Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SENJX (STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A) | -0.06% | 2.80% | 1.52% | 0.26% | 1.44% | 1.82% | 2.33% | 2.18% |
Data as of 05/30/2025, AR inception is 08/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SENJX (STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A) | 08/28/1998 | 05/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.80 | 1.52 | 0.26 | 1.44 | 1.82 | 2.33 | 2.18 | -0.06 | 0.39 | 4.16 | -5.80 | -0.11 | 3.65 | 5.47 | 1.04 | 3.68 | -0.15 | 1.89 | 3.79 | -1.24 | 3.35 | 7.63 | 2.89 | 7.74 | 1.60 | 4.03 | 3.30 | 0.78 | 1.53 | -0.95 | 3.15 | 0.79 | 3.59 | -0.35 | 1.76 |
| Sharpe Ratio | NA | -0.38 | -0.63 | -0.73 | -0.02 | NA | NA | 0.25 | -1.03 | -2.51 | -0.03 | -2.48 | -0.11 | 0.53 | 2.73 | -0.19 | 1.65 | -0.16 | 1.07 | 2.45 | -0.59 | 1.73 | 3.49 | 1.17 | 2.50 | 0.16 | 0.51 | 0.02 | -0.64 | 0.17 | -0.48 | 0.69 | -0.81 | -0.39 | -1.83 | 0.99 |
| Standard Deviation(%) | NA | 3.76 | 3.11 | 2.62 | 2.98 | NA | NA | 2.69 | 4.90 | 2.47 | 2.82 | 2.91 | 1.19 | 6.38 | 1.49 | 1.39 | 1.86 | 2.15 | 1.74 | 1.54 | 2.15 | 1.92 | 2.18 | 2.39 | 3.07 | 4.14 | 2.04 | 2.00 | 2.18 | 3.51 | 3.42 | 2.96 | 1.91 | 1.29 | 1.96 | 2.28 |
| Draw Down(%) | NA | 4.13 | 5.09 | 9.98 | 10.18 | NA | NA | 10.18 | 3.80 | 2.34 | 4.61 | 9.32 | 1.47 | 10.18 | 1.60 | 1.74 | 1.77 | 4.47 | 2.51 | 1.23 | 4.03 | 1.63 | 2.09 | 3.77 | 2.86 | 7.01 | 1.75 | 1.30 | 2.36 | 6.07 | 5.26 | 4.09 | 3.52 | 2.04 | 2.82 | 1.29 |
| Yield(%) | 0.00 | 2.17 | 1.98 | 1.76 | 1.97 | 2.24 | 2.55 | 2.31 | 0.75 | 2.02 | 1.97 | 1.63 | 1.65 | 1.88 | 2.13 | 1.97 | 2.00 | 2.19 | 2.43 | 2.51 | 2.48 | 3.05 | 3.13 | 3.48 | 3.36 | 3.25 | 3.34 | 3.43 | 3.00 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 3.32 | 1.15 |
Data as of 05/30/2025, AR inception is 08/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SENJX (STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A) |
-2.19%
Oct 2020 - Oct 2023 |
0.04%
Oct 2017 - Oct 2022 |
0.82%
Oct 2012 - Oct 2022 |
1.86%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SENJX (STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A) |
6.19%
Sep 2008 - Sep 2011 |
5.18%
Jul 2007 - Jul 2012 |
3.80%
Jun 2006 - Jun 2016 |
3.23%
Jan 2006 - Jan 2021 |
Annualized Rolling Returns Comparison Chart