Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNDPX (DIVERSIFIED MUNICIPAL PORTFOLIO DIVERSIFIED MUNICIPAL CLASS) | 0.69% | 5.06% | 3.66% | 1.36% | 1.93% | 2.20% | 2.69% | … | … |
Data as of 06/04/2026, Common starting date is 01/20/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNDPX (DIVERSIFIED MUNICIPAL PORTFOLIO DIVERSIFIED MUNICIPAL CLASS) | 01/20/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.06 | 3.66 | 1.36 | 1.93 | 2.20 | 2.69 | … | … | 0.69 | 4.53 | 2.26 | 5.08 | -5.78 | 1.38 | 4.14 | 5.64 | 1.15 | 2.84 | -0.33 | 2.01 | 4.38 | -1.21 | 3.05 | 7.07 | 2.40 | 6.77 | 1.94 | 4.05 | 2.83 | 1.38 | 2.59 | 3.95 | 6.21 | 5.48 | 7.68 | 0.08 | 4.62 | 6.83 | 3.48 | 12.84 | -2.50 | 7.90 | 5.69 | 9.93 | 6.74 | 6.89 |
| Sharpe Ratio | NA | 1.30 | 0.21 | -0.49 | 0.10 | NA | NA | … | … | -0.57 | 0.57 | -0.61 | 0.60 | -2.67 | 1.21 | 0.66 | 2.92 | -0.19 | 1.51 | -0.32 | 1.27 | 3.03 | -0.62 | 1.90 | 3.95 | 1.25 | 2.93 | 0.30 | 0.53 | -0.37 | -0.49 | 0.60 | 1.33 | 2.47 | 1.73 | 2.05 | -1.95 | 0.64 | 1.45 | -0.05 | 2.97 | -1.63 | 2.59 | 1.34 | 2.89 | 0.56 | 0.59 |
| Standard Deviation(%) | NA | 1.73 | 2.51 | 2.40 | 2.69 | NA | NA | … | … | 2.05 | 2.89 | 2.24 | 2.41 | 2.71 | 1.12 | 5.89 | 1.43 | 1.27 | 1.45 | 1.73 | 1.56 | 1.44 | 2.03 | 1.59 | 1.78 | 1.85 | 2.28 | 3.24 | 1.69 | 1.59 | 1.77 | 2.70 | 2.44 | 2.05 | 1.78 | 1.69 | 1.68 | 1.80 | 2.17 | 3.48 | 2.98 | 3.41 | 2.21 | 2.37 | 2.07 | 2.19 | 2.32 |
| Draw Down(%) | NA | 2.25 | 3.06 | 9.07 | 9.57 | NA | NA | … | … | 2.25 | 3.06 | 1.68 | 3.23 | 8.72 | 1.30 | 9.57 | 1.43 | 1.35 | 1.55 | 3.88 | 1.92 | 0.95 | 3.90 | 1.39 | 1.60 | 2.89 | 2.28 | 5.47 | 1.25 | 1.11 | 1.60 | 4.25 | 3.50 | 2.40 | 1.97 | 1.43 | 1.68 | 1.08 | 1.38 | 3.28 | 1.62 | 5.53 | 1.66 | 2.03 | 1.62 | 1.18 | 1.23 |
| Yield(%) | 0.00 | 2.67 | 2.87 | 2.38 | 2.28 | 2.38 | 2.68 | … | … | 0.69 | 3.13 | 3.01 | 2.71 | 1.99 | 1.77 | 2.21 | 2.41 | 2.44 | 1.92 | 1.97 | 2.05 | 2.52 | 2.51 | 2.89 | 3.17 | 3.39 | 3.32 | 2.99 | 3.32 | 2.92 | 3.05 | 3.11 | 3.40 | 3.38 | 4.31 | 4.27 | 4.07 | 4.39 | 4.60 | 4.47 | 5.07 | 4.53 | 4.68 | 5.23 | 5.71 | 5.87 | 5.65 |
Data as of 06/04/2026, Common starting date is 01/20/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNDPX (DIVERSIFIED MUNICIPAL PORTFOLIO DIVERSIFIED MUNICIPAL CLASS) |
-1.09%
Oct 2020 – Oct 2023 |
0.56%
Oct 2017 – Oct 2022 |
1.06%
Oct 2012 – Oct 2022 |
2.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNDPX (DIVERSIFIED MUNICIPAL PORTFOLIO DIVERSIFIED MUNICIPAL CLASS) |
8.87%
Sep 1990 – Sep 1993 |
7.30%
Feb 1989 – Feb 1994 |
6.37%
Mar 1989 – Mar 1999 |
5.81%
Mar 1989 – Mar 2004 |
Annualized Rolling Returns Comparison Chart