Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Edge No Load (Load Waived) NTF Muni High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 6.58% | -3.15% | -1.82% | 0.14% | 0.35% | 0.52% | 1.11% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge No Load (Load Waived) NTF Muni High Yield Bond Funds Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.58 | -3.15 | -1.82 | 0.14 | 0.35 | 0.52 | 1.11 | NA | 4.83 | 3.02 | -16.78 | 0.02 | 0.23 | 2.25 | 4.43 | 0.64 | 0.95 | 2.68 | 0.02 | 0.03 | 1.15 | 2.56 | 0.09 | 0.10 | -6.85 | 1.69 | 5.44 | 5.04 | 0.95 | -0.06 | 6.47 | 8.40 |
| Sharpe Ratio | NA | -0.89 | -2.53 | -1.96 | -0.90 | NA | NA | -0.18 | -0.13 | -0.68 | -0.74 | -4.41 | 0.02 | 0.05 | 1.21 | 2.04 | 0.60 | 1.91 | 2.54 | 0.18 | 0.41 | 1.95 | 1.89 | 0.56 | 0.09 | -2.50 | -0.79 | 2.21 | 3.88 | 0.31 | -0.84 | 2.83 | 2.89 |
| Standard Deviation(%) | NA | 2.68 | 3.07 | 2.37 | 1.80 | NA | NA | 1.55 | 4.65 | 2.60 | 1.66 | 4.12 | 0.00 | 0.02 | 0.69 | 1.53 | 0.01 | 0.39 | 1.05 | 0.00 | 0.00 | 0.57 | 1.34 | 0.00 | 0.00 | 3.10 | 1.64 | 0.98 | 0.74 | 0.02 | 0.90 | 1.89 | 2.11 |
| Draw Down(%) | NA | 3.49 | 18.78 | 18.78 | 18.78 | NA | NA | 18.78 | 0.72 | 3.49 | 2.70 | 18.78 | 0.00 | 0.00 | 0.58 | 0.64 | 0.00 | 0.33 | 0.63 | 0.00 | 0.00 | 0.00 | 1.06 | 0.00 | 0.00 | 7.25 | 3.17 | 1.00 | 0.26 | 0.00 | 1.14 | 1.32 | 1.43 |
| Yield(%) | NA | 3.86 | 2.99 | 1.93 | 1.70 | NA | NA | 0.00 | NA | 2.28 | 4.04 | 2.70 | 0.02 | 0.23 | 1.42 | 3.67 | 0.64 | 0.46 | 1.63 | 0.02 | 0.03 | 0.05 | 1.23 | 0.09 | 0.10 | 2.96 | 3.55 | 3.65 | 3.11 | 0.95 | 1.08 | 3.66 | 5.42 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge No Load (Load Waived) NTF Muni High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-6.06%
Oct 2019 - Oct 2022 |
-2.64%
Feb 2019 - Feb 2024 |
-0.80%
Oct 2012 - Oct 2022 |
-0.73%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge No Load (Load Waived) NTF Muni High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
4.50%
Feb 2001 - Feb 2004 |
3.96%
Feb 2001 - Feb 2006 |
1.92%
Feb 2001 - Feb 2011 |
1.74%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison Chart