Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUALX (ALABAMA TAX-FREE INCOME SERIES) | 1.83% | 7.99% | 3.19% | 0.28% | 1.66% | 2.81% | 3.09% | … | … |
Data as of 06/10/2026, Common starting date is 01/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUALX (ALABAMA TAX-FREE INCOME SERIES) | 01/28/2000 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.99 | 3.19 | 0.28 | 1.66 | 2.81 | 3.09 | … | … | 1.83 | 3.71 | 0.28 | 4.92 | -8.66 | 1.29 | 5.24 | 7.16 | 0.45 | 3.09 | 1.04 | 2.64 | 9.66 | -2.84 | 7.77 | 11.18 | 1.27 | 12.33 | -3.16 | 1.94 | 2.55 | -0.08 | 0.68 | 1.38 | 5.07 | 2.80 | 15.16 |
| Sharpe Ratio | NA | 1.76 | 0.00 | -0.46 | 0.02 | NA | NA | … | … | 0.58 | 0.11 | -0.91 | 0.33 | -2.45 | 0.71 | 0.79 | 2.85 | -0.49 | 1.12 | 0.34 | 1.24 | 4.69 | -0.93 | 3.09 | 3.59 | 0.34 | 2.36 | -0.53 | -0.45 | -0.37 | -0.93 | -0.08 | 0.17 | 1.29 | 0.13 | 4.62 |
| Standard Deviation(%) | NA | 3.08 | 5.37 | 4.69 | 4.11 | NA | NA | … | … | 3.48 | 7.66 | 3.66 | 3.84 | 4.14 | 1.78 | 6.29 | 2.00 | 1.92 | 2.19 | 2.46 | 2.10 | 2.06 | 3.09 | 2.51 | 3.10 | 3.51 | 5.19 | 7.72 | 2.70 | 2.36 | 2.51 | 3.60 | 3.78 | 3.04 | 2.76 | 2.65 |
| Draw Down(%) | NA | 3.10 | 8.12 | 13.25 | 13.25 | NA | NA | … | … | 3.10 | 7.60 | 2.92 | 6.20 | 12.96 | 1.93 | 8.66 | 1.73 | 2.01 | 1.29 | 4.20 | 2.09 | 1.39 | 6.82 | 1.95 | 2.80 | 6.54 | 2.96 | 13.35 | 2.92 | 2.29 | 3.58 | 6.13 | 6.00 | 3.50 | 3.45 | 1.32 |
| Yield(%) | 0.00 | 2.96 | 2.77 | 2.33 | 2.58 | 3.08 | 3.25 | … | … | 1.03 | 3.06 | 2.67 | 2.53 | 2.24 | 2.13 | 2.49 | 2.76 | 2.85 | 3.01 | 3.56 | 3.14 | 3.81 | 3.43 | 3.74 | 3.95 | 3.82 | 6.14 | 2.65 | 2.83 | 2.01 | 0.68 | 0.00 | 0.00 | 0.00 | 0.86 | 5.48 |
Data as of 06/10/2026, Common starting date is 01/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUALX (ALABAMA TAX-FREE INCOME SERIES) |
-3.09%
Oct 2020 – Oct 2023 |
-0.87%
Jul 2020 – Jul 2025 |
1.34%
Jul 2015 – Jul 2025 |
2.32%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUALX (ALABAMA TAX-FREE INCOME SERIES) |
8.59%
Nov 2008 – Nov 2011 |
6.88%
Feb 2008 – Feb 2013 |
4.78%
Nov 2008 – Nov 2018 |
4.17%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart