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WNTFX: NEBRASKA TAX-FREE INCOME FUND NEBRASKA TAX-FREE INCOME FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 01/09/2007 |
| Last Dividend Date: | 03/11/2026 |
| 12-Mo. Yield | 2.61% |
| Expenses | 0.45% |
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Performance Analytics (As of 03/30/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.7 | 5.1 | 2.8 | 1.2 | 1.4 | 1.7 | 1.5 | 2.5 | 1.2 | 3.8 | -4.8 | 0.4 | 3.6 | 4.0 | 0.7 | 1.6 | -0.7 | 1.0 | 2.8 | -0.3 | 2.1 | 5.9 | 2.3 | 4.0 | -2.4 | -0.3 |
| Sharpe Ratio | NA | 0.36 | 0.84 | -0.21 | -0.52 | -0.08 | NA | 0.21 | -0.12 | -1.14 | 0.05 | -2.26 | 0.29 | 0.65 | 2.37 | -0.64 | 0.79 | -0.81 | 1.22 | 3.24 | -0.19 | 1.98 | 4.45 | 1.34 | 1.41 | -0.82 | -1.47 |
| Draw Down(%) | NA | 0.3 | 3.0 | 4.7 | 8.7 | 8.7 | NA | 8.7 | 3.0 | 2.1 | 4.7 | 8.4 | 1.4 | 7.6 | 1.1 | 1.3 | 1.4 | 2.5 | 0.7 | 0.5 | 3.0 | 0.9 | 1.2 | 2.6 | 2.3 | 8.3 | 2.2 |
| Standard Deviation(%) | NA | 0.8 | 2.7 | 2.5 | 2.4 | 2.5 | NA | 2.3 | 3.1 | 2.1 | 2.7 | 2.8 | 1.1 | 5.2 | 1.1 | 1.1 | 1.2 | 1.1 | 0.8 | 0.9 | 1.6 | 1.0 | 1.3 | 1.6 | 2.8 | 4.1 | 2.3 |
| Treynor Ratio | NA | 0.03 | 0.04 | -0.01 | -0.02 | 0.0 | NA | 0.01 | -0.01 | -0.04 | 0.0 | -0.09 | 0.01 | 0.05 | 0.05 | -0.02 | 0.02 | -0.03 | 0.04 | 0.1 | -0.01 | 0.06 | 0.14 | 0.04 | 0.06 | -0.05 | -0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.09 | 0.63 | 0.66 | 0.67 | 0.66 | NA | 0.61 | 0.68 | 0.64 | 0.75 | 0.72 | 0.55 | 0.72 | 0.48 | 0.46 | 0.45 | 0.36 | 0.21 | 0.27 | 0.46 | 0.36 | 0.42 | 0.5 | 0.61 | 0.68 | 0.44 |
| RSquared | NA | 0.1 | 0.77 | 0.77 | 0.79 | 0.82 | NA | 0.7 | 0.75 | 0.73 | 0.83 | 0.88 | 0.47 | 0.94 | 0.55 | 0.47 | 0.6 | 0.63 | 0.28 | 0.31 | 0.75 | 0.53 | 0.56 | 0.64 | 0.49 | 0.72 | 0.19 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.3 | 2.0 | 2.0 | 1.8 | 1.1 | 1.6 | 1.3 | 1.5 | 1.4 | 1.7 | 1.9 | 2.2 | 2.6 | 2.2 | 2.6 | 2.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.6 | -0.4 | 4.4 | 61.2 | -29.3 | 31.2 | -13.8 | 4.3 | -18.2 | -13.7 | -11.7 | -18.3 | 21.3 | -15.1 | 6.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2007
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View Historical Data in an advanced chart |
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