Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIDBX (DIVERSIFIED MUNICIPAL PORTFOLIO AB INTERMEDIATE DIVERSIFIED MUNICIPAL CLASS B) | NA | 5.07% | 1.66% | 1.07% | 1.56% | 1.91% | NA | … | … |
Data as of 11/19/2019, Common starting date is 02/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIDBX (DIVERSIFIED MUNICIPAL PORTFOLIO AB INTERMEDIATE DIVERSIFIED MUNICIPAL CLASS B) | 02/01/2002 | 11/19/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.07 | 1.66 | 1.07 | 1.56 | 1.91 | NA | … | … | 3.75 | -0.17 | 1.91 | -1.38 | 0.91 | 3.17 | -2.13 | 2.07 | 6.03 | 1.49 | 5.96 | 1.36 | 2.95 | 2.11 | 0.51 | 0.47 | 0.56 | 2.48 |
| Sharpe Ratio | NA | 2.83 | 0.37 | 0.27 | 0.78 | NA | NA | … | … | 2.19 | -1.35 | 0.90 | -0.97 | 0.61 | 2.31 | -1.12 | 1.39 | 3.53 | 0.82 | 2.59 | 0.14 | -0.04 | -0.78 | -1.00 | -0.18 | -0.06 | 0.85 |
| Standard Deviation(%) | NA | 1.27 | 1.34 | 1.40 | 1.53 | NA | NA | … | … | 1.27 | 1.12 | 1.43 | 1.64 | 1.43 | 1.36 | 1.94 | 1.47 | 1.70 | 1.72 | 2.27 | 3.19 | 1.61 | 1.53 | 1.67 | 2.61 | 2.23 | 1.91 |
| Draw Down(%) | NA | 1.43 | 2.85 | 4.23 | 4.36 | NA | NA | … | … | 1.43 | 1.71 | 1.82 | 4.23 | 2.25 | 1.12 | 4.20 | 1.46 | 1.67 | 3.12 | 2.44 | 5.55 | 1.40 | 1.08 | 1.76 | 4.67 | 4.04 | 2.64 |
| Yield(%) | 0.00 | 1.27 | 1.10 | 1.05 | 1.51 | 1.78 | 1.42 | … | … | 1.06 | 1.14 | 0.99 | 0.91 | 0.97 | 1.34 | 1.59 | 1.93 | 2.17 | 2.49 | 2.55 | 2.35 | 2.34 | 2.22 | 2.11 | 1.10 | 0.00 | 0.68 |
Data as of 11/19/2019, Common starting date is 02/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIDBX (DIVERSIFIED MUNICIPAL PORTFOLIO AB INTERMEDIATE DIVERSIFIED MUNICIPAL CLASS B) |
-0.26%
Oct 2015 – Oct 2018 |
0.01%
Apr 2013 – Apr 2018 |
1.55%
Jan 2009 – Jan 2019 |
1.54%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIDBX (DIVERSIFIED MUNICIPAL PORTFOLIO AB INTERMEDIATE DIVERSIFIED MUNICIPAL CLASS B) |
4.57%
Aug 2007 – Aug 2010 |
3.84%
Jan 2007 – Jan 2012 |
2.63%
Jun 2006 – Jun 2016 |
2.04%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart