Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFLTX (USAA FL Tax-Free Income ) | NA | 15.37% | 8.58% | 4.36% | 4.74% | 5.21% | NA | … | … |
Data as of 04/12/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFLTX (USAA FL Tax-Free Income ) | 06/21/1996 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.37 | 8.58 | 4.36 | 4.74 | 5.21 | NA | … | … | 2.36 | 11.72 | 0.56 | 17.68 | -8.99 | 0.88 | 4.79 | 3.45 | 4.77 | 5.68 | 8.46 | 5.03 | 12.89 | -5.94 | 6.38 | 11.21 | 7.27 |
| Sharpe Ratio | NA | 5.87 | 2.52 | 0.82 | 0.89 | NA | NA | … | … | 4.82 | 3.44 | 0.12 | 4.47 | -1.40 | -0.80 | 0.59 | 0.47 | 0.92 | 1.29 | 2.13 | 0.81 | 2.84 | -2.56 | 0.87 | 2.20 | 2.22 |
| Standard Deviation(%) | NA | 2.62 | 3.38 | 4.50 | 3.94 | NA | NA | … | … | 1.81 | 3.39 | 3.81 | 3.94 | 7.11 | 2.84 | 2.35 | 2.54 | 4.10 | 3.83 | 3.44 | 3.22 | 3.05 | 3.63 | 3.33 | 3.41 | 4.77 |
| Draw Down(%) | NA | 1.20 | 9.41 | 13.33 | 13.33 | NA | NA | … | … | 0.70 | 3.95 | 7.28 | 2.81 | 13.33 | 3.43 | 1.41 | 2.56 | 5.96 | 5.73 | 4.25 | 3.63 | 3.52 | 8.22 | 2.04 | 1.82 | 2.31 |
| Yield(%) | 0.00 | 3.83 | 4.43 | 4.19 | 4.33 | 4.80 | 3.91 | … | … | 0.00 | 4.54 | 4.47 | 5.27 | 5.06 | 4.39 | 4.26 | 4.16 | 4.23 | 3.68 | 4.41 | 5.01 | 5.46 | 5.28 | 4.99 | 5.47 | 3.32 |
Data as of 04/12/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFLTX (USAA FL Tax-Free Income ) |
-1.28%
Dec 2005 – Dec 2008 |
0.84%
Dec 2003 – Dec 2008 |
2.92%
Dec 1998 – Dec 2008 |
4.86%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFLTX (USAA FL Tax-Free Income ) |
9.85%
May 2000 – May 2003 |
7.82%
Jan 2000 – Jan 2005 |
5.82%
Aug 1996 – Aug 2006 |
5.19%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart