Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LMMCX (1919 MARYLAND TAX-FREE INCOME FUND CLASS C) NA -361,902.20% nan% nan% nan% NA NA
Data as of 02/07/2024, Common starting date is 02/09/2009
More Performance Analytics Comparison
Name Start Date End Date
LMMCX (1919 MARYLAND TAX-FREE INCOME FUND CLASS C) 02/09/2009 02/07/2024
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 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 -361,902.20 nan nan nan NA NA -351,878.96 4.99 -6.57 0.06 3.13 4.29 0.28 0.80 0.84 1.33 5.50 -3.39 4.64 8.56 0.88 7.36
Sharpe Ratio NA NA NA NA NA NA NA NA 0.21 -2.78 0.03 0.55 2.12 -0.81 0.13 0.41 0.87 3.42 -1.45 2.74 3.29 0.29 3.38
Standard Deviation(%) NA NA NA NA NA NA NA NA 3.51 2.87 1.06 5.24 1.36 1.28 1.33 1.55 1.49 1.60 2.37 1.69 2.59 2.71 2.41
Draw Down(%) NA 351,878.96 343,027.32 343,027.32 343,027.32 NA NA 351,878.96 5.63 9.60 1.63 7.50 1.20 1.53 1.13 2.64 1.62 1.55 6.21 1.32 2.74 5.36 2.16
Yield(%) 100.00 102.19 32.42 20.86 11.18 8.80 6.60 99.43 2.15 1.17 0.87 1.69 2.04 2.11 2.24 2.65 3.13 3.26 2.78 2.88 3.47 3.01 2.00
Data as of 02/07/2024, Common starting date is 02/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMMCX (1919 MARYLAND TAX-FREE INCOME FUND CLASS C) -2.60%
Oct 2020 – Oct 2023
-0.42%
Oct 2017 – Oct 2022
0.28%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMMCX (1919 MARYLAND TAX-FREE INCOME FUND CLASS C) 6.08%
Mar 2009 – Mar 2012
3.95%
Mar 2009 – Mar 2014
2.80%
Mar 2009 – Mar 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return