Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANIAX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS A) | NA | 2.25% | 4.05% | 1.38% | 1.58% | 1.77% | 2.31% | … | … |
Data as of 10/21/2025, Common starting date is 02/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANIAX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS A) | 02/19/2002 | 10/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.25 | 4.05 | 1.38 | 1.58 | 1.77 | 2.31 | … | … | 2.42 | 1.84 | 4.94 | -5.86 | 1.38 | 2.69 | 5.27 | 0.62 | 2.76 | -0.48 | 2.22 | 4.11 | -1.84 | 2.84 | 6.33 | 2.25 | 7.81 | 0.72 | 3.78 | 2.83 | 1.29 | 1.27 | 2.10 | 2.67 |
| Sharpe Ratio | NA | -0.25 | 0.25 | -0.37 | 0.03 | NA | NA | … | … | 0.02 | -0.84 | 0.54 | -2.73 | 1.20 | 0.43 | 2.79 | -0.63 | 1.42 | -0.38 | 1.36 | 2.78 | -0.86 | 1.85 | 3.64 | 1.20 | 3.19 | -0.07 | 0.38 | -0.35 | -0.53 | 0.09 | 0.59 | 0.90 |
| Standard Deviation(%) | NA | 3.03 | 2.50 | 2.31 | 2.61 | NA | NA | … | … | 3.03 | 2.12 | 2.41 | 2.68 | 1.12 | 5.72 | 1.36 | 1.21 | 1.49 | 1.82 | 1.61 | 1.47 | 2.18 | 1.52 | 1.73 | 1.80 | 2.42 | 3.50 | 1.68 | 1.68 | 1.82 | 3.11 | 2.35 | 2.17 |
| Draw Down(%) | NA | 3.21 | 3.31 | 9.27 | 9.48 | NA | NA | … | … | 3.21 | 1.62 | 3.31 | 8.95 | 1.32 | 9.48 | 1.40 | 1.37 | 1.56 | 4.12 | 1.94 | 1.05 | 4.23 | 1.38 | 1.64 | 2.81 | 2.58 | 5.87 | 1.29 | 0.96 | 1.64 | 4.85 | 3.85 | 2.88 |
| Yield(%) | 0.00 | 2.35 | 2.44 | 2.01 | 1.98 | 2.15 | 2.44 | … | … | 1.86 | 2.48 | 2.29 | 1.72 | 1.58 | 1.92 | 2.10 | 2.03 | 1.96 | 1.81 | 2.19 | 2.50 | 2.37 | 2.68 | 2.89 | 2.97 | 3.23 | 3.17 | 3.13 | 3.00 | 2.98 | 2.04 | 1.65 | 0.77 |
Data as of 10/21/2025, Common starting date is 02/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANIAX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS A) |
-1.54%
Oct 2019 – Oct 2022 |
0.04%
Oct 2017 – Oct 2022 |
0.70%
Oct 2012 – Oct 2022 |
1.65%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANIAX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS A) |
5.44%
Dec 2008 – Dec 2011 |
4.45%
Jan 2007 – Jan 2012 |
3.36%
Nov 2002 – Nov 2012 |
2.86%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart