Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSTEX (Principal Street High Income Municipal Fund Investor Class) | NA | 9.02% | -2.24% | NA | NA | NA | NA | … | … |
Data as of 11/04/2024, Common starting date is 03/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSTEX (Principal Street High Income Municipal Fund Investor Class) | 03/23/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 9.02 | -2.24 | NA | NA | NA | NA | … | … | 3.01 | 4.77 | -13.79 | 3.54 | 11.53 |
| Sharpe Ratio | NA | 0.69 | -1.09 | NA | NA | NA | NA | … | … | -0.98 | 0.09 | -2.19 | 1.35 | 2.42 |
| Standard Deviation(%) | NA | 3.77 | 5.60 | NA | NA | NA | NA | … | … | 3.61 | 5.74 | 6.97 | 2.61 | 6.17 |
| Draw Down(%) | NA | 2.70 | 18.34 | NA | NA | NA | NA | … | … | 2.70 | 7.02 | 17.76 | 2.80 | 5.78 |
| Yield(%) | 0.47 | 5.80 | 4.57 | 4.64 | 2.32 | 1.55 | 1.16 | … | … | 4.59 | 5.65 | 4.65 | 4.75 | 4.41 |
Data as of 11/04/2024, Common starting date is 03/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSTEX (Principal Street High Income Municipal Fund Investor Class) |
-3.59%
Oct 2020 – Oct 2023 |
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 |
|---|---|---|---|---|
| GSTEX (Principal Street High Income Municipal Fund Investor Class) |
0.18%
Apr 2020 – Apr 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart