Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) | 0.49% | 6.04% | 1.84% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date 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 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 6.04 | 1.84 | NA | NA | NA | NA | … | … | 0.49 | -2.58 | 0.86 | 3.58 |
| Sharpe Ratio | NA | 0.64 | -0.16 | NA | NA | NA | NA | … | … | -0.23 | -0.55 | -0.72 | 0.14 |
| Standard Deviation(%) | NA | 5.32 | 8.71 | NA | NA | NA | NA | … | … | 6.09 | 10.02 | 7.96 | 9.18 |
| Draw Down(%) | NA | 5.04 | 15.11 | NA | NA | NA | NA | … | … | 5.04 | 11.17 | 6.22 | 12.73 |
| Yield(%) | 0.00 | 0.00 | 1.72 | 1.13 | 0.56 | 0.38 | 0.28 | … | … | 0.00 | 0.00 | 3.08 | 2.52 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) |
2.19%
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 |
|---|---|---|---|---|
| FIZMKX (CS 606: Tax Exempt Municipal Income Trust Series 316) |
2.19%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart