Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFSX (FIRST SECURITY MUNICIPAL BOND FUND INSTITUTIONAL SHARES) | NA | -0.86% | 1.85% | NA | NA | NA | NA | … | … |
Data as of 10/26/2018, Common starting date is 05/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFSX (FIRST SECURITY MUNICIPAL BOND FUND INSTITUTIONAL SHARES) | 05/29/2015 | 10/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.86 | 1.85 | NA | NA | NA | NA | … | … | -1.67 | 6.37 | -0.21 | 1.85 |
| Sharpe Ratio | NA | -0.86 | 0.46 | NA | NA | NA | NA | … | … | -1.73 | 2.06 | -0.13 | 1.92 |
| Standard Deviation(%) | NA | 2.38 | 2.68 | NA | NA | NA | NA | … | … | 1.91 | 2.80 | 3.15 | 1.60 |
| Draw Down(%) | NA | 2.74 | 7.09 | NA | NA | NA | NA | … | … | 2.33 | 1.67 | 7.09 | 0.53 |
| Yield(%) | 0.00 | 2.77 | 2.59 | 1.56 | 0.78 | 0.52 | 0.39 | … | … | 2.04 | 2.87 | 2.20 | 0.65 |
Data as of 10/26/2018, Common starting date is 05/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFSX (FIRST SECURITY MUNICIPAL BOND FUND INSTITUTIONAL SHARES) |
1.99%
Sep 2015 – Sep 2018 |
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 |
|---|---|---|---|---|
| FIFSX (FIRST SECURITY MUNICIPAL BOND FUND INSTITUTIONAL SHARES) |
2.56%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart