Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KYSMX (KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES) | NA | 3.14% | 1.69% | 0.69% | 1.38% | 1.69% | 2.11% | … | … |
Data as of 05/28/2025, Common starting date is 10/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KYSMX (KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES) | 10/29/1987 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 3.14 | 1.69 | 0.69 | 1.38 | 1.69 | 2.11 | … | … | 0.70 | 1.32 | 3.04 | -3.46 | 0.15 | 3.16 | 4.69 | 0.86 | 2.57 | -0.80 | 1.53 | 2.21 | 0.00 | 2.36 | 6.64 | 2.17 | 4.94 | 3.17 | 3.93 | 2.75 | 0.69 | 1.34 | 3.62 | 7.68 | 5.37 | 5.50 | 0.29 | 4.67 | 5.17 | 3.96 | 6.13 | 1.06 | 5.73 | 6.86 | 7.27 | 6.82 | 7.33 | 5.18 | 2.16 |
| Sharpe Ratio | NA | -0.06 | -0.67 | -0.64 | -0.01 | NA | NA | … | … | -0.36 | -1.29 | -0.30 | -2.09 | 0.10 | 0.66 | 2.08 | -0.35 | 0.95 | -0.43 | 1.00 | 1.66 | -0.02 | 1.53 | 3.15 | 0.90 | 1.63 | 0.62 | 0.38 | -0.34 | -0.79 | 0.11 | 1.07 | 2.50 | 1.42 | 0.71 | -1.52 | 0.54 | 0.66 | 0.11 | 1.02 | -0.87 | 1.83 | 2.10 | 1.71 | 0.73 | 0.69 | 0.14 | 3.16 |
| Standard Deviation(%) | NA | 2.72 | 2.31 | 2.03 | 2.34 | NA | NA | … | … | 3.67 | 1.78 | 2.04 | 2.35 | 1.28 | 4.40 | 1.55 | 1.49 | 2.03 | 2.38 | 1.51 | 1.32 | 1.72 | 1.52 | 2.10 | 2.32 | 2.96 | 3.53 | 2.08 | 1.97 | 1.99 | 3.24 | 2.72 | 2.61 | 2.08 | 1.80 | 2.03 | 2.23 | 2.26 | 2.67 | 2.10 | 2.33 | 1.94 | 2.06 | 1.95 | 1.79 | 2.01 | 2.14 | 2.88 |
| Draw Down(%) | NA | 2.51 | 3.39 | 6.19 | 7.10 | NA | NA | … | … | 2.51 | 1.40 | 2.37 | 5.76 | 0.85 | 7.10 | 1.52 | 1.46 | 2.12 | 4.05 | 1.14 | 0.91 | 2.53 | 1.26 | 1.81 | 3.23 | 2.75 | 4.89 | 1.06 | 0.97 | 1.65 | 4.45 | 3.49 | 1.66 | 1.58 | 0.88 | 1.25 | 0.76 | 1.05 | 1.58 | 0.76 | 2.43 | 0.75 | 0.58 | 0.39 | 0.20 | 0.60 | 0.60 | 0.20 |
| Yield(%) | 0.00 | 2.14 | 1.90 | 1.77 | 1.80 | 1.98 | 2.26 | … | … | 0.71 | 2.08 | 1.84 | 1.56 | 1.61 | 1.87 | 1.79 | 1.78 | 1.80 | 1.84 | 2.07 | 2.38 | 2.17 | 2.17 | 2.41 | 2.37 | 2.79 | 3.29 | 3.28 | 3.09 | 3.11 | 2.43 | 3.20 | 4.84 | 4.12 | 4.39 | 3.86 | 4.00 | 4.11 | 4.06 | 4.07 | 3.85 | 4.30 | 4.78 | 5.30 | 5.82 | 5.91 | 5.69 | 1.34 |
Data as of 05/28/2025, Common starting date is 10/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYSMX (KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES) |
-1.08%
Sep 2020 – Sep 2023 |
0.49%
Sep 2017 – Sep 2022 |
0.82%
Oct 2012 – Oct 2022 |
1.71%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYSMX (KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES KENTUCKY TAX-FREE SHORT-TO-MEDIUM SERIES) |
7.48%
Mar 1989 – Mar 1992 |
6.85%
Aug 1988 – Aug 1993 |
5.53%
Nov 1987 – Nov 1997 |
5.26%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart