Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAEVLX (The First Trust Combined Series 589: Tax Exempt Municipal Income Trust Intermediate Series 40) | -3.88% | -3.40% | NA | NA | NA | NA | NA | -1.35% |
Data as of 07/22/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAEVLX (The First Trust Combined Series 589: Tax Exempt Municipal Income Trust Intermediate Series 40) | 04/17/2023 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | -3.40 | NA | NA | NA | NA | NA | -1.35 | -3.88 | 0.31 | 0.83 |
| Sharpe Ratio | NA | -1.41 | NA | NA | NA | NA | NA | -1.29 | -1.66 | -3.00 | -0.93 |
| Standard Deviation(%) | NA | 4.75 | NA | NA | NA | NA | NA | 3.69 | 6.14 | 2.10 | 2.88 |
| Draw Down(%) | NA | 5.44 | NA | NA | NA | NA | NA | 5.44 | 4.58 | 2.38 | 4.62 |
| Yield(%) | 0.00 | 0.98 | 2.49 | 1.49 | 0.75 | 0.50 | 0.37 | 3.73 | 0.00 | 4.99 | 2.57 |
Data as of 07/22/2025, AR inception is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAEVLX (The First Trust Combined Series 589: Tax Exempt Municipal Income Trust Intermediate Series 40) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAEVLX (The First Trust Combined Series 589: Tax Exempt Municipal Income Trust Intermediate Series 40) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart