Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMMFX (American Funds Tax-Exempt MD F-2) | NA | 5.25% | 3.64% | 4.17% | NA | NA | NA | 4.77% |
Data as of 06/20/2016, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMMFX (American Funds Tax-Exempt MD F-2) | 08/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 5.25 | 3.64 | 4.17 | NA | NA | NA | 4.77 | 1.51 | -1.12 | 3.21 | -5.64 | 2.49 | 5.86 | -1.17 | 11.53 | -9.57 |
| Sharpe Ratio | NA | 1.59 | 0.13 | 0.38 | NA | NA | NA | 0.24 | 2.83 | -0.95 | 2.49 | -2.19 | 1.41 | 2.49 | -0.48 | 3.76 | -3.45 |
| Standard Deviation(%) | NA | 1.09 | 1.72 | 1.84 | NA | NA | NA | 2.64 | 1.10 | 1.21 | 1.29 | 2.59 | 1.74 | 2.34 | 2.65 | 3.04 | 6.85 |
| Draw Down(%) | NA | 0.87 | 3.75 | 8.12 | NA | NA | NA | 12.30 | 0.87 | 2.78 | 1.31 | 7.23 | 1.79 | 2.17 | 6.04 | 2.48 | 12.30 |
| Yield(%) | 0.00 | 3.26 | 3.29 | 3.45 | 2.78 | 1.85 | 1.39 | 3.97 | 1.36 | 3.22 | 3.49 | 3.17 | 3.41 | 3.77 | 3.45 | 4.21 | 1.37 |
Data as of 06/20/2016, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMMFX (American Funds Tax-Exempt MD F-2) |
1.49%
Nov 2012 - Nov 2015 |
3.12%
Aug 2010 - Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMMFX (American Funds Tax-Exempt MD F-2) |
9.20%
Dec 2008 - Dec 2011 |
6.11%
Dec 2008 - Dec 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart