Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANYBX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS B) | NA | -1.97% | 0.32% | 1.05% | 1.53% | 1.82% | NA | … | … |
Data as of 09/04/2018, Common starting date is 02/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANYBX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS B) | 02/19/2002 | 09/04/2018 |
| 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | -1.97 | 0.32 | 1.05 | 1.53 | 1.82 | NA | … | … | -0.80 | 1.66 | -1.26 | 1.47 | 3.32 | -2.61 | 2.14 | 5.55 | 1.51 | 7.07 | 0.14 | 2.99 | 2.12 | 0.71 | 0.79 | 1.71 | 2.67 |
| Sharpe Ratio | NA | -2.39 | -0.16 | 0.48 | 0.70 | NA | NA | … | … | -2.36 | 0.73 | -0.82 | 0.96 | 2.27 | -1.27 | 1.46 | 3.31 | 0.83 | 2.83 | -0.23 | -0.02 | -0.80 | -0.85 | -0.05 | 0.43 | 0.91 |
| Standard Deviation(%) | NA | 1.25 | 1.49 | 1.49 | 1.90 | NA | NA | … | … | 1.02 | 1.43 | 1.79 | 1.50 | 1.46 | 2.08 | 1.44 | 1.67 | 1.70 | 2.46 | 3.41 | 1.61 | 1.48 | 1.73 | 3.04 | 2.37 | 2.18 |
| Draw Down(%) | NA | 2.87 | 4.29 | 4.29 | 5.99 | NA | NA | … | … | 1.71 | 1.85 | 4.29 | 2.18 | 1.16 | 4.52 | 1.42 | 1.70 | 2.98 | 2.64 | 5.99 | 1.41 | 1.01 | 1.74 | 4.85 | 3.91 | 2.88 |
| Yield(%) | 0.00 | 0.79 | 0.95 | 1.23 | 1.71 | 1.89 | 1.48 | … | … | 0.49 | 0.80 | 1.02 | 1.45 | 1.73 | 1.68 | 1.93 | 2.14 | 2.30 | 2.52 | 2.53 | 2.44 | 2.30 | 2.33 | 1.56 | 1.28 | 0.84 |
Data as of 09/04/2018, 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 |
|---|---|---|---|---|
| ANYBX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS B) |
-0.08%
Jan 2015 – Jan 2018 |
0.01%
Apr 2013 – Apr 2018 |
1.56%
Aug 2008 – Aug 2018 |
1.63%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANYBX (NEW YORK MUNICIPAL PORTFOLIO AB INTERMEDIATE NEW YORK MUNICIPAL CLASS B) |
4.68%
Dec 2008 – Dec 2011 |
3.75%
Jan 2007 – Jan 2012 |
2.71%
Nov 2002 – Nov 2012 |
2.00%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart