Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCTEX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND – INSTITUTIONAL CLASS SHARES) | NA | -6.20% | 0.04% | 1.08% | NA | NA | NA | … | … |
Data as of 09/16/2022, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCTEX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND – INSTITUTIONAL CLASS SHARES) | 01/02/2014 | 09/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.20 | 0.04 | 1.08 | NA | NA | NA | … | … | -5.91 | -2.59 | 3.80 | 5.71 | -0.06 | 2.25 | -0.43 | 1.28 | 3.11 |
| Sharpe Ratio | NA | -2.30 | -0.07 | 0.08 | NA | NA | NA | … | … | -2.65 | -0.91 | 0.46 | 2.56 | -1.08 | 1.22 | -0.40 | 1.01 | 2.20 |
| Standard Deviation(%) | NA | 2.96 | 4.83 | 3.85 | NA | NA | NA | … | … | 3.43 | 2.87 | 7.69 | 1.69 | 1.28 | 1.33 | 1.60 | 1.23 | 1.41 |
| Draw Down(%) | NA | 10.20 | 11.07 | 11.07 | NA | NA | NA | … | … | 9.89 | 3.45 | 11.07 | 2.17 | 1.55 | 1.16 | 3.59 | 1.49 | 0.97 |
| Yield(%) | 0.00 | 3.68 | 2.68 | 2.16 | 1.59 | 1.06 | 0.80 | … | … | 1.01 | 3.34 | 2.18 | 2.30 | 1.25 | 0.94 | 1.45 | 0.58 | 2.50 |
Data as of 09/16/2022, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCTEX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND – INSTITUTIONAL CLASS SHARES) |
-0.50%
Aug 2019 – Aug 2022 |
0.81%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCTEX (ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND ROCKEFELLER INTERMEDIATE TAX EXEMPT NATIONAL BOND FUND – INSTITUTIONAL CLASS SHARES) |
4.36%
Jul 2018 – Jul 2021 |
2.98%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart