Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSTAX (Principal Street High Income Municipal Fund Institutional Class) | NA | 9.92% | -1.66% | -1.00% | NA | NA | NA | … | … |
Data as of 11/04/2024, Common starting date is 09/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSTAX (Principal Street High Income Municipal Fund Institutional Class) | 09/18/2017 | 11/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 9.92 | -1.66 | -1.00 | NA | NA | NA | … | … | 3.74 | 5.19 | -13.31 | 4.10 | -4.55 | 9.42 | 6.93 | 2.05 |
| Sharpe Ratio | NA | 0.87 | -0.94 | -0.53 | NA | NA | NA | … | … | -0.71 | 0.16 | -1.95 | 1.51 | -0.51 | 2.58 | 2.24 | 1.39 |
| Standard Deviation(%) | NA | 3.86 | 5.89 | 6.34 | NA | NA | NA | … | … | 3.73 | 5.83 | 7.55 | 2.71 | 9.30 | 3.11 | 2.52 | 4.74 |
| Draw Down(%) | NA | 2.77 | 17.97 | 20.19 | NA | NA | NA | … | … | 2.77 | 6.94 | 17.42 | 2.82 | 17.07 | 1.16 | 1.86 | 2.19 |
| Yield(%) | 0.51 | 6.37 | 5.02 | 4.81 | 3.89 | 2.59 | 1.95 | … | … | 5.03 | 6.17 | 5.13 | 5.27 | 5.34 | 6.31 | 7.67 | 1.63 |
Data as of 11/04/2024, Common starting date is 09/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSTAX (Principal Street High Income Municipal Fund Institutional Class) |
-5.72%
Oct 2019 – Oct 2022 |
-1.30%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSTAX (Principal Street High Income Municipal Fund Institutional Class) |
3.81%
Jan 2018 – Jan 2021 |
0.66%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart