Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AITEX (INTERMEDIATE TAX-FREE BOND FUND INSTITUTIONAL) | NA | -1.83% | 0.69% | 1.44% | 2.97% | NA | NA | … | … |
Data as of 06/29/2018, Common starting date is 12/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AITEX (INTERMEDIATE TAX-FREE BOND FUND INSTITUTIONAL) | 12/30/2005 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.83 | 0.69 | 1.44 | 2.97 | NA | NA | … | … | -2.48 | 2.70 | 0.16 | 1.44 | 4.68 | -1.43 | 3.83 | 9.82 | 1.93 | 6.73 | 4.15 | 4.30 | 1.24 | 0.00 |
| Sharpe Ratio | NA | -1.65 | 0.13 | 0.70 | 1.21 | NA | NA | … | … | -3.65 | 1.27 | -0.03 | 0.93 | 3.27 | -0.59 | 1.97 | 3.90 | 0.66 | 2.07 | 0.98 | 0.74 | -1.44 | NA |
| Standard Deviation(%) | NA | 1.70 | 1.64 | 1.63 | 2.30 | NA | NA | … | … | 1.67 | 1.63 | 1.70 | 1.51 | 1.43 | 2.49 | 1.93 | 2.51 | 2.79 | 3.21 | 3.28 | 1.72 | 1.43 | 0.00 |
| Draw Down(%) | NA | 3.01 | 3.17 | 3.17 | 5.88 | NA | NA | … | … | 2.48 | 1.52 | 3.17 | 1.69 | 0.71 | 4.77 | 1.92 | 1.95 | 5.09 | 2.81 | 4.76 | 1.00 | 1.78 | 0.00 |
| Yield(%) | 0.00 | 3.21 | 2.78 | 2.81 | 3.21 | 2.59 | 1.94 | … | … | 1.84 | 2.50 | 2.69 | 2.48 | 2.93 | 3.12 | 2.67 | 3.78 | 3.05 | 3.30 | 3.68 | 3.82 | 1.61 | 0.00 |
Data as of 06/29/2018, Common starting date is 12/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AITEX (INTERMEDIATE TAX-FREE BOND FUND INSTITUTIONAL) |
0.60%
May 2015 – May 2018 |
0.90%
Apr 2013 – Apr 2018 |
2.89%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AITEX (INTERMEDIATE TAX-FREE BOND FUND INSTITUTIONAL) |
6.62%
Aug 2007 – Aug 2010 |
5.74%
Jan 2007 – Jan 2012 |
4.00%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart