Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTBYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd Y) | 1.66% | 5.88% | 4.21% | 2.09% | 3.09% | 3.00% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTBYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd Y) | 04/25/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.88 | 4.21 | 2.09 | 3.09 | 3.00 | NA | … | … | 1.66 | 2.27 | 4.10 | 5.67 | -6.38 | 0.75 | 3.29 | 7.86 | 10.91 | -3.20 | 1.59 | -0.34 | 7.88 | -6.04 | 6.38 | 7.17 |
| Sharpe Ratio | NA | 1.24 | 0.37 | -0.14 | 0.40 | NA | NA | … | … | 0.22 | -0.16 | -0.85 | 0.39 | -1.76 | 0.38 | 0.54 | 2.61 | 2.97 | -1.07 | 0.54 | -0.11 | 2.68 | -1.49 | 2.83 | 4.32 |
| Standard Deviation(%) | NA | 2.80 | 3.44 | 3.55 | 3.61 | NA | NA | … | … | 3.20 | 3.79 | 2.94 | 3.70 | 4.42 | 1.90 | 5.61 | 2.47 | 3.23 | 3.60 | 2.56 | 3.37 | 2.94 | 4.08 | 2.26 | 2.44 |
| Draw Down(%) | NA | 1.77 | 3.67 | 9.81 | 9.81 | NA | NA | … | … | 1.77 | 3.60 | 1.41 | 3.77 | 9.81 | 2.26 | 8.33 | 0.97 | 1.08 | 5.66 | 2.35 | 4.99 | 3.13 | 8.91 | 1.74 | 0.91 |
| Yield(%) | 0.00 | 3.25 | 3.45 | 3.01 | 3.28 | 3.44 | 2.63 | … | … | 1.29 | 3.51 | 3.56 | 3.38 | 2.75 | 3.03 | 3.14 | 4.03 | 3.87 | 3.36 | 3.59 | 4.43 | 4.48 | 3.85 | 4.19 | 3.01 |
Data as of 06/04/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTBYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd Y) |
-1.09%
Oct 2019 – Oct 2022 |
-0.42%
Nov 2012 – Nov 2017 |
1.38%
Oct 2012 – Oct 2022 |
3.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTBYX (Opnhmr Rchstr Ltd Tm Nw Yk Mncpl Fd Y) |
7.53%
Jan 2018 – Jan 2021 |
4.35%
Nov 2016 – Nov 2021 |
3.49%
May 2011 – May 2021 |
3.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart