Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) -1.92% 0.76% 1.72% 1.32% 1.94% 2.90% 3.17% 5.61%
More Performance Analytics Comparison
Name Start Date End Date
USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) 04/22/1982 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/22/1982.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 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 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982
Annualized Return (%) 0.33 0.76 1.72 1.32 1.94 2.90 3.17 5.61 -1.92 2.02 5.63 -8.11 2.12 4.67 7.02 1.24 5.75 -0.51 2.80 7.37 -1.04 7.21 10.18 2.48 18.24 -7.34 1.56 4.56 3.11 4.27 4.77 7.02 5.54 9.84 -2.63 6.31 9.39 4.51 15.08 -4.02 11.47 8.50 11.13 6.73 9.24 8.71 0.91 13.22 16.43 8.83 9.65 16.28
Sharpe Ratio NA -0.95 -0.60 -0.36 0.07 NA NA 0.76 -0.93 -1.69 0.42 -2.65 1.38 0.64 3.21 -0.05 2.45 -0.27 1.59 4.64 -0.37 3.63 4.15 0.89 5.30 -1.40 -0.55 0.58 0.40 1.03 1.34 2.30 1.38 2.47 -2.38 1.11 2.12 0.24 3.04 -1.48 3.00 2.26 3.00 0.47 1.30 1.33 -0.65 1.60 1.76 0.32 0.47 1.40
Standard Deviation(%) NA 5.89 4.36 3.60 3.60 NA NA 4.00 9.64 2.70 3.30 3.59 1.51 6.96 1.75 1.62 2.10 2.62 1.75 1.59 2.88 1.99 2.45 2.68 3.42 5.86 2.62 2.25 2.33 3.24 3.04 2.57 2.37 2.33 2.46 2.69 2.75 4.14 3.70 4.73 3.12 2.69 2.45 3.09 2.72 3.02 4.76 5.64 6.38 6.51 7.54 12.37
Draw Down(%) NA 5.82 6.47 12.51 12.51 NA NA 12.51 5.22 1.97 4.60 12.10 1.78 10.83 1.38 1.78 1.27 6.17 1.72 1.02 5.42 1.53 2.22 4.66 2.07 11.88 2.85 1.39 2.25 4.49 4.23 2.75 2.57 2.35 4.58 1.56 1.62 3.77 1.94 8.09 2.72 2.16 0.99 2.41 1.66 1.92 9.04 2.40 2.52 4.69 2.67 2.93
Yield(%) 0.00 2.23 2.82 2.69 2.83 3.28 3.47 6.16 0.00 3.02 3.31 2.66 2.38 2.75 2.99 2.99 3.22 3.12 3.40 3.55 3.56 3.81 4.40 4.07 5.17 4.63 4.03 4.23 4.32 4.47 4.30 4.35 5.21 5.54 5.10 5.26 5.56 5.55 5.93 5.40 6.57 6.07 6.74 6.89 7.09 7.19 6.77 7.74 8.98 8.95 8.92 8.37
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) -1.81%
Oct 2020 - Oct 2023 		0.55%
Oct 2017 - Oct 2022 		1.69%
Oct 2012 - Oct 2022 		2.97%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USATX (TAX EXEMPT INTERMEDIATE-TERM FUND TAX EXEMPT INTERMEDIATE-TERM FUND SHARES) 14.38%
Jun 1982 - Jun 1985 		12.02%
Jun 1982 - Jun 1987 		10.17%
Jun 1982 - Jun 1992 		9.03%
Jun 1982 - Jun 1997
Annualized Rolling Returns Comparison Chart