Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USNYX (NEW YORK BOND FUND NEW YORK BOND FUND SHARES) | 1.87% | 7.51% | 3.70% | 0.41% | 1.85% | 3.01% | 3.20% | … | … |
Data as of 06/11/2026, Common starting date is 10/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USNYX (NEW YORK BOND FUND NEW YORK BOND FUND SHARES) | 10/30/1990 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 7.51 | 3.70 | 0.41 | 1.85 | 3.01 | 3.20 | … | … | 1.87 | 2.54 | 1.73 | 8.05 | -11.32 | 3.41 | 3.69 | 6.86 | 1.45 | 4.34 | 0.34 | 3.36 | 9.73 | -4.01 | 8.20 | 12.21 | 1.83 | 16.95 | -8.13 | 0.84 | 4.56 | 3.76 | 4.73 | 4.75 | 9.33 | 4.39 | 14.86 | -5.61 | 6.68 | 10.63 | 3.72 | 18.10 | -9.04 | 10.69 | 7.81 | 13.78 | 4.18 |
| Sharpe Ratio | NA | 1.34 | 0.08 | -0.32 | 0.06 | NA | NA | … | … | 0.68 | -0.04 | -0.41 | 0.76 | -2.18 | 1.66 | 0.45 | 2.67 | 0.04 | 1.93 | 0.05 | 1.71 | 4.96 | -1.04 | 3.43 | 3.57 | 0.46 | 4.03 | -1.05 | -0.77 | 0.46 | 0.54 | 0.96 | 0.98 | 2.20 | 0.59 | 3.45 | -2.82 | 1.03 | 2.27 | 0.01 | 3.05 | -1.92 | 1.94 | 1.66 | 1.32 | 6.94 |
| Standard Deviation(%) | NA | 3.84 | 6.65 | 6.00 | 5.06 | NA | NA | … | … | 4.17 | 8.98 | 4.62 | 5.86 | 5.87 | 2.04 | 7.69 | 2.02 | 1.77 | 1.91 | 2.40 | 1.95 | 1.96 | 3.91 | 2.39 | 3.41 | 3.78 | 4.19 | 8.61 | 3.01 | 2.48 | 2.79 | 3.92 | 4.12 | 3.72 | 3.36 | 3.09 | 3.19 | 3.11 | 3.05 | 5.29 | 4.63 | 6.32 | 4.38 | 3.17 | 7.43 | 3.28 |
| Draw Down(%) | NA | 3.59 | 8.85 | 18.01 | 18.01 | NA | NA | … | … | 3.59 | 7.87 | 3.15 | 8.90 | 17.52 | 2.36 | 11.63 | 1.47 | 1.45 | 1.08 | 5.06 | 1.92 | 0.99 | 8.78 | 2.19 | 3.77 | 7.08 | 3.04 | 15.37 | 3.73 | 1.71 | 2.76 | 5.62 | 6.23 | 4.22 | 3.82 | 3.26 | 7.50 | 1.97 | 1.86 | 5.18 | 3.01 | 14.45 | 5.26 | 4.10 | 4.60 | 0.57 |
| Yield(%) | 0.00 | 3.71 | 3.55 | 2.93 | 3.05 | 3.49 | 3.58 | … | … | 1.48 | 3.53 | 3.42 | 3.56 | 2.76 | 2.71 | 2.93 | 3.27 | 3.66 | 3.44 | 3.42 | 3.53 | 3.83 | 3.56 | 3.77 | 4.30 | 4.27 | 4.94 | 4.14 | 4.16 | 4.20 | 4.20 | 4.43 | 3.75 | 4.57 | 5.01 | 5.69 | 4.61 | 5.31 | 5.72 | 5.64 | 6.29 | 5.16 | 5.55 | 5.95 | 6.70 | 1.40 |
Data as of 06/11/2026, Common starting date is 10/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USNYX (NEW YORK BOND FUND NEW YORK BOND FUND SHARES) |
-3.73%
Oct 2019 – Oct 2022 |
-0.59%
Oct 2017 – Oct 2022 |
0.98%
Oct 2012 – Oct 2022 |
2.49%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USNYX (NEW YORK BOND FUND NEW YORK BOND FUND SHARES) |
11.28%
Nov 1994 – Nov 1997 |
7.91%
Jan 2000 – Jan 2005 |
7.14%
Nov 1994 – Nov 2004 |
6.34%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart