Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) | -6.85% | -5.87% | NA | NA | NA | NA | NA | -1.69% |
Data as of 07/02/2025, AR inception 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 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | -5.87 | NA | NA | NA | NA | NA | -1.69 | -6.85 | 0.40 | 2.68 |
| Sharpe Ratio | NA | -0.84 | NA | NA | NA | NA | NA | -0.53 | -1.26 | -0.83 | -0.01 |
| Standard Deviation(%) | NA | 11.14 | NA | NA | NA | NA | NA | 9.71 | 13.56 | 7.49 | 9.37 |
| Draw Down(%) | NA | 13.57 | NA | NA | NA | NA | NA | 13.92 | 10.68 | 5.50 | 13.92 |
| Yield(%) | 0.00 | 1.28 | 1.89 | 1.13 | 0.57 | 0.38 | 0.28 | 2.83 | 0.00 | 3.15 | 2.52 |
Data as of 07/02/2025, 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 |
|---|---|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) |
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 |
|---|---|---|---|---|
| FIFTUX (CS 603: Tax Exempt Municipal Income Trust Series 313) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart