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SWFRX: WISCONSIN TAX-FREE FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/23/2001 |
| Last Dividend Date: | 09/30/2015 |
| 12-Mo. Yield | 3.18% |
| Expenses | 0.73% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/23/2001 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -1.2 | -0.8 | 0.2 | 0.4 | 0.4 | -0.2 | 3.1 | -4.5 | 1.6 | 4.0 | -0.4 | 6.0 | -5.3 | -0.6 | 0.4 | -0.7 | -1.4 | 1.0 | 5.1 | -1.6 |
| Sharpe Ratio | NA | -0.7 | -0.45 | 0.1 | -0.19 | -0.22 | -0.17 | 1.75 | -2.02 | 1.09 | 2.26 | -0.28 | 2.19 | -1.4 | -1.94 | -1.67 | -1.43 | -0.8 | 0.1 | 1.48 | -2.32 |
| Draw Down(%) | NA | 2.2 | 6.3 | 6.3 | 9.6 | 12.4 | 2.2 | 1.8 | 5.5 | 1.6 | 1.5 | 3.7 | 2.4 | 9.6 | 2.7 | 2.4 | 2.5 | 5.0 | 5.3 | 3.3 | 3.5 |
| Standard Deviation(%) | NA | 1.7 | 1.8 | 1.8 | 2.3 | 2.4 | 1.3 | 1.8 | 2.2 | 1.4 | 1.8 | 1.7 | 2.7 | 4.5 | 1.9 | 1.8 | 2.0 | 3.0 | 3.2 | 2.7 | 2.7 |
| Treynor Ratio | NA | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.06 | -0.07 | 0.03 | 0.07 | -0.01 | 0.09 | -0.08 | -0.06 | -0.05 | -0.04 | -0.04 | 0.0 | 0.06 | -0.11 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 0.53 | 0.59 | 0.59 | 0.68 | 0.68 | 0.52 | 0.55 | 0.63 | 0.53 | 0.57 | 0.53 | 0.66 | 0.83 | 0.66 | 0.61 | 0.68 | 0.64 | 0.83 | 0.66 | 0.55 |
| RSquared | NA | 0.35 | 0.54 | 0.6 | 0.68 | 0.64 | 0.54 | 0.31 | 0.68 | 0.6 | 0.6 | 0.7 | 0.6 | 0.89 | 0.61 | 0.52 | 0.59 | 0.59 | 0.61 | 0.52 | 0.44 |
| Yield(%) | N/A | 3.2 | 3.1 | 3.2 | 3.5 | N/A | 1.6 | 3.7 | 3.4 | 2.8 | 3.7 | 2.7 | 4.5 | 3.6 | 3.8 | 4.1 | 3.0 | 4.6 | 3.7 | 3.4 | 2.1 |
| Dividend Growth(%) | N/A | -9.8 | -3.2 | -13.5 | N/A | N/A | -55.4 | 5.9 | 22.5 | -21.3 | 34.6 | -36.2 | 20.5 | -6.2 | -7.0 | 33.4 | -34.2 | 24.9 | 13.3 | 62.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/23/2001
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View Historical Data in an advanced chart |
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See Muni Single State Interm Asset Class Trend Rankings |
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