Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTFBX (GEORGIA TAX-FREE BOND FUND GEORGIA TAX-FREE BOND FUND) | 2.16% | 8.01% | 4.36% | 1.06% | 2.06% | 3.14% | 3.29% | … | … |
Data as of 06/09/2026, Common starting date is 04/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTFBX (GEORGIA TAX-FREE BOND FUND GEORGIA TAX-FREE BOND FUND) | 04/29/1993 | 06/09/2026 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.01 | 4.36 | 1.06 | 2.06 | 3.14 | 3.29 | … | … | 2.16 | 3.68 | 2.49 | 7.91 | -10.55 | 2.53 | 4.76 | 6.85 | 0.54 | 4.73 | -0.03 | 3.46 | 9.59 | -2.95 | 7.56 | 10.35 | 0.77 | 14.70 | -5.38 | 2.08 | 4.24 | 3.21 | 4.01 | 5.03 | 8.77 | 4.78 | 11.61 | -3.62 | 6.18 | 9.69 | 3.91 | 17.80 | -6.43 | 8.88 |
| Sharpe Ratio | NA | 1.71 | 0.24 | -0.32 | 0.10 | NA | NA | … | … | 0.69 | 0.15 | -0.29 | 0.93 | -2.36 | 1.66 | 0.60 | 2.87 | -0.48 | 1.81 | -0.09 | 1.70 | 4.92 | -0.85 | 3.26 | 3.48 | 0.21 | 4.36 | -0.87 | -0.42 | 0.36 | 0.39 | 0.81 | 1.15 | 2.27 | 0.80 | 2.77 | -2.50 | 0.85 | 1.75 | 0.05 | 3.07 | -1.44 | 3.13 |
| Standard Deviation(%) | NA | 3.01 | 4.55 | 4.41 | 4.15 | NA | NA | … | … | 3.46 | 5.29 | 3.92 | 4.63 | 5.10 | 1.51 | 7.43 | 1.88 | 1.76 | 2.25 | 2.82 | 2.02 | 1.95 | 3.51 | 2.32 | 2.97 | 3.26 | 3.35 | 7.23 | 2.57 | 2.33 | 2.43 | 3.74 | 3.75 | 3.36 | 2.93 | 2.67 | 2.79 | 3.18 | 3.41 | 4.82 | 4.49 | 6.60 | 3.57 |
| Draw Down(%) | NA | 3.07 | 6.35 | 15.23 | 15.23 | NA | NA | … | … | 3.07 | 5.68 | 2.79 | 6.41 | 15.20 | 1.91 | 10.84 | 1.68 | 1.88 | 1.38 | 6.18 | 1.99 | 1.33 | 7.62 | 2.01 | 3.29 | 6.28 | 2.51 | 12.75 | 2.51 | 1.44 | 2.38 | 5.37 | 5.35 | 3.87 | 3.64 | 3.09 | 5.83 | 2.14 | 2.46 | 4.94 | 2.76 | 12.70 | 3.28 |
| Yield(%) | 0.00 | 3.70 | 3.43 | 2.75 | 2.70 | 3.15 | 3.31 | … | … | 1.50 | 3.46 | 3.26 | 3.16 | 2.39 | 2.09 | 2.38 | 2.71 | 2.84 | 3.00 | 2.94 | 3.23 | 3.49 | 3.22 | 3.41 | 3.99 | 3.78 | 4.53 | 4.12 | 4.08 | 4.14 | 4.04 | 4.10 | 4.13 | 4.42 | 4.70 | 5.09 | 4.54 | 4.67 | 4.93 | 4.88 | 5.55 | 4.67 | 3.50 |
Data as of 06/09/2026, Common starting date is 04/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTFBX (GEORGIA TAX-FREE BOND FUND GEORGIA TAX-FREE BOND FUND) |
-2.85%
Oct 2020 – Oct 2023 |
-0.14%
Oct 2017 – Oct 2022 |
1.29%
Oct 2012 – Oct 2022 |
2.60%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTFBX (GEORGIA TAX-FREE BOND FUND GEORGIA TAX-FREE BOND FUND) |
10.71%
Nov 1994 – Nov 1997 |
7.51%
Mar 1994 – Mar 1999 |
6.84%
Nov 1994 – Nov 2004 |
5.78%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart