Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Etrade Muni Bond Funds | NA | 4.56% | -0.05% | 0.64% | 2.39% | 3.53% | 4.11% | 4.50% |
Data as of 10/31/2024, AR inception is 03/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Etrade Muni Bond Funds | 03/01/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 4.56 | -0.05 | 0.64 | 2.39 | 3.53 | 4.11 | 4.50 | NA | 69.91 | -0.35 | -5.03 | 7.09 | -2.89 | 8.36 | 1.24 | 5.49 | 1.41 | 3.85 | 9.52 | -2.92 | 13.66 | 6.33 | 3.48 | 17.33 | 0.06 | 0.04 | 6.87 | 6.28 | 6.64 | 5.86 | 5.39 |
| Sharpe Ratio | NA | 1.65 | 0.59 | 0.47 | 0.45 | NA | NA | 0.63 | 0.02 | 1.64 | -2.20 | -3.83 | 3.74 | -0.40 | 3.66 | -0.04 | 2.60 | 0.41 | 1.71 | 5.21 | -0.83 | 5.78 | 2.85 | 1.00 | 5.80 | -0.33 | -1.12 | 1.76 | 1.95 | 2.03 | 1.47 | 1.31 |
| Standard Deviation(%) | NA | 38.52 | 22.37 | 17.68 | 12.60 | NA | NA | 8.59 | 0.00 | 38.52 | 2.09 | 1.67 | 1.89 | 7.85 | 1.90 | 2.01 | 1.87 | 2.94 | 2.24 | 1.82 | 3.57 | 2.35 | 2.21 | 3.41 | 2.97 | 2.61 | 2.64 | 2.05 | 2.11 | 2.81 | 3.52 | 3.40 |
| Draw Down(%) | NA | 2.37 | 6.40 | 14.69 | 14.69 | NA | NA | 14.69 | 0.00 | 2.37 | 3.76 | 6.84 | 1.81 | 14.69 | 1.20 | 1.78 | 1.07 | 6.00 | 2.11 | 0.77 | 7.97 | 1.90 | 1.66 | 6.29 | 2.80 | 5.16 | 4.15 | 0.92 | 1.15 | 3.17 | 5.30 | 3.75 |
| Yield(%) | NA | 3.73 | 3.41 | 3.24 | 3.56 | NA | NA | 3.92 | NA | 1.10 | 4.33 | 1.94 | 4.16 | 1.87 | 4.03 | 4.25 | 2.93 | 3.88 | 4.08 | 3.70 | 2.83 | 4.79 | 2.60 | 4.99 | 4.39 | 1.68 | 4.50 | 5.05 | 5.08 | 5.31 | 4.78 | 3.95 |
Data as of 10/31/2024, AR inception is 03/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade Muni Bond Funds |
-1.03%
Feb 2020 - Feb 2023 |
0.27%
May 2019 - May 2024 |
2.27%
May 2014 - May 2024 |
3.50%
Sep 2009 - Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Etrade Muni Bond Funds |
17.16%
Dec 2021 - Dec 2024 |
10.83%
Dec 2019 - Dec 2024 |
7.38%
Dec 2014 - Dec 2024 |
6.87%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison Chart