Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) | 0.31% | 2.89% | -0.05% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date 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 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 2.89 | -0.05 | NA | NA | NA | NA | … | … | 0.31 | -5.54 | -0.34 | 2.91 |
| Sharpe Ratio | NA | -0.01 | -0.37 | NA | NA | NA | NA | … | … | -0.25 | -0.81 | -0.97 | 0.03 |
| Standard Deviation(%) | NA | 6.03 | 8.64 | NA | NA | NA | NA | … | … | 5.96 | 10.53 | 7.15 | 9.10 |
| Draw Down(%) | NA | 5.94 | 15.63 | NA | NA | NA | NA | … | … | 4.90 | 12.70 | 5.67 | 13.43 |
| Yield(%) | 0.00 | 0.00 | 1.81 | 1.19 | 0.60 | 0.40 | 0.30 | … | … | 0.00 | 0.00 | 3.31 | 2.64 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) |
0.26%
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 |
|---|---|---|---|---|
| FMZJBX (The First Trust Combined Series 583: Tax Exempt Municipal Income Trust Series 304) |
0.26%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart