Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HICOX (COLORADO BONDSHARES A TAX EXEMPT FUND COLORADO BONDSHARES A TAX EXEMPT FUND) | 2.41% | 6.96% | 6.72% | 3.94% | 4.62% | 4.65% | 4.45% | … | … |
Data as of 06/11/2026, Common starting date is 07/14/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HICOX (COLORADO BONDSHARES A TAX EXEMPT FUND COLORADO BONDSHARES A TAX EXEMPT FUND) | 07/14/1987 | 06/11/2026 |
| 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 6.96 | 6.72 | 3.94 | 4.62 | 4.65 | 4.45 | … | … | 2.41 | 5.29 | 7.68 | 7.79 | -4.71 | 4.70 | 5.07 | 6.41 | 4.65 | 5.46 | 3.72 | 4.58 | 6.27 | 1.70 | 5.11 | 6.40 | 3.35 | 5.69 | -0.05 | 4.99 | 5.52 | 5.82 | 5.40 | 6.72 | 11.79 | 7.19 | 7.69 | 3.21 | 6.39 | 9.55 | 8.02 | 9.57 | 6.30 | 8.17 | 9.04 | 8.37 | 0.91 | 8.77 | 9.68 | 0.97 |
| Sharpe Ratio | NA | 2.10 | 1.05 | 0.44 | 1.02 | NA | NA | … | … | 1.62 | 0.64 | 1.31 | 1.23 | -1.56 | 3.24 | 1.07 | 3.53 | 1.93 | 2.50 | 1.64 | 3.21 | 4.17 | 0.99 | 3.55 | 3.81 | 2.03 | 2.96 | -0.44 | 1.07 | 1.42 | 2.14 | 1.95 | 2.86 | 1.54 | 2.24 | 1.52 | -0.09 | 1.33 | 2.79 | 2.16 | 2.63 | 1.60 | 2.87 | 3.02 | 2.12 | -1.10 | 0.82 | 1.21 | -0.41 |
| Standard Deviation(%) | NA | 2.11 | 3.33 | 3.29 | 2.95 | NA | NA | … | … | 2.16 | 3.81 | 3.09 | 3.39 | 3.95 | 1.44 | 4.50 | 1.40 | 1.70 | 1.93 | 2.14 | 1.42 | 1.50 | 1.69 | 1.44 | 1.67 | 1.60 | 1.89 | 2.34 | 1.73 | 1.49 | 1.66 | 2.27 | 2.10 | 6.92 | 2.15 | 2.29 | 1.88 | 2.20 | 2.10 | 2.01 | 2.13 | 2.02 | 2.08 | 2.15 | 2.09 | 4.16 | 3.45 | 3.96 | 5.53 |
| Draw Down(%) | NA | 0.99 | 3.67 | 8.04 | 8.04 | NA | NA | … | … | 0.99 | 3.67 | 1.26 | 3.57 | 7.91 | 0.67 | 7.34 | 0.43 | 0.66 | 0.89 | 2.07 | 0.33 | 0.22 | 1.78 | 0.43 | 0.89 | 1.18 | 0.66 | 3.76 | 0.84 | 0.32 | 0.32 | 0.96 | 0.76 | 0.96 | 0.64 | 0.96 | 0.63 | 0.42 | 0.43 | 0.32 | 0.11 | 0.44 | 0.11 | 0.11 | 0.22 | 3.97 | 1.14 | 1.35 | 4.42 |
| Yield(%) | 0.00 | 4.76 | 5.24 | 4.48 | 4.57 | 4.56 | 4.41 | … | … | 1.94 | 4.88 | 5.55 | 5.10 | 4.04 | 3.87 | 4.03 | 4.19 | 4.55 | 4.48 | 5.39 | 4.15 | 4.91 | 4.26 | 4.35 | 4.67 | 3.96 | 4.77 | 4.43 | 4.97 | 4.84 | 5.24 | 4.98 | 6.26 | 11.34 | 7.17 | 7.44 | 5.84 | 6.78 | 6.05 | 6.48 | 6.81 | 6.86 | 7.35 | 7.39 | 7.75 | 7.77 | 7.97 | 8.09 | 4.03 |
Data as of 06/11/2026, Common starting date is 07/14/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HICOX (COLORADO BONDSHARES A TAX EXEMPT FUND COLORADO BONDSHARES A TAX EXEMPT FUND) |
0.76%
Oct 2019 – Oct 2022 |
2.55%
Oct 2018 – Oct 2023 |
3.48%
Oct 2012 – Oct 2022 |
3.69%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HICOX (COLORADO BONDSHARES A TAX EXEMPT FUND COLORADO BONDSHARES A TAX EXEMPT FUND) |
9.05%
Dec 1994 – Dec 1997 |
8.32%
Dec 1992 – Dec 1997 |
7.96%
Jun 1992 – Jun 2002 |
7.72%
Oct 1987 – Oct 2002 |
Annualized Rolling Returns Comparison Chart