Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) | 0.44% | 6.35% | 1.67% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) | 04/17/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 6.35 | 1.67 | NA | NA | NA | NA | … | … | 0.44 | -2.12 | 0.40 | 2.68 |
| Sharpe Ratio | NA | 0.71 | -0.18 | NA | NA | NA | NA | … | … | -0.24 | -0.50 | -0.83 | -0.01 |
| Standard Deviation(%) | NA | 5.24 | 8.61 | NA | NA | NA | NA | … | … | 6.03 | 10.07 | 7.49 | 9.37 |
| Draw Down(%) | NA | 5.09 | 13.57 | NA | NA | NA | NA | … | … | 5.09 | 10.68 | 5.50 | 13.92 |
| Yield(%) | 0.00 | 0.00 | 1.84 | 1.13 | 0.57 | 0.38 | 0.28 | … | … | 0.00 | 0.00 | 3.15 | 2.52 |
Data as of 06/05/2026, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) |
1.85%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) |
1.85%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart