Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMZAX (MuniYield Arizona Fund Inc) | NA | -1.53% | 4.46% | 3.38% | 2.89% | 1.90% | 1.67% | … | … |
Data as of 01/07/2022, Common starting date is 11/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMZAX (MuniYield Arizona Fund Inc) | 11/19/1998 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.53 | 4.46 | 3.38 | 2.89 | 1.90 | 1.67 | … | … | 0.00 | -0.94 | 4.21 | 11.97 | 0.05 | 3.51 | -4.15 | 0.53 | 17.67 | -5.82 | 6.39 | 11.09 | -3.39 | 28.24 | -23.91 | -5.95 | 0.21 | -3.55 | 0.00 | 1.15 | 7.73 | 1.72 | 9.77 | -11.94 | 0.29 |
| Sharpe Ratio | NA | -0.49 | 0.47 | 0.40 | 0.46 | NA | NA | … | … | NA | -0.56 | 0.28 | 2.86 | -0.60 | 1.10 | -1.11 | 0.17 | 6.45 | -0.97 | 1.67 | 2.06 | -0.61 | 4.02 | -1.77 | -2.00 | -0.89 | -1.45 | -0.18 | 0.08 | 1.41 | -0.18 | 1.61 | -4.01 | -0.13 |
| Standard Deviation(%) | NA | 3.20 | 8.40 | 6.69 | 5.54 | NA | NA | … | … | NA | 2.59 | 13.96 | 3.68 | 2.12 | 2.63 | 3.91 | 3.00 | 2.74 | 6.02 | 3.84 | 5.37 | 5.69 | 7.00 | 13.97 | 4.51 | 3.46 | 3.95 | 5.33 | 5.42 | 4.69 | 3.35 | 3.56 | 3.78 | 3.64 |
| Draw Down(%) | NA | 3.49 | 20.26 | 20.26 | 20.26 | NA | NA | … | … | NA | 3.83 | 20.26 | 2.95 | 3.02 | 1.66 | 9.69 | 4.60 | 1.86 | 13.59 | 3.46 | 6.01 | 12.13 | 5.58 | 31.48 | 7.82 | 4.20 | 6.64 | 9.51 | 8.91 | 6.04 | 5.37 | 5.46 | 13.15 | 1.62 |
| Yield(%) | 0.00 | 1.84 | 3.36 | 3.27 | 2.84 | 1.89 | 1.49 | … | … | 0.00 | 1.84 | 3.97 | 3.90 | 4.40 | 2.17 | 0.00 | 0.47 | 6.25 | 5.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.84 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2022, Common starting date is 11/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMZAX (MuniYield Arizona Fund Inc) |
-10.49%
Dec 2005 – Dec 2008 |
-7.11%
Dec 2003 – Dec 2008 |
-2.95%
Dec 1998 – Dec 2008 |
0.14%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMZAX (MuniYield Arizona Fund Inc) |
11.23%
Dec 2008 – Dec 2011 |
6.64%
Dec 2008 – Dec 2013 |
4.94%
Dec 2008 – Dec 2018 |
2.40%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
