Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSARX (FIRST SECURITY MUNICIPAL BOND FUND A SHARES) | NA | -0.85% | 1.86% | NA | NA | NA | NA | … | … |
Data as of 10/26/2018, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSARX (FIRST SECURITY MUNICIPAL BOND FUND A SHARES) | 06/01/2015 | 10/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.85 | 1.86 | NA | NA | NA | NA | … | … | -1.67 | 6.37 | -0.21 | 1.85 |
| Sharpe Ratio | NA | -0.87 | 0.46 | NA | NA | NA | NA | … | … | -1.76 | 2.10 | -0.13 | 1.95 |
| Standard Deviation(%) | NA | 2.36 | 2.63 | NA | NA | NA | NA | … | … | 1.87 | 2.75 | 3.10 | 1.59 |
| Draw Down(%) | NA | 2.74 | 7.09 | NA | NA | NA | NA | … | … | 2.23 | 1.65 | 7.09 | 0.62 |
| Yield(%) | 0.00 | 2.77 | 2.59 | 1.56 | 0.78 | 0.52 | 0.39 | … | … | 2.05 | 2.87 | 2.20 | 0.65 |
Data as of 10/26/2018, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSARX (FIRST SECURITY MUNICIPAL BOND FUND A SHARES) |
1.96%
Sep 2015 – Sep 2018 |
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 |
|---|---|---|---|---|
| FSARX (FIRST SECURITY MUNICIPAL BOND FUND A SHARES) |
2.50%
Aug 2015 – Aug 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart