Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GETBX (GE Tax-Exempt B) | NA | -0.79% | 2.38% | 2.31% | 2.82% | NA | NA | 2.94% |
Data as of 02/22/2011, AR inception is 02/21/1997
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GETBX (GE Tax-Exempt B) | 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 | -0.79 | 2.38 | 2.31 | 2.82 | NA | NA | 2.94 | -0.35 | 0.14 | 8.63 | -0.68 | 1.93 | 2.25 | 0.46 | 1.29 | 3.50 | 9.07 | 3.78 | 9.50 | -3.03 | 4.19 | 1.34 |
Sharpe Ratio | NA | -0.32 | 0.62 | 0.31 | 0.48 | NA | NA | 0.31 | -0.89 | 0.02 | 3.17 | -0.36 | -0.57 | -0.56 | -0.83 | 0.10 | 0.79 | 2.49 | 0.65 | 2.88 | -2.76 | 0.34 | -0.39 |
Standard Deviation(%) | NA | 2.73 | 3.37 | 2.91 | 2.94 | NA | NA | 2.99 | 2.93 | 2.54 | 2.69 | 4.48 | 1.94 | 1.89 | 2.06 | 3.48 | 3.56 | 3.20 | 2.27 | 1.89 | 2.26 | 2.56 | 5.09 |
Draw Down(%) | NA | 6.32 | 7.64 | 7.75 | 7.75 | NA | NA | 7.75 | 1.93 | 5.29 | 1.95 | 7.75 | 1.89 | 1.43 | 2.56 | 6.07 | 5.78 | 3.85 | 3.91 | 2.28 | 5.09 | 2.03 | 4.53 |
Yield(%) | 0.00 | 2.26 | 2.67 | 2.84 | 3.02 | 2.96 | 2.22 | 3.17 | 0.00 | 2.50 | 2.92 | 2.90 | 3.17 | 3.21 | 3.02 | 2.57 | 2.86 | 3.34 | 3.82 | 4.48 | 3.76 | 3.58 | 3.41 |
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 |
---|---|---|---|---|
GETBX (GE Tax-Exempt B) |
0.40%
May 2003 - May 2006 |
0.77%
Sep 2003 - Sep 2008 |
2.53%
Sep 1998 - Sep 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GETBX (GE Tax-Exempt B) |
8.44%
May 2000 - May 2003 |
5.57%
Jan 2000 - Jan 2005 |
4.01%
Jan 2000 - Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart