Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FRVGLX (The First Trust Combined Series 586: Tax Exempt Municipal Income Trust Intermediate Series 39) | -1.12% | -0.78% | NA | NA | NA | NA | NA | 0.42% |
Data as of 07/21/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRVGLX (The First Trust Combined Series 586: Tax Exempt Municipal Income Trust Intermediate Series 39) | 04/17/2023 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -0.78 | NA | NA | NA | NA | NA | 0.42 | -1.12 | 0.93 | 1.00 |
| Sharpe Ratio | NA | -1.89 | NA | NA | NA | NA | NA | -1.42 | -2.16 | -3.15 | -0.92 |
| Standard Deviation(%) | NA | 2.11 | NA | NA | NA | NA | NA | 2.24 | 2.38 | 1.81 | 2.66 |
| Draw Down(%) | NA | 2.48 | NA | NA | NA | NA | NA | 3.59 | 1.83 | 1.68 | 3.59 |
| Yield(%) | 0.00 | 1.02 | 2.76 | 1.66 | 0.83 | 0.55 | 0.41 | 4.14 | 0.00 | 5.71 | 2.68 |
Data as of 07/21/2025, 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 |
|---|---|---|---|---|
| FRVGLX (The First Trust Combined Series 586: Tax Exempt Municipal Income Trust Intermediate Series 39) |
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 |
|---|---|---|---|---|
| FRVGLX (The First Trust Combined Series 586: Tax Exempt Municipal Income Trust Intermediate Series 39) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart