Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFAX (RiverSource Int Tax-Exempt A) | NA | 2.69% | 4.36% | 3.79% | 3.66% | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 05/19/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFAX (RiverSource Int Tax-Exempt A) | 05/19/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.69 | 4.36 | 3.79 | 3.66 | NA | NA | … | … | 3.47 | 2.03 | 10.98 | -2.74 | 1.84 | 3.74 | 1.38 | 1.95 | 3.92 | 8.96 | 4.84 | 5.88 | 0.73 |
| Sharpe Ratio | NA | 0.87 | 1.14 | 0.80 | 0.73 | NA | NA | … | … | 2.78 | 0.70 | 3.22 | -0.73 | -0.51 | 0.21 | -0.31 | 0.29 | 0.87 | 2.50 | 1.31 | 1.07 | -1.09 |
| Standard Deviation(%) | NA | 3.00 | 3.67 | 3.33 | 3.19 | NA | NA | … | … | 2.52 | 2.77 | 3.38 | 5.01 | 2.31 | 2.12 | 2.51 | 3.45 | 3.72 | 3.15 | 1.95 | 1.73 | 1.97 |
| Draw Down(%) | NA | 5.52 | 8.96 | 9.01 | 9.01 | NA | NA | … | … | 1.93 | 4.71 | 2.79 | 9.01 | 1.79 | 1.15 | 2.52 | 5.59 | 5.29 | 3.84 | 2.20 | 0.60 | 0.79 |
| Yield(%) | 0.00 | 2.54 | 3.11 | 3.25 | 3.37 | 2.83 | 2.12 | … | … | 0.83 | 3.21 | 3.70 | 3.47 | 3.49 | 3.28 | 3.57 | 2.49 | 3.49 | 3.75 | 3.80 | 3.74 | 2.86 |
Data as of 07/01/2011, Common starting date is 05/19/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFAX (RiverSource Int Tax-Exempt A) |
0.88%
Nov 2005 – Nov 2008 |
1.21%
Dec 2003 – Dec 2008 |
3.38%
Jan 2001 – Jan 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFAX (RiverSource Int Tax-Exempt A) |
7.44%
May 2000 – May 2003 |
5.20%
Oct 1999 – Oct 2004 |
4.29%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart