Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNNYX (NEW YORK MUNICIPAL PORTFOLIO NEW YORK MUNICIPAL CLASS) | 1.39% | 96.80% | 29.40% | 16.03% | 8.94% | 6.82% | 6.15% | … | … |
Data as of 06/05/2026, Common starting date is 01/20/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNNYX (NEW YORK MUNICIPAL PORTFOLIO NEW YORK MUNICIPAL CLASS) | 01/20/1989 | 06/05/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 96.80 | 29.40 | 16.03 | 8.94 | 6.82 | 6.15 | … | … | 1.39 | 95.56 | 4.41 | 7.40 | -5.75 | 1.64 | 2.88 | 5.48 | 0.94 | 2.86 | -0.10 | 2.42 | 4.40 | -1.69 | 3.14 | 6.59 | 2.39 | 7.90 | 1.04 | 3.99 | 2.84 | 1.63 | 2.53 | 3.86 | 6.84 | 4.55 | 8.03 | -0.40 | 5.21 | 6.68 | 3.39 | 12.49 | -2.54 | 8.02 | 5.86 | 10.20 | 6.56 | 7.27 |
| Sharpe Ratio | NA | 1.53 | 0.73 | 0.49 | 0.37 | NA | NA | … | … | 0.34 | 1.51 | 0.32 | 1.51 | -2.62 | 1.40 | 0.46 | 2.93 | -0.35 | 1.44 | -0.17 | 1.48 | 2.87 | -0.78 | 1.98 | 3.64 | 1.26 | 3.08 | 0.02 | 0.48 | -0.36 | -0.35 | 0.49 | 1.24 | 2.51 | 1.11 | 2.16 | -2.24 | 0.89 | 1.36 | -0.08 | 2.72 | -1.59 | 2.53 | 1.35 | 2.69 | 0.45 | 0.75 |
| Standard Deviation(%) | NA | 61.48 | 35.58 | 27.59 | 19.61 | NA | NA | … | … | 2.25 | 61.65 | 2.46 | 2.50 | 2.75 | 1.15 | 5.70 | 1.37 | 1.26 | 1.53 | 1.85 | 1.62 | 1.53 | 2.22 | 1.57 | 1.80 | 1.83 | 2.53 | 3.47 | 1.77 | 1.60 | 1.80 | 3.14 | 2.53 | 2.27 | 1.91 | 1.77 | 1.69 | 1.97 | 2.20 | 3.49 | 3.13 | 3.52 | 2.31 | 2.47 | 2.33 | 2.32 | 2.40 |
| Draw Down(%) | NA | 1.76 | 3.10 | 9.14 | 9.45 | NA | NA | … | … | 1.76 | 3.10 | 1.62 | 2.71 | 8.89 | 1.37 | 9.45 | 1.47 | 1.31 | 1.58 | 4.01 | 1.88 | 1.01 | 4.17 | 1.34 | 1.68 | 2.83 | 2.56 | 5.91 | 1.26 | 1.11 | 1.59 | 4.36 | 3.54 | 2.52 | 2.22 | 1.59 | 2.12 | 1.31 | 1.46 | 3.15 | 1.75 | 5.85 | 1.80 | 1.68 | 1.62 | 1.24 | 1.32 |
| Yield(%) | 0.24 | 5.69 | 5.16 | 3.78 | 2.96 | 2.86 | 3.07 | … | … | 1.25 | 5.23 | 4.96 | 4.61 | 1.89 | 1.77 | 2.10 | 2.31 | 2.42 | 1.99 | 2.20 | 2.38 | 2.78 | 2.60 | 2.90 | 3.13 | 3.18 | 3.33 | 3.41 | 3.41 | 3.00 | 3.24 | 3.26 | 3.37 | 3.45 | 4.20 | 4.20 | 4.12 | 4.59 | 4.67 | 4.52 | 5.11 | 4.71 | 4.95 | 5.47 | 5.82 | 5.92 | 5.71 |
Data as of 06/05/2026, Common starting date is 01/20/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNNYX (NEW YORK MUNICIPAL PORTFOLIO NEW YORK MUNICIPAL CLASS) |
-1.38%
Oct 2019 – Oct 2022 |
0.26%
Oct 2017 – Oct 2022 |
0.93%
Oct 2012 – Oct 2022 |
2.08%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNNYX (NEW YORK MUNICIPAL PORTFOLIO NEW YORK MUNICIPAL CLASS) |
30.24%
Feb 2023 – Feb 2026 |
16.46%
Feb 2021 – Feb 2026 |
9.04%
Feb 2016 – Feb 2026 |
7.01%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart