Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) | 2.01% | 6.90% | 4.23% | 1.24% | 2.30% | 3.17% | 3.44% | … | … |
Data as of 06/05/2026, Common starting date is 04/22/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) | 04/22/1982 | 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 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 6.90 | 4.23 | 1.24 | 2.30 | 3.17 | 3.44 | … | … | 2.01 | 4.45 | 2.32 | 5.63 | -8.11 | 2.12 | 4.67 | 7.02 | 1.24 | 5.75 | -0.51 | 2.80 | 7.37 | -1.04 | 7.21 | 10.18 | 2.48 | 18.24 | -7.34 | 1.56 | 4.56 | 3.11 | 4.27 | 4.77 | 7.02 | 5.54 | 9.84 | -2.63 | 6.31 | 9.39 | 4.51 | 15.08 | -4.02 | 11.47 | 8.50 | 11.13 | 6.73 | 9.24 | 8.71 | 0.91 | 13.22 | 16.43 | 8.83 | 9.65 | 16.28 |
| Sharpe Ratio | NA | 1.83 | 0.24 | -0.35 | 0.18 | NA | NA | … | … | 0.86 | 0.28 | -0.48 | 0.60 | -2.66 | 1.38 | 0.63 | 3.17 | -0.09 | 2.44 | -0.27 | 1.59 | 4.64 | -0.37 | 3.63 | 4.15 | 0.89 | 5.30 | -1.41 | -0.61 | 0.51 | 0.36 | 1.02 | 1.34 | 2.28 | 1.32 | 2.41 | -2.44 | 1.06 | 2.07 | 0.20 | 3.00 | -1.50 | 2.97 | 2.22 | 2.93 | 0.40 | 1.21 | 1.26 | -0.69 | 1.56 | 1.71 | 0.27 | 0.44 | 1.38 |
| Standard Deviation(%) | NA | 2.32 | 4.06 | 3.68 | 3.65 | NA | NA | … | … | 2.60 | 5.70 | 2.72 | 3.30 | 3.59 | 1.51 | 6.96 | 1.75 | 1.62 | 2.10 | 2.62 | 1.75 | 1.59 | 2.88 | 1.99 | 2.45 | 2.68 | 3.42 | 5.86 | 2.62 | 2.25 | 2.33 | 3.24 | 3.04 | 2.57 | 2.37 | 2.33 | 2.46 | 2.69 | 2.75 | 4.14 | 3.70 | 4.73 | 3.12 | 2.69 | 2.45 | 3.09 | 2.72 | 3.02 | 4.76 | 5.64 | 6.38 | 6.51 | 7.54 | 12.37 |
| Draw Down(%) | NA | 2.42 | 4.95 | 12.51 | 12.51 | NA | NA | … | … | 2.42 | 4.95 | 1.97 | 4.60 | 12.10 | 1.78 | 10.83 | 1.38 | 1.78 | 1.27 | 6.17 | 1.72 | 1.02 | 5.42 | 1.53 | 2.22 | 4.66 | 2.07 | 11.88 | 2.85 | 1.39 | 2.25 | 4.49 | 4.23 | 2.75 | 2.57 | 2.35 | 4.58 | 1.56 | 1.62 | 3.77 | 1.94 | 8.09 | 2.72 | 2.16 | 0.99 | 2.41 | 1.66 | 1.92 | 9.04 | 2.40 | 2.52 | 4.69 | 2.67 | 2.93 |
| Yield(%) | 0.29 | 3.53 | 3.42 | 2.86 | 2.90 | 3.31 | 3.52 | … | … | 1.43 | 3.46 | 3.30 | 3.31 | 2.66 | 2.38 | 2.75 | 2.99 | 2.99 | 3.22 | 3.12 | 3.40 | 3.55 | 3.56 | 3.81 | 4.40 | 4.07 | 5.17 | 4.63 | 4.03 | 4.23 | 4.32 | 4.47 | 4.30 | 4.35 | 5.21 | 5.54 | 5.10 | 5.26 | 5.56 | 5.55 | 5.93 | 5.40 | 6.57 | 6.07 | 6.74 | 6.89 | 7.09 | 7.19 | 6.77 | 7.74 | 8.98 | 8.95 | 8.92 | 8.37 |
Data as of 06/05/2026, Common starting date is 04/22/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) |
-1.81%
Oct 2020 – Oct 2023 |
0.55%
Oct 2017 – Oct 2022 |
1.69%
Oct 2012 – Oct 2022 |
2.82%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) |
14.38%
Jun 1982 – Jun 1985 |
12.02%
Jun 1982 – Jun 1987 |
10.17%
Jun 1982 – Jun 1992 |
9.03%
Jun 1982 – Jun 1997 |
Annualized Rolling Returns Comparison Chart