Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NJTFX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND) | 1.94% | 7.86% | 4.15% | 1.14% | 2.12% | 1.41% | 1.05% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NJTFX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND) | 06/21/1996 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 7.86 | 4.15 | 1.14 | 2.12 | 1.41 | 1.05 | … | … | 1.94 | 3.79 | 2.89 | 6.70 | -9.63 | 2.67 | 5.14 | 6.63 | 1.29 | 4.24 | 11.14 |
| Sharpe Ratio | NA | 1.96 | 0.22 | -0.35 | 0.33 | NA | NA | … | … | 0.71 | 0.18 | -0.22 | 0.76 | -2.49 | 1.77 | 0.67 | 2.91 | -0.05 | 1.59 | -0.04 |
| Standard Deviation(%) | NA | 2.66 | 4.06 | 3.92 | 5.92 | NA | NA | … | … | 2.91 | 5.00 | 3.28 | 4.04 | 4.46 | 1.49 | 7.29 | 1.77 | 1.76 | 2.26 | 25.54 |
| Draw Down(%) | NA | 2.59 | 5.69 | 14.61 | 14.61 | NA | NA | … | … | 2.59 | 5.34 | 2.25 | 5.93 | 14.45 | 1.98 | 11.02 | 1.45 | 1.79 | 1.32 | 4.84 |
| Yield(%) | 0.00 | 3.47 | 3.25 | 2.72 | 2.80 | 1.87 | 1.40 | … | … | 1.39 | 3.32 | 3.18 | 2.93 | 2.39 | 2.56 | 3.23 | 2.94 | 3.07 | 3.19 | 1.05 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJTFX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND) |
-2.23%
Oct 2019 – Oct 2022 |
0.29%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NJTFX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND) |
5.95%
Oct 2022 – Oct 2025 |
4.10%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart