Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATAX (America First Tax Exempt Investors) | NA | 214.04% | 44.66% | 35.99% | 19.79% | 16.66% | 14.15% | … | … |
Data as of 02/03/2023, Common starting date is 04/02/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATAX (America First Tax Exempt Investors) | 04/02/1986 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 214.04 | 44.66 | 35.99 | 19.79 | 16.66 | 14.15 | … | … | 9.66 | 197.24 | 66.67 | -41.05 | 37.01 | -7.11 | 12.04 | 6.72 | -3.80 | -16.38 | -5.70 | 35.02 | -5.73 | -12.37 | 21.05 | -23.29 | -19.40 | 7.68 | 2.34 | 0.69 | 0.00 | -2.17 | 33.82 | 10.00 | -17.53 | -14.91 | 1.79 | 5.66 | 6.00 | -5.66 | -36.14 | 27.69 | 30.00 | -32.43 | -43.94 | 4.76 | -26.74 | 4.88 |
| Sharpe Ratio | NA | 1.93 | 0.59 | 0.59 | 0.44 | NA | NA | … | … | 9.17 | 1.76 | 2.20 | -0.67 | 0.79 | -1.63 | -0.39 | -1.37 | -1.53 | -1.95 | -1.36 | 0.88 | -1.39 | -1.56 | 0.04 | -0.82 | -1.25 | -0.58 | -0.78 | -0.84 | -0.89 | -0.69 | 0.37 | -0.30 | -0.54 | -0.50 | -0.06 | 0.04 | 0.04 | -0.16 | -0.66 | 0.74 | 0.51 | -0.57 | -1.00 | 0.00 | -0.95 | 0.08 |
| Standard Deviation(%) | NA | 112.19 | 75.81 | 59.81 | 44.07 | NA | NA | … | … | 18.69 | 112.32 | 30.33 | 61.14 | 17.43 | 17.62 | 18.40 | 19.94 | 14.64 | 17.92 | 17.84 | 18.80 | 17.48 | 19.84 | 60.19 | 51.85 | 33.21 | 25.17 | 23.94 | 22.59 | 21.73 | 31.65 | 34.90 | 43.43 | 38.56 | 36.15 | 30.69 | 49.01 | 51.42 | 54.13 | 57.54 | 33.93 | 51.69 | 65.51 | 49.41 | 40.44 | 32.15 | 30.61 |
| Draw Down(%) | NA | 10.92 | 53.53 | 53.88 | 53.88 | NA | NA | … | … | 2.58 | 14.24 | 11.98 | 53.65 | 10.51 | 19.38 | 4.80 | 12.97 | 13.87 | 19.59 | 14.07 | 14.29 | 15.56 | 14.59 | 33.19 | 41.50 | 25.29 | 13.41 | 10.49 | 16.32 | 8.20 | 15.12 | 9.00 | 16.13 | 35.85 | 24.22 | 8.55 | 12.50 | 12.73 | 20.00 | 46.32 | 10.75 | 20.27 | 45.45 | 52.11 | 15.38 | 30.77 | 11.11 |
| Yield(%) | 0.00 | 17.22 | 8.16 | 9.77 | 7.70 | 7.94 | 7.72 | … | … | 0.00 | 17.56 | 11.99 | 3.99 | 8.85 | 8.33 | 9.26 | 9.86 | 9.52 | 7.92 | 7.20 | 10.02 | 9.51 | 8.52 | 10.48 | 8.33 | 8.65 | 5.41 | 7.48 | 7.50 | 7.45 | 7.20 | 10.05 | 10.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/03/2023, Common starting date is 04/02/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAX (America First Tax Exempt Investors) |
-30.06%
Jan 1988 – Jan 1991 |
-19.10%
Sep 1986 – Sep 1991 |
-9.20%
Oct 1986 – Oct 1996 |
-5.41%
May 1986 – May 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATAX (America First Tax Exempt Investors) |
51.76%
Jul 2019 – Jul 2022 |
36.32%
Mar 2017 – Mar 2022 |
23.40%
May 2012 – May 2022 |
16.99%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart