Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) | -11.96% | -12.82% | NA | NA | NA | NA | NA | -4.71% |
Data as of 07/22/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) | 04/17/2023 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | -12.82 | NA | NA | NA | NA | NA | -4.71 | -11.96 | -0.34 | 2.91 |
| Sharpe Ratio | NA | -1.44 | NA | NA | NA | NA | NA | -0.81 | -1.81 | -0.97 | 0.03 |
| Standard Deviation(%) | NA | 11.38 | NA | NA | NA | NA | NA | 9.63 | 13.54 | 7.15 | 9.10 |
| Draw Down(%) | NA | 15.63 | NA | NA | NA | NA | NA | 15.63 | 12.70 | 5.67 | 13.43 |
| Yield(%) | 0.00 | 1.00 | 1.98 | 1.19 | 0.60 | 0.40 | 0.30 | 2.98 | 0.00 | 3.31 | 2.64 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) |
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 |
|---|---|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart