Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/31/2010.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| RBHFX (American Funds High-Inc Muni Bond R5) | 2.60% | NA | 16.80% | -0.61% | 2.01% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBHFX (American Funds High-Inc Muni Bond R5) | 08/08/2002 | 03/31/2010 |
The return data shown below all have the same latest date: 03/31/2010.
AR inception is since 08/08/2002.
AR inception is since 08/08/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.80 | -0.61 | 2.01 | NA | NA | NA | 2.60 | 1.10 | 22.10 | -19.20 | -0.54 | 6.61 | 4.94 | 5.50 | 2.91 | -0.65 |
| Sharpe Ratio | NA | 6.17 | -0.36 | 0.05 | NA | NA | NA | 0.26 | 5.45 | 6.29 | -3.11 | -1.36 | 1.69 | 1.38 | 1.75 | 0.93 | -1.09 |
| Standard Deviation(%) | NA | 2.71 | 4.62 | 3.80 | NA | NA | NA | 3.38 | 0.84 | 3.50 | 6.44 | 2.63 | 1.97 | 2.01 | 2.61 | 2.39 | 2.42 |
| Draw Down(%) | NA | 2.81 | 21.44 | 21.44 | NA | NA | NA | 21.44 | 0.15 | 2.81 | 21.10 | 3.54 | 0.96 | 1.22 | 3.37 | 3.93 | 2.79 |
| Yield(%) | 0.00 | 2.36 | 3.58 | 4.15 | 2.77 | 1.85 | 1.39 | 3.96 | 0.00 | 3.47 | 4.92 | 4.67 | 4.69 | 4.57 | 4.33 | 1.63 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBHFX (American Funds High-Inc Muni Bond R5) |
-5.02%
Dec 2005 - Dec 2008 |
-1.05%
Dec 2003 - Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBHFX (American Funds High-Inc Muni Bond R5) |
6.39%
Aug 2003 - Aug 2006 |
4.23%
Jan 2003 - Jan 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart