Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMBAX (LONG-TERM TAX-FREE FUND A CLASS) | NA | 4.29% | 5.03% | 3.82% | 4.13% | 4.18% | NA | … | … |
Data as of 08/22/2016, Common starting date is 03/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMBAX (LONG-TERM TAX-FREE FUND A CLASS) | 03/31/1997 | 08/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 4.29 | 5.03 | 3.82 | 4.13 | 4.18 | NA | … | … | 2.14 | -0.43 | 5.16 | -6.84 | 4.13 | 6.75 | -1.66 | 8.40 | -5.39 | -3.03 | 0.83 | -0.55 | -1.00 | -0.09 | 4.67 | -0.85 | 7.08 | -7.05 | 0.95 | 5.40 |
| Sharpe Ratio | NA | 1.49 | 2.10 | 1.43 | 0.99 | NA | NA | … | … | 0.99 | -10.70 | -7.95 | -7.68 | -6.82 | -4.36 | -6.78 | -2.88 | -3.41 | -9.77 | -10.72 | -9.79 | -5.61 | -5.13 | -4.73 | -7.46 | -28.36 | 7.84 | 13.32 | -10.65 |
| Standard Deviation(%) | NA | 2.85 | 2.37 | 2.64 | 3.60 | NA | NA | … | … | 3.24 | 1.77 | 1.68 | 3.30 | 2.13 | 2.70 | 2.99 | 3.55 | 7.28 | 2.58 | 2.02 | 2.20 | 3.67 | 3.78 | 3.20 | 3.01 | 2.17 | 2.29 | 2.57 | 3.12 |
| Draw Down(%) | NA | 2.53 | 2.53 | 8.25 | 11.72 | NA | NA | … | … | 2.53 | 3.65 | 1.56 | 9.11 | 2.07 | 2.91 | 6.89 | 3.67 | 13.93 | 5.75 | 2.58 | 3.17 | 6.12 | 6.31 | 4.00 | 5.42 | 3.16 | 8.10 | 2.57 | 1.80 |
| Yield(%) | 0.00 | 3.29 | 3.28 | 3.11 | 3.44 | 3.73 | 3.41 | … | … | 1.97 | 3.11 | 3.21 | 2.63 | 2.81 | 3.69 | 3.74 | 3.96 | 3.51 | 3.78 | 2.67 | 3.13 | 4.24 | 4.61 | 5.30 | 5.79 | 4.61 | 0.38 | 0.00 | 0.00 |
Data as of 08/22/2016, Common starting date is 03/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMBAX (LONG-TERM TAX-FREE FUND A CLASS) |
-0.37%
May 1997 – May 2000 |
1.54%
Nov 2003 – Nov 2008 |
2.89%
Oct 1998 – Oct 2008 |
3.77%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMBAX (LONG-TERM TAX-FREE FUND A CLASS) |
9.89%
May 2000 – May 2003 |
7.28%
Jan 2000 – Jan 2005 |
5.32%
May 2000 – May 2010 |
5.15%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart