Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWCBX (COLORADO TAX-FREE FUND CLASS B) | NA | -19.52% | -5.23% | -1.21% | 0.62% | 2.46% | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWCBX (COLORADO TAX-FREE FUND CLASS B) | 02/21/1997 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.52 | -5.23 | -1.21 | 0.62 | 2.46 | NA | … | … | -22.93 | 10.40 | -3.25 | 7.34 | 8.01 | 0.04 | 12.39 | -6.83 | 1.80 | 3.49 | 2.34 | 3.00 | 3.75 | 9.65 | 4.70 | 12.80 | -6.07 | 5.28 | 7.99 |
| Sharpe Ratio | NA | -0.53 | -0.20 | -0.05 | -0.01 | NA | NA | … | … | -1.11 | 5.41 | -1.08 | 3.53 | 3.27 | -0.02 | 4.06 | -1.25 | -0.50 | 0.10 | 0.08 | 0.61 | 0.89 | 2.54 | 0.76 | 2.73 | -2.94 | 0.55 | 1.66 |
| Standard Deviation(%) | NA | 36.67 | 26.48 | 27.39 | 29.87 | NA | NA | … | … | 39.27 | 1.92 | 3.03 | 2.08 | 2.44 | 2.81 | 3.02 | 6.19 | 2.48 | 2.02 | 2.26 | 3.36 | 3.43 | 3.37 | 3.17 | 3.21 | 3.16 | 3.53 | 3.50 |
| Draw Down(%) | NA | 23.21 | 23.21 | 23.21 | 23.21 | NA | NA | … | … | 23.21 | 1.24 | 6.86 | 1.62 | 2.40 | 5.64 | 2.10 | 11.63 | 2.48 | 1.44 | 2.28 | 5.45 | 5.03 | 3.78 | 3.84 | 4.15 | 7.69 | 2.58 | 2.32 |
| Yield(%) | 0.00 | 1.53 | 2.16 | 2.59 | 2.90 | 3.59 | 3.31 | … | … | 0.00 | 2.75 | 2.26 | 2.69 | 3.17 | 3.11 | 3.79 | 3.59 | 3.42 | 3.49 | 3.49 | 3.47 | 3.67 | 4.45 | 4.40 | 4.89 | 4.17 | 4.39 | 3.99 |
Data as of 06/16/2015, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWCBX (COLORADO TAX-FREE FUND CLASS B) |
-5.32%
May 2012 – May 2015 |
-1.33%
May 2010 – May 2015 |
0.59%
May 2005 – May 2015 |
2.49%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWCBX (COLORADO TAX-FREE FUND CLASS B) |
9.75%
May 2000 – May 2003 |
7.12%
Jan 2000 – Jan 2005 |
4.84%
Mar 1997 – Mar 2007 |
4.50%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart