Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GETAX (GE Tax-Exempt A) | NA | -0.13% | 3.14% | 3.08% | 3.59% | NA | NA | 3.68% |
Data as of 02/22/2011, AR inception is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GETAX (GE Tax-Exempt A) | 02/21/1997 | 02/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | -0.13 | 3.14 | 3.08 | 3.59 | NA | NA | 3.68 | -0.26 | 0.86 | 9.43 | 0.08 | 2.68 | 3.02 | 1.12 | 2.17 | 4.17 | 9.97 | 4.49 | 10.64 | -2.55 | 4.80 | 1.87 |
| Sharpe Ratio | NA | -0.08 | 0.83 | 0.57 | 0.72 | NA | NA | 0.55 | -0.65 | 0.30 | 3.36 | -0.19 | -0.18 | -0.14 | -0.47 | 0.35 | 0.95 | 2.68 | 0.93 | 3.21 | -2.45 | 0.57 | -0.27 |
| Standard Deviation(%) | NA | 2.79 | 3.43 | 2.98 | 3.02 | NA | NA | 3.06 | 3.02 | 2.60 | 2.78 | 4.54 | 1.97 | 2.03 | 2.24 | 3.51 | 3.67 | 3.31 | 2.36 | 2.05 | 2.36 | 2.63 | 4.97 |
| Draw Down(%) | NA | 5.99 | 7.58 | 7.58 | 7.58 | NA | NA | 7.58 | 1.85 | 5.01 | 1.90 | 7.58 | 1.68 | 1.25 | 2.50 | 5.85 | 5.67 | 3.85 | 3.85 | 2.23 | 4.76 | 1.94 | 4.46 |
| Yield(%) | 0.00 | 2.92 | 3.39 | 3.55 | 3.76 | 3.60 | 2.70 | 3.86 | 0.00 | 3.22 | 3.68 | 3.65 | 3.89 | 3.96 | 3.74 | 3.34 | 3.59 | 4.10 | 4.60 | 5.44 | 4.32 | 4.09 | 3.85 |
Data as of 02/22/2011, AR inception is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETAX (GE Tax-Exempt A) |
1.16%
May 2003 - May 2006 |
1.54%
Sep 2003 - Sep 2008 |
3.30%
Sep 1998 - Sep 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETAX (GE Tax-Exempt A) |
9.25%
May 2000 - May 2003 |
6.40%
Jan 2000 - Jan 2005 |
4.81%
Jan 2000 - Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart