Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TTRSX (Tamarack Tax-Free Income S) | NA | 0.19% | 1.54% | 1.17% | 3.13% | NA | NA | 3.73% |
Data as of 08/21/2009, AR inception is 06/21/1996
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TTRSX (Tamarack Tax-Free Income S) | 06/21/1996 | 08/21/2009 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 0.19 | 1.54 | 1.17 | 3.13 | NA | NA | 3.73 | 5.49 | -2.83 | 3.19 | 0.27 | 0.73 | -1.13 | 3.03 | 9.02 | 3.64 | 10.90 | -3.06 | 5.41 | 8.78 | 6.13 |
Sharpe Ratio | NA | -0.01 | -0.05 | -0.24 | 0.33 | NA | NA | -0.26 | 2.61 | -0.89 | 0.08 | -0.80 | -0.51 | -0.43 | 0.60 | 2.39 | 0.49 | 2.63 | -0.28 | 0.74 | -13.27 | 1.86 |
Standard Deviation(%) | NA | 4.36 | 3.73 | 3.57 | 3.48 | NA | NA | 7.04 | 3.30 | 4.20 | 2.26 | 3.78 | 2.83 | 4.84 | 3.90 | 3.32 | 2.74 | 2.60 | 22.27 | 2.81 | 3.49 | 4.56 |
Draw Down(%) | NA | 7.74 | 7.74 | 7.74 | 7.74 | NA | NA | 18.61 | 2.21 | 7.74 | 1.70 | 3.74 | 3.00 | 6.99 | 5.70 | 4.10 | 4.01 | 2.98 | 18.61 | 1.84 | 2.22 | 1.96 |
Yield(%) | 0.00 | 4.21 | 3.88 | 3.59 | 3.87 | 3.70 | 2.77 | 4.27 | 2.02 | 4.49 | 4.05 | 3.69 | 3.58 | 2.59 | 2.68 | 3.47 | 4.04 | 5.28 | 5.13 | 5.17 | 4.95 | 3.05 |
Data as of 08/21/2009, 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 |
---|---|---|---|---|
TTRSX (Tamarack Tax-Free Income S) |
-0.68%
May 2003 - May 2006 |
-0.12%
Nov 2003 - Nov 2008 |
2.28%
Dec 1998 - Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TTRSX (Tamarack Tax-Free Income S) |
9.05%
May 2000 - May 2003 |
6.11%
Aug 1996 - Aug 2001 |
4.20%
Aug 1996 - Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart