Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHYBX (RiverSource Tax-Exempt High Income B) | NA | 1.21% | 3.47% | 2.84% | 2.99% | 3.61% | NA | … | … |
Data as of 07/01/2011, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHYBX (RiverSource Tax-Exempt High Income B) | 07/01/1996 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.21 | 3.47 | 2.84 | 2.99 | 3.61 | NA | … | … | 2.99 | 1.01 | 18.15 | -10.41 | 0.33 | 3.66 | 2.40 | 1.45 | 3.66 | 7.53 | 3.38 | 8.51 | -3.34 | 4.65 | 8.47 | 4.29 |
| Sharpe Ratio | NA | 0.28 | 0.64 | 0.37 | 0.42 | NA | NA | … | … | 1.87 | 0.26 | 4.47 | -1.49 | -0.94 | 0.16 | 0.08 | 0.14 | 0.83 | 1.81 | 0.38 | 1.57 | -2.51 | 0.51 | -17.68 | 1.42 |
| Standard Deviation(%) | NA | 4.01 | 5.19 | 4.58 | 3.99 | NA | NA | … | … | 3.22 | 3.58 | 4.04 | 7.57 | 2.87 | 2.25 | 2.82 | 3.65 | 3.58 | 3.55 | 2.81 | 2.85 | 2.61 | 2.63 | 2.63 | 3.67 |
| Draw Down(%) | NA | 8.72 | 14.69 | 16.22 | 16.22 | NA | NA | … | … | 3.41 | 6.74 | 2.94 | 16.22 | 2.97 | 1.53 | 2.61 | 5.91 | 5.10 | 4.39 | 3.10 | 2.55 | 5.15 | 1.50 | 1.80 | 1.34 |
| Yield(%) | 0.00 | 2.82 | 3.26 | 3.27 | 3.38 | 3.91 | 2.94 | … | … | 1.00 | 3.45 | 4.08 | 3.64 | 3.27 | 3.12 | 3.70 | 2.11 | 3.37 | 4.60 | 4.90 | 5.22 | 4.90 | 4.74 | 5.13 | 2.66 |
Data as of 07/01/2011, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHYBX (RiverSource Tax-Exempt High Income B) |
-2.33%
Dec 2005 – Dec 2008 |
-0.65%
Dec 2003 – Dec 2008 |
1.58%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHYBX (RiverSource Tax-Exempt High Income B) |
7.36%
May 2000 – May 2003 |
5.32%
Aug 1996 – Aug 2001 |
4.15%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart