Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEAAX (Lebenthal Ultra Short Tax-Free Income Fund Class A Shares) | NA | 2.07% | 0.93% | NA | NA | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEAAX (Lebenthal Ultra Short Tax-Free Income Fund Class A Shares) | 10/02/2020 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.07 | 0.93 | NA | NA | NA | NA | … | … | 0.20 | 2.12 | 0.78 | -0.30 | -0.10 |
| Sharpe Ratio | NA | -2.52 | -2.09 | NA | NA | NA | NA | … | … | -10.75 | -2.18 | -1.02 | -0.56 | -1.29 |
| Standard Deviation(%) | NA | 0.71 | 0.62 | NA | NA | NA | NA | … | … | 0.31 | 0.71 | 0.63 | 0.58 | 0.36 |
| Draw Down(%) | NA | 0.00 | 0.40 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.30 | 0.40 | 0.10 |
| Yield(%) | 0.00 | 2.24 | 1.04 | 0.62 | 0.31 | 0.21 | 0.16 | … | … | 0.20 | 2.44 | 0.48 | 0.00 | 0.00 |
Data as of 05/29/2024, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEAAX (Lebenthal Ultra Short Tax-Free Income Fund Class A Shares) |
0.74%
Nov 2020 – Nov 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 |
|---|---|---|---|---|
| LEAAX (Lebenthal Ultra Short Tax-Free Income Fund Class A Shares) |
0.93%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart