Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIMCX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS C) | NA | -11.55% | -2.22% | -0.55% | 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 |
|---|---|---|
| MIMCX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS C) | 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 | -11.55 | -2.22 | -0.55 | NA | NA | NA | … | … | -11.65 | -0.84 | 2.69 | 4.98 | -1.07 | 4.01 | -1.48 | 1.64 | 4.83 | -3.44 |
| Sharpe Ratio | NA | -3.78 | -0.61 | -0.36 | NA | NA | NA | … | … | -6.86 | -0.54 | 0.38 | 2.23 | -1.41 | 1.60 | -0.70 | 0.91 | 2.63 | -1.29 |
| Standard Deviation(%) | NA | 3.08 | 4.28 | 3.52 | NA | NA | NA | … | … | 4.70 | 1.61 | 6.44 | 1.61 | 1.70 | 2.13 | 2.40 | 1.77 | 1.83 | 2.70 |
| Draw Down(%) | NA | 12.42 | 12.42 | 12.42 | NA | NA | NA | … | … | 11.65 | 2.26 | 9.97 | 1.71 | 3.25 | 1.94 | 5.99 | 2.42 | 1.46 | 6.33 |
| Yield(%) | 0.00 | 0.92 | 1.12 | 1.25 | 0.78 | 0.52 | 0.39 | … | … | 0.24 | 0.79 | 1.07 | 1.62 | 1.54 | 1.17 | 0.42 | 0.63 | 0.12 | 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 |
|---|---|---|---|---|
| MIMCX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS C) |
-0.75%
Mar 2019 – Mar 2022 |
0.50%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIMCX (MCDONNELL INTERMEDIATE MUNICIPAL BOND FUND CLASS C) |
3.81%
Aug 2013 – Aug 2016 |
2.51%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
