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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TMMDX (American Funds Tax-Exempt MD A) NA 5.12% 3.52% 4.03% 3.72% 3.95% NA 3.65%
Data as of 06/20/2016, AR inception is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
TMMDX (American Funds Tax-Exempt MD A) 06/21/1996 06/20/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.31 5.12 3.52 4.03 3.72 3.95 NA 3.65 1.51 -1.12 3.21 -5.64 2.49 5.86 -1.17 11.53 -11.20 -3.36 0.12 -0.86 -0.06 0.75 3.68 0.45 2.93 -6.83 0.25 2.88 2.90
Sharpe Ratio NA 1.59 0.13 0.38 -0.16 NA NA -1.35 2.83 -0.95 2.49 -2.19 1.41 2.49 -0.48 3.76 -2.32 -2.87 -2.20 -1.59 -0.33 0.02 1.06 -1.03 -0.70 -5.94 -1.66 -21.94 0.66
Standard Deviation(%) NA 1.09 1.72 1.84 2.65 NA NA 2.46 1.10 1.21 1.29 2.59 1.74 2.34 2.65 3.04 5.21 2.24 1.44 1.91 3.03 2.87 2.43 1.86 1.59 1.69 1.84 2.38 3.15
Draw Down(%) NA 0.87 3.75 8.12 16.70 NA NA 18.86 0.87 2.78 1.31 7.23 1.79 2.17 6.04 2.48 15.12 4.78 2.24 2.51 5.44 5.18 3.08 3.32 2.51 7.47 2.22 2.54 2.12
Yield(%) 0.00 3.14 3.17 3.31 3.46 3.73 3.22 3.39 1.31 3.11 3.33 3.06 3.26 3.59 3.27 4.03 3.86 4.01 3.85 3.84 3.93 3.83 4.54 4.58 5.05 0.00 0.00 0.00 0.00
Data as of 06/20/2016, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMMDX (American Funds Tax-Exempt MD A) -1.47%
Jan 1997 - Jan 2000
0.73%
Dec 2003 - Dec 2008
2.23%
Nov 1998 - Nov 2008
3.24%
Jul 1996 - Jul 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMMDX (American Funds Tax-Exempt MD A) 9.01%
Dec 2008 - Dec 2011
6.36%
Jan 2000 - Jan 2005
4.64%
Feb 2000 - Feb 2010
4.52%
Jan 2000 - Jan 2015
Annualized Rolling Returns Comparison Chart