Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INHYX (RiverSource Tax-Exempt High Income A) | NA | 1.78% | 4.09% | 3.57% | 3.66% | 4.32% | NA | … | … |
Data as of 07/01/2011, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INHYX (RiverSource Tax-Exempt High Income A) | 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 | 1.78 | 4.09 | 3.57 | 3.66 | 4.32 | NA | … | … | 3.16 | 1.50 | 19.05 | -9.48 | 1.06 | 4.44 | 2.96 | 2.17 | 4.36 | 7.84 | 3.97 | 9.54 | -2.63 | 5.46 | 9.26 | 4.70 |
| Sharpe Ratio | NA | 0.41 | 0.75 | 0.52 | 0.58 | NA | NA | … | … | 1.90 | 0.37 | 4.62 | -1.38 | -0.69 | 0.47 | 0.27 | 0.34 | 1.04 | 1.97 | 0.56 | 1.90 | -2.15 | 0.78 | -17.10 | 1.68 |
| Standard Deviation(%) | NA | 4.20 | 5.24 | 4.62 | 4.01 | NA | NA | … | … | 3.36 | 3.81 | 4.10 | 7.52 | 2.85 | 2.47 | 2.94 | 3.62 | 3.54 | 3.43 | 2.97 | 2.89 | 2.73 | 2.75 | 2.68 | 3.62 |
| Draw Down(%) | NA | 8.55 | 14.49 | 15.57 | 15.57 | NA | NA | … | … | 3.41 | 6.61 | 2.87 | 15.57 | 2.92 | 1.38 | 2.33 | 6.11 | 4.98 | 4.39 | 3.04 | 2.50 | 4.85 | 1.49 | 1.72 | 1.34 |
| Yield(%) | 0.00 | 3.39 | 3.92 | 3.96 | 4.02 | 4.59 | 3.44 | … | … | 1.17 | 4.18 | 4.95 | 4.36 | 3.97 | 3.87 | 4.46 | 2.60 | 4.04 | 4.90 | 5.69 | 5.95 | 5.61 | 5.50 | 5.86 | 3.06 |
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 |
|---|---|---|---|---|
| INHYX (RiverSource Tax-Exempt High Income A) |
-1.51%
Dec 2005 – Dec 2008 |
0.10%
Dec 2003 – Dec 2008 |
2.29%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INHYX (RiverSource Tax-Exempt High Income A) |
8.01%
May 2000 – May 2003 |
6.11%
Aug 1996 – Aug 2001 |
4.86%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart