Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AATFX (INTERMEDIATE TAX-FREE BOND FUND CLASS A) | NA | -2.08% | 0.39% | 1.15% | NA | NA | NA | … | … |
Data as of 06/29/2018, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AATFX (INTERMEDIATE TAX-FREE BOND FUND CLASS A) | 05/03/2011 | 06/29/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.08 | 0.39 | 1.15 | NA | NA | NA | … | … | -2.48 | 2.34 | -0.24 | 1.12 | 4.42 | -1.67 | 4.20 | 5.78 |
| Sharpe Ratio | NA | -1.78 | -0.05 | 0.53 | NA | NA | NA | … | … | -3.60 | 1.07 | -0.27 | 0.78 | 3.19 | -0.69 | 2.00 | 3.60 |
| Standard Deviation(%) | NA | 1.72 | 1.61 | 1.59 | NA | NA | NA | … | … | 1.70 | 1.61 | 1.70 | 1.39 | 1.38 | 2.46 | 2.09 | 2.44 |
| Draw Down(%) | NA | 3.19 | 3.42 | 3.42 | NA | NA | NA | … | … | 2.48 | 1.65 | 3.42 | 1.76 | 0.75 | 4.75 | 2.03 | 1.88 |
| Yield(%) | 0.00 | 2.96 | 2.46 | 2.52 | 1.90 | 1.27 | 0.95 | … | … | 1.75 | 2.23 | 2.19 | 2.25 | 2.68 | 2.89 | 3.04 | 1.70 |
Data as of 06/29/2018, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATFX (INTERMEDIATE TAX-FREE BOND FUND CLASS A) |
0.27%
May 2015 – May 2018 |
0.62%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AATFX (INTERMEDIATE TAX-FREE BOND FUND CLASS A) |
3.48%
Jun 2011 – Jun 2014 |
3.03%
Jun 2011 – Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart