Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) | -7.24% | -7.39% | NA | NA | NA | NA | NA | -1.27% |
Data as of 07/03/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) | 04/17/2023 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | -7.39 | NA | NA | NA | NA | NA | -1.27 | -7.24 | 0.86 | 3.58 |
| Sharpe Ratio | NA | -0.94 | NA | NA | NA | NA | NA | -0.49 | -1.32 | -0.72 | 0.14 |
| Standard Deviation(%) | NA | 11.25 | NA | NA | NA | NA | NA | 9.78 | 13.45 | 7.96 | 9.18 |
| Draw Down(%) | NA | 15.11 | NA | NA | NA | NA | NA | 15.11 | 11.17 | 6.22 | 12.73 |
| Yield(%) | 0.00 | 1.24 | 1.88 | 1.13 | 0.56 | 0.38 | 0.28 | 2.81 | 0.00 | 3.08 | 2.52 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) |
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 |
|---|---|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart