Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIMAX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | NA | -10.33% | -1.28% | 0.30% | NA | NA | NA | … | … |
Data as of 04/28/2022, Common starting date is 01/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIMAX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | 01/02/2013 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.33 | -1.28 | 0.30 | NA | NA | NA | … | … | -11.43 | -0.59 | 3.38 | 5.55 | -0.65 | 4.77 | -0.89 | 2.29 | 5.13 | -3.44 |
| Sharpe Ratio | NA | -3.38 | -0.40 | -0.12 | NA | NA | NA | … | … | -6.73 | -0.39 | 0.49 | 2.53 | -1.15 | 1.85 | -0.44 | 1.25 | 2.72 | -1.30 |
| Standard Deviation(%) | NA | 3.09 | 4.27 | 3.53 | NA | NA | NA | … | … | 4.72 | 1.56 | 6.41 | 1.65 | 1.72 | 2.24 | 2.47 | 1.81 | 1.88 | 2.69 |
| Draw Down(%) | NA | 11.60 | 11.60 | 11.60 | NA | NA | NA | … | … | 11.43 | 2.26 | 9.89 | 1.62 | 2.84 | 1.82 | 5.84 | 2.18 | 1.40 | 6.22 |
| Yield(%) | 0.00 | 2.28 | 2.09 | 2.14 | 1.41 | 0.94 | 0.71 | … | … | 0.48 | 2.10 | 1.80 | 2.39 | 2.27 | 1.91 | 1.12 | 1.37 | 0.30 | 0.00 |
Data as of 04/28/2022, Common starting date is 01/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIMAX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
0.16%
Mar 2019 – Mar 2022 |
1.01%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIMAX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
4.27%
Aug 2013 – Aug 2016 |
3.35%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart