Find A Portfolio/Ticker
Comparison Box
LBC: Luther Burbank (ETF)
Basic Info
Asset Class: | Muni National Short |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/30/2003 |
Last Dividend Date: | 11/18/2008 |
12-Mo. Yield | 10.48% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/06/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/30/2003 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -46.4 | -20.3 | -9.3 | -6.9 | 0.0 | -46.4 | -11.4 | 6.8 | 4.9 | 15.2 | 10.4 |
Sharpe Ratio | NA | -0.88 | -0.66 | -0.4 | -0.34 | 0.0 | -0.89 | -0.77 | 0.3 | 0.23 | 0.98 | 1.75 |
Draw Down(%) | NA | 61.4 | 64.5 | 64.5 | 64.5 | 0.0 | 61.4 | 24.3 | 12.2 | 11.9 | 14.8 | 5.6 |
Standard Deviation(%) | NA | 53.8 | 34.4 | 28.7 | 26.4 | NA | 53.1 | 18.8 | 11.6 | 11.8 | 14.5 | 14.7 |
Treynor Ratio | NA | -0.23 | -0.1 | -0.05 | -0.04 | NA | -0.34 | -0.05 | 0.02 | 0.01 | 0.04 | 0.13 |
Alpha | NA | -0.33 | -0.15 | -0.09 | -0.04 | 0.0 | -0.21 | -0.07 | 0.02 | 0.02 | 0.05 | 0.08 |
Beta | NA | 2.05 | 2.38 | 2.51 | 2.13 | 0.0 | 1.39 | 2.88 | 1.67 | 2.17 | 3.33 | 2.05 |
RSquared | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | 0.04 | 0.01 |
Yield(%) | N/A | 10.5 | 9.2 | 9.5 | N/A | 0.0 | 10.2 | 11.3 | 8.6 | 9.7 | 10.4 | 4.1 |
Dividend Growth(%) | N/A | -30.4 | N/A | N/A | N/A | -100.0 | -30.4 | 28.5 | -14.3 | -4.7 | 167.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Short Asset Class Trend Rankings |
Top Rated Funds in Muni National Short
Best Mutual Funds
- VMLTX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND INVESTOR SHARES) (96%)
- VWSTX (VANGUARD SHORT-TERM TAX-EXEMPT FUND INVESTOR SHARES) (95%)
- ATOIX (ALPINE ULTRA SHORT MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) (94%)
- NSMIX (COLUMBIA SHORT TERM MUNICIPAL BOND FUND COLUMBIA SHORT TERM MUNICIPAL BOND FUND CLASS Z) (93%)
- SMAIX (ULTRA SHORT-TERM MUNICIPAL INCOME FUND INSTITUTIONAL CLASS) (92%)
- VWSUX (VANGUARD SHORT-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (91%)
- GTCMX (MUNI INTERMEDIATE PORTFOLIO MUNI INTERMEDIATE PORTFOLIO) (90%)
- NEARX (NEAR-TERM TAX FREE FUND NEAR-TERM TAX FREE FUND) (90%)
- VMLUX (VANGUARD LIMITED-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (89%)
- FISHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLASS I) (88%)
Best ETFs
- PVI (Invesco VRDO Tax-Free ETF) (100%)
- SHM (SPDR® Nuveen Bloomberg Short Term Municipal Bond ETF) (99%)
- SUB (iShares Short-Term National Muni Bond ETF) (98%)
- SMB (VanEck Short Muni ETF) (97%)
- SMMU (PIMCO Short Term Municipal Bond Active Exchange-Traded Fund) (28%)