Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MUNUX 2.12% NA NA NA NA NA NA
Data as of 06/17/2026, Common starting date is 01/08/2026
More Performance Analytics Comparison
Name Start Date End Date
MUNUX 01/08/2026 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) 0.48 NA NA NA NA NA NA 2.12
Sharpe Ratio NA NA NA NA NA NA NA 0.32
Standard Deviation(%) NA NA NA NA NA NA NA 4.71
Draw Down(%) NA NA NA NA NA NA NA 3.27
Yield(%) 0.00 2.15 0.72 0.43 0.21 0.14 0.11 2.15
Data as of 06/17/2026, Common starting date is 01/08/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUNUX (MUNUX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUNUX (MUNUX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return