Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NHMUX (NEW HAMPSHIRE MUNICIPAL FUND CLASS A) | NA | -0.19% | 0.23% | 0.82% | 2.50% | 1.94% | 2.68% | … | … |
Data as of 04/27/2018, Common starting date is 01/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NHMUX (NEW HAMPSHIRE MUNICIPAL FUND CLASS A) | 01/28/1993 | 04/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -0.19 | 0.23 | 0.82 | 2.50 | 1.94 | 2.68 | … | … | -1.91 | 2.86 | -2.21 | 2.68 | 5.69 | -1.92 | 3.81 | 8.10 | 1.14 | 7.78 | 0.31 | 3.69 | 5.07 | -3.53 | -2.96 | 2.40 | 6.58 | 4.20 | 8.54 | -1.30 | 6.15 | 7.64 | 3.58 | 14.76 | -4.57 | 12.20 |
| Sharpe Ratio | NA | -0.50 | -0.07 | 0.24 | 0.92 | NA | NA | … | … | -3.83 | 0.96 | -0.73 | 1.41 | 3.47 | -0.81 | 1.96 | 3.46 | 0.43 | 2.82 | -0.17 | 0.41 | 1.03 | -3.00 | -1.88 | 0.81 | 2.87 | 0.96 | 2.24 | -2.09 | 1.21 | 1.57 | 0.02 | 3.10 | -1.28 | 1.88 |
| Standard Deviation(%) | NA | 2.05 | 2.57 | 2.39 | 2.50 | NA | NA | … | … | 1.81 | 2.34 | 3.28 | 1.88 | 1.64 | 2.42 | 1.93 | 2.33 | 2.43 | 2.73 | 3.58 | 1.64 | 1.73 | 1.90 | 2.07 | 2.10 | 1.91 | 1.98 | 2.01 | 2.16 | 2.34 | 2.62 | 4.15 | 3.52 | 5.89 | 5.91 |
| Draw Down(%) | NA | 2.56 | 7.30 | 7.30 | 7.30 | NA | NA | … | … | 2.03 | 1.92 | 7.30 | 1.76 | 1.09 | 5.15 | 1.73 | 1.73 | 4.10 | 2.04 | 5.79 | 1.11 | 0.59 | 4.28 | 3.67 | 3.05 | 1.66 | 1.97 | 1.86 | 3.50 | 1.39 | 2.14 | 4.14 | 1.82 | 9.44 | 3.30 |
| Yield(%) | 0.00 | 2.03 | 2.07 | 2.20 | 2.68 | 2.28 | 2.84 | … | … | 0.48 | 2.07 | 2.08 | 2.18 | 2.59 | 2.56 | 2.87 | 3.35 | 3.06 | 2.99 | 2.81 | 3.04 | 2.95 | 0.00 | 0.00 | 3.20 | 4.41 | 3.86 | 4.53 | 4.26 | 4.90 | 4.60 | 4.58 | 5.08 | 4.62 | 5.19 |
Data as of 04/27/2018, Common starting date is 01/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHMUX (NEW HAMPSHIRE MUNICIPAL FUND CLASS A) |
-1.44%
May 2003 – May 2006 |
0.14%
Nov 2003 – Nov 2008 |
2.06%
Sep 2003 – Sep 2013 |
1.96%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NHMUX (NEW HAMPSHIRE MUNICIPAL FUND CLASS A) |
8.81%
Nov 1994 – Nov 1997 |
6.54%
Nov 1994 – Nov 1999 |
5.51%
Mar 1993 – Mar 2003 |
4.22%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart