Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMMDX (American Funds Tax-Exempt MD A) | NA | 5.12% | 3.52% | 4.03% | 3.72% | 3.95% | NA | … | … |
Data as of 06/20/2016, Common starting date 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 | Common | 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 | … | … | 2.84 | 2.03 | 6.61 | -2.62 | 5.81 | 9.64 | 2.06 | 15.77 | -7.55 | 0.65 | 4.07 | 3.02 | 3.95 | 4.65 | 8.39 | 5.10 | 8.22 | -6.83 | 0.25 | 2.88 | 2.90 |
| Sharpe Ratio | NA | 3.38 | 1.77 | 1.93 | 1.08 | NA | NA | … | … | 4.09 | 1.31 | 4.22 | -0.96 | 2.89 | 3.77 | 0.69 | 4.84 | -1.58 | -0.99 | 0.35 | 0.36 | 0.92 | 1.27 | 2.68 | 1.20 | 1.85 | -6.02 | -1.74 | -0.33 | 0.61 |
| Standard Deviation(%) | NA | 1.46 | 1.95 | 2.07 | 2.85 | NA | NA | … | … | 1.48 | 1.53 | 1.56 | 2.76 | 2.01 | 2.55 | 2.85 | 3.24 | 5.39 | 2.54 | 1.86 | 2.12 | 3.22 | 3.10 | 2.71 | 2.23 | 2.16 | 1.69 | 1.84 | 2.38 | 3.15 |
| Draw Down(%) | NA | 0.63 | 2.98 | 6.14 | 11.94 | NA | NA | … | … | 0.63 | 1.63 | 1.03 | 6.14 | 1.79 | 2.17 | 5.16 | 2.30 | 11.94 | 3.28 | 0.87 | 1.85 | 4.80 | 4.60 | 3.08 | 2.96 | 2.10 | 7.47 | 2.22 | 2.54 | 2.12 |
| Yield(%) | 0.00 | 3.14 | 3.17 | 3.31 | 3.46 | 3.73 | 3.22 | … | … | 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, Common starting date 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