Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXOTX (OHIO TAX EXEMPT SERIES OHIO TAX EXEMPT SERIES) | NA | -1.10% | -0.07% | 0.10% | 1.02% | NA | NA | … | … |
Data as of 11/30/2018, Common starting date is 10/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXOTX (OHIO TAX EXEMPT SERIES OHIO TAX EXEMPT SERIES) | 10/26/2005 | 11/30/2018 |
| 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 (%) | -0.39 | -1.10 | -0.07 | 0.10 | 1.02 | NA | NA | … | … | -1.61 | 2.08 | -0.81 | 1.31 | 0.78 | -3.57 | 1.49 | 4.56 | -3.01 | 8.15 | -5.85 | -0.29 | -0.57 | 0.57 |
| Sharpe Ratio | NA | -1.83 | -0.53 | -0.23 | 0.27 | NA | NA | … | … | -2.62 | 0.99 | -0.62 | 1.21 | 0.73 | -1.63 | 0.87 | 1.38 | -0.80 | 1.63 | -0.80 | -1.01 | -1.42 | 0.23 |
| Standard Deviation(%) | NA | 1.30 | 1.43 | 1.38 | 2.83 | NA | NA | … | … | 1.17 | 1.47 | 1.62 | 1.06 | 1.04 | 2.21 | 1.66 | 3.29 | 3.88 | 4.93 | 8.39 | 3.28 | 2.74 | 2.65 |
| Draw Down(%) | NA | 1.93 | 3.61 | 3.61 | 10.30 | NA | NA | … | … | 1.61 | 1.81 | 3.61 | 1.36 | 0.94 | 4.36 | 1.80 | 2.91 | 8.95 | 4.59 | 15.56 | 4.33 | 3.21 | 0.76 |
| Yield(%) | 0.00 | 1.09 | 0.91 | 0.74 | 0.41 | 0.25 | 0.19 | … | … | 0.85 | 0.94 | 0.80 | 0.64 | 0.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/30/2018, Common starting date is 10/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXOTX (OHIO TAX EXEMPT SERIES OHIO TAX EXEMPT SERIES) |
-2.57%
Nov 2005 – Nov 2008 |
-0.89%
Aug 2010 – Aug 2015 |
-0.03%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXOTX (OHIO TAX EXEMPT SERIES OHIO TAX EXEMPT SERIES) |
4.11%
Sep 2008 – Sep 2011 |
2.09%
Oct 2008 – Oct 2013 |
1.13%
Sep 2008 – Sep 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart