Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMBIX (Schroder Municipal Bond Inv) | NA | -89.82% | -56.48% | -38.46% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 01/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMBIX (Schroder Municipal Bond Inv) | 01/05/2004 | 01/05/2010 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -89.82 | -56.48 | -38.46 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 106.91 | 28.86 | 18.67 | 9.59 | 6.39 | 4.79 | … | … |
Data as of 01/05/2010, Common starting date is 01/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBIX (Schroder Municipal Bond Inv) |
-56.50%
Nov 2006 – Nov 2009 |
-38.46%
Dec 2004 – Dec 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMBIX (Schroder Municipal Bond Inv) |
5.01%
May 2006 – May 2009 |
4.39%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart