Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USSTX (TAX EXEMPT SHORT-TERM FUND TAX EXEMPT SHORT-TERM FUND SHARES) | 1.85% | 3.57% | 3.04% | 1.54% | 1.57% | 1.69% | 2.17% | 3.93% |
Data as of 07/16/2025, AR inception is 04/22/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USSTX (TAX EXEMPT SHORT-TERM FUND TAX EXEMPT SHORT-TERM FUND SHARES) | 04/22/1982 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.57 | 3.04 | 1.54 | 1.57 | 1.69 | 2.17 | 3.93 | 1.85 | 2.88 | 4.39 | -4.11 | 1.28 | 2.40 | 2.67 | 1.77 | 1.82 | 0.08 | 0.59 | 1.53 | 0.64 | 2.53 | 4.43 | 2.72 | 6.88 | 1.33 | 3.30 | 3.54 | 2.05 | 1.53 | 2.46 | 5.38 | 5.10 | 6.05 | 1.68 | 4.97 | 5.86 | 4.46 | 8.12 | 0.83 | 5.51 | 5.95 | 7.69 | 5.86 | 7.41 | 6.06 | 2.44 | 8.69 | 9.52 | 7.68 | 6.41 | 5.98 |
| Sharpe Ratio | NA | 0.24 | -0.12 | -0.24 | 0.09 | NA | NA | 0.67 | 0.24 | -2.40 | 0.07 | -2.62 | 1.35 | 0.62 | 1.57 | 0.44 | 1.47 | -0.15 | 0.70 | 2.13 | 0.67 | 2.97 | 4.42 | 2.19 | 4.29 | 0.19 | 0.23 | 0.20 | -0.11 | 0.41 | 1.37 | 2.66 | 1.76 | 1.26 | -1.04 | 0.98 | 1.37 | 0.50 | 2.13 | -1.05 | 2.09 | 2.10 | 1.93 | 0.28 | 0.86 | 0.71 | -0.39 | 1.66 | 1.43 | 0.38 | 0.11 | 0.35 |
| Standard Deviation(%) | NA | 2.44 | 2.07 | 1.84 | 1.78 | NA | NA | 1.98 | 3.02 | 1.55 | 1.91 | 2.10 | 0.93 | 3.46 | 0.81 | 1.03 | 0.81 | 0.88 | 0.79 | 0.71 | 0.90 | 0.84 | 0.99 | 1.21 | 1.58 | 2.12 | 1.37 | 1.32 | 1.13 | 1.44 | 1.28 | 1.60 | 1.61 | 1.55 | 1.48 | 1.68 | 1.70 | 1.91 | 2.01 | 2.02 | 1.64 | 1.68 | 2.03 | 2.13 | 1.97 | 1.95 | 4.02 | 2.71 | 3.01 | 2.49 | 2.94 | 5.49 |
| Draw Down(%) | NA | 1.95 | 3.49 | 6.78 | 6.78 | NA | NA | 6.78 | 1.95 | 0.88 | 1.60 | 6.53 | 0.84 | 6.02 | 0.61 | 0.71 | 0.48 | 1.27 | 0.52 | 0.28 | 1.04 | 0.46 | 0.46 | 1.08 | 0.47 | 2.85 | 0.57 | 0.38 | 0.37 | 1.96 | 1.24 | 1.38 | 1.07 | 0.50 | 0.87 | 0.74 | 0.56 | 1.02 | 0.85 | 2.22 | 0.93 | 0.85 | 0.39 | 0.68 | 0.48 | 0.67 | 2.96 | 0.75 | 1.05 | 0.51 | 0.77 | 2.79 |
| Yield(%) | 0.00 | 2.44 | 2.58 | 2.01 | 1.84 | 1.91 | 2.31 | 3.95 | 0.95 | 2.90 | 2.81 | 1.81 | 1.18 | 1.51 | 1.79 | 1.94 | 1.52 | 1.59 | 1.52 | 1.62 | 1.84 | 2.14 | 2.68 | 2.43 | 3.57 | 4.28 | 3.71 | 3.57 | 3.32 | 2.52 | 2.25 | 3.79 | 4.18 | 4.66 | 4.44 | 4.58 | 4.60 | 4.63 | 4.86 | 4.27 | 4.37 | 4.95 | 5.92 | 6.44 | 6.51 | 6.00 | 5.62 | 6.18 | 7.00 | 7.14 | 6.84 | 5.77 |
Data as of 07/16/2025, AR inception is 04/22/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSTX (TAX EXEMPT SHORT-TERM FUND TAX EXEMPT SHORT-TERM FUND SHARES) |
-0.78%
Oct 2019 - Oct 2022 |
0.30%
Oct 2017 - Oct 2022 |
0.64%
Oct 2012 - Oct 2022 |
1.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSTX (TAX EXEMPT SHORT-TERM FUND TAX EXEMPT SHORT-TERM FUND SHARES) |
8.72%
Aug 1982 - Aug 1985 |
7.44%
Jun 1982 - Jun 1987 |
7.06%
Sep 1982 - Sep 1992 |
6.33%
Sep 1982 - Sep 1997 |
Annualized Rolling Returns Comparison Chart