Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRNYX (NEW YORK TAX-FREE BOND FUND NEW YORK TAX-FREE BOND FUND) | -2.78% | -1.87% | 1.69% | 0.38% | 1.85% | 2.72% | 3.02% | 4.80% |
Data as of 07/15/2025, AR inception is 08/28/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRNYX (NEW YORK TAX-FREE BOND FUND NEW YORK TAX-FREE BOND FUND) | 08/28/1986 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | -1.87 | 1.69 | 0.38 | 1.85 | 2.72 | 3.02 | 4.80 | -2.78 | 2.24 | 7.58 | -10.57 | 3.26 | 4.07 | 6.59 | 0.79 | 4.68 | 0.39 | 3.68 | 10.33 | -3.82 | 8.14 | 10.35 | 1.31 | 14.53 | -5.52 | 2.57 | 4.75 | 3.39 | 3.86 | 5.00 | 9.79 | 4.09 | 12.84 | -4.73 | 6.48 | 9.53 | 3.75 | 17.27 | -5.86 | 13.34 | 10.40 | 12.43 | 5.28 | 8.03 | 10.45 | -2.43 | 3.80 |
| Sharpe Ratio | NA | -0.75 | -0.29 | -0.36 | 0.11 | NA | NA | 0.62 | -1.02 | -0.34 | 0.86 | -2.45 | 2.02 | 0.52 | 2.75 | -0.35 | 2.01 | 0.07 | 1.67 | 5.12 | -1.03 | 3.35 | 3.72 | 0.41 | 4.17 | -0.89 | -0.23 | 0.59 | 0.47 | 0.83 | 1.20 | 2.50 | 0.57 | 2.99 | -2.50 | 0.88 | 1.67 | 0.02 | 2.86 | -1.54 | 3.26 | 2.40 | 3.09 | -0.05 | 0.61 | 1.52 | -0.69 | 2.32 |
| Standard Deviation(%) | NA | 6.26 | 5.10 | 4.35 | 4.09 | NA | NA | 4.05 | 7.51 | 4.00 | 4.59 | 4.92 | 1.60 | 7.38 | 1.86 | 1.69 | 2.01 | 2.57 | 2.18 | 2.02 | 3.74 | 2.43 | 2.78 | 3.00 | 3.46 | 7.25 | 2.56 | 2.26 | 2.42 | 3.46 | 3.58 | 3.45 | 2.93 | 2.88 | 3.24 | 3.44 | 3.48 | 5.00 | 4.65 | 5.80 | 3.41 | 3.26 | 2.74 | 4.64 | 3.42 | 3.64 | 9.67 | 3.32 |
| Draw Down(%) | NA | 7.19 | 8.44 | 15.42 | 15.42 | NA | NA | 16.17 | 6.19 | 3.17 | 6.79 | 15.37 | 1.97 | 10.99 | 1.51 | 1.63 | 1.37 | 5.49 | 2.18 | 1.31 | 8.41 | 2.30 | 2.78 | 5.68 | 2.57 | 12.43 | 2.34 | 1.33 | 2.18 | 5.46 | 5.44 | 3.99 | 3.70 | 3.52 | 7.40 | 2.41 | 2.29 | 5.02 | 2.78 | 11.28 | 2.56 | 3.43 | 1.52 | 3.67 | 2.80 | 3.17 | 16.17 | 2.68 |
| Yield(%) | 0.00 | 3.08 | 3.02 | 2.71 | 2.94 | 3.29 | 3.44 | 4.98 | 1.42 | 3.21 | 3.00 | 2.48 | 2.46 | 2.87 | 3.00 | 3.16 | 3.23 | 3.25 | 3.43 | 3.61 | 3.45 | 3.75 | 4.19 | 3.82 | 4.57 | 4.22 | 4.26 | 4.46 | 4.11 | 4.12 | 4.29 | 4.71 | 4.68 | 5.24 | 4.76 | 6.29 | 5.29 | 5.21 | 5.87 | 5.93 | 7.15 | 6.15 | 6.45 | 6.38 | 6.46 | 6.51 | 5.95 | 2.27 |
Data as of 07/15/2025, AR inception is 08/28/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRNYX (NEW YORK TAX-FREE BOND FUND NEW YORK TAX-FREE BOND FUND) |
-2.85%
Oct 2019 - Oct 2022 |
-0.31%
Oct 2017 - Oct 2022 |
1.30%
Oct 2012 - Oct 2022 |
2.72%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRNYX (NEW YORK TAX-FREE BOND FUND NEW YORK TAX-FREE BOND FUND) |
12.87%
Sep 1990 - Sep 1993 |
10.24%
Sep 1987 - Sep 1992 |
8.66%
Sep 1987 - Sep 1997 |
7.84%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart