Performance Comparison
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