nov 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart