Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMMDX (1919 MARYLAND TAX-FREE INCOME FUND CLASS A) | NA | 347,722.18% | 1,396.08% | 415.24% | 129.48% | 76.58% | 54.17% | … | … |
Data as of 02/07/2024, Common starting date is 06/14/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMMDX (1919 MARYLAND TAX-FREE INCOME FUND CLASS A) | 06/14/1991 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 347,722.18 | 1,396.08 | 415.24 | 129.48 | 76.58 | 54.17 | … | … | 336,171.63 | 5.64 | -6.05 | 0.61 | 3.70 | 4.87 | 1.04 | 1.34 | 1.59 | 1.89 | 6.08 | -2.82 | 5.24 | 9.20 | 1.41 | 15.75 | -5.43 | 2.83 | 3.92 | 2.49 | 3.99 | 4.63 | 8.15 | 4.33 | 11.50 | -3.34 | 5.59 | 7.68 | 3.21 | 14.43 | -3.11 | 12.13 | 8.26 | 8.99 |
| Sharpe Ratio | NA | 427.07 | 2.97 | 1.14 | 0.50 | NA | NA | … | … | NA | 0.40 | -2.56 | 0.54 | 0.66 | 2.46 | -0.19 | 0.51 | 0.86 | 1.16 | 3.62 | -1.16 | 2.98 | 3.43 | 0.48 | 4.87 | -1.17 | -0.07 | 0.34 | 0.15 | 0.99 | 1.18 | 2.46 | 0.83 | 3.23 | -2.69 | 0.91 | 1.56 | -0.07 | 3.01 | -1.38 | 3.33 | 2.19 | 5.16 |
| Standard Deviation(%) | NA | 814.20 | 469.47 | 363.70 | 257.18 | NA | NA | … | … | 2,529.85 | 3.52 | 2.92 | 1.09 | 5.25 | 1.41 | 1.39 | 1.39 | 1.62 | 1.60 | 1.68 | 2.46 | 1.75 | 2.67 | 2.79 | 3.21 | 5.41 | 2.29 | 1.93 | 2.12 | 3.08 | 3.33 | 2.86 | 2.45 | 2.29 | 2.44 | 2.49 | 2.66 | 4.11 | 3.52 | 4.40 | 3.01 | 2.66 | 2.62 |
| Draw Down(%) | NA | 5.37 | 9.59 | 9.59 | 9.59 | NA | NA | … | … | 0.53 | 5.37 | 9.23 | 1.57 | 7.44 | 1.14 | 1.07 | 1.00 | 2.31 | 1.39 | 1.51 | 6.02 | 1.32 | 2.74 | 5.25 | 1.89 | 10.56 | 1.98 | 1.23 | 2.07 | 4.48 | 5.13 | 3.24 | 3.23 | 2.81 | 5.31 | 1.53 | 2.02 | 4.24 | 1.58 | 7.66 | 2.50 | 3.26 | 0.86 |
| Yield(%) | 100.00 | 102.76 | 32.95 | 21.41 | 11.75 | 9.45 | 7.57 | … | … | 99.50 | 2.70 | 1.69 | 1.42 | 2.25 | 2.61 | 2.87 | 2.78 | 3.40 | 3.68 | 3.82 | 3.35 | 3.47 | 4.07 | 3.55 | 3.96 | 3.32 | 4.28 | 4.31 | 3.88 | 4.24 | 3.83 | 4.17 | 4.69 | 5.16 | 5.02 | 5.08 | 5.73 | 5.17 | 5.62 | 5.02 | 5.46 | 5.78 | 4.14 |
Data as of 02/07/2024, Common starting date is 06/14/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMMDX (1919 MARYLAND TAX-FREE INCOME FUND CLASS A) |
-2.06%
Oct 2020 – Oct 2023 |
0.18%
Oct 2017 – Oct 2022 |
0.87%
Oct 2012 – Oct 2022 |
2.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMMDX (1919 MARYLAND TAX-FREE INCOME FUND CLASS A) |
1,396.08%
Jan 2021 – Jan 2024 |
415.31%
Jan 2019 – Jan 2024 |
129.50%
Jan 2014 – Jan 2024 |
76.69%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart