Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) | 0.13% | 1.83% | NA | NA | NA | NA | NA | 0.41% |
Data as of 07/02/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) | 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 (%) | 0.22 | 1.83 | NA | NA | NA | NA | NA | 0.41 | 0.13 | -0.12 | 0.66 |
| Sharpe Ratio | NA | -0.53 | NA | NA | NA | NA | NA | -1.06 | -0.86 | -2.71 | -0.86 |
| Standard Deviation(%) | NA | 3.05 | NA | NA | NA | NA | NA | 3.03 | 3.48 | 2.48 | 3.42 |
| Draw Down(%) | NA | 3.77 | NA | NA | NA | NA | NA | 5.66 | 3.00 | 2.84 | 5.66 |
| Yield(%) | 0.00 | 1.38 | 1.95 | 1.17 | 0.58 | 0.39 | 0.29 | 2.92 | 0.00 | 3.33 | 2.59 |
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 |
|---|---|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) |
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 |
|---|---|---|---|---|
| FKKVQX (CS 596: Tax Exempt Municipal Income Trust Intermediate Series 43) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart