Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWCOX (COLORADO TAX-FREE FUND CLASS A) | NA | 2.55% | 1.90% | 3.43% | 4.53% | 3.63% | 4.05% | … | … |
Data as of 03/26/2019, Common starting date is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWCOX (COLORADO TAX-FREE FUND CLASS A) | 06/29/1993 | 03/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 2.55 | 1.90 | 3.43 | 4.53 | 3.63 | 4.05 | … | … | 0.75 | 0.78 | 5.14 | 0.07 | 3.33 | 10.88 | -2.53 | 8.13 | 9.14 | 0.72 | 13.27 | -6.07 | 2.46 | 4.24 | 3.02 | 3.78 | 3.83 | 8.97 | 5.37 | 13.74 | -5.49 | 6.15 | 10.30 | 4.89 | 17.01 | -5.93 | 5.40 |
| Sharpe Ratio | NA | 0.78 | 0.48 | 1.38 | 1.75 | NA | NA | … | … | 1.18 | -0.39 | 2.21 | -0.04 | 1.67 | 5.39 | -0.82 | 3.67 | 3.54 | 0.22 | 3.73 | -1.12 | -0.22 | 0.46 | 0.36 | 0.83 | 0.91 | 2.42 | 0.95 | 2.93 | -2.72 | 0.79 | 1.87 | 0.26 | 3.28 | -1.56 | 2.45 |
| Standard Deviation(%) | NA | 1.39 | 2.21 | 2.11 | 2.43 | NA | NA | … | … | 1.39 | 1.40 | 2.05 | 2.99 | 1.98 | 2.01 | 3.14 | 2.22 | 2.57 | 2.91 | 3.53 | 6.21 | 2.55 | 2.09 | 2.38 | 3.42 | 3.44 | 3.26 | 3.27 | 3.31 | 3.21 | 3.61 | 3.61 | 5.24 | 4.01 | 5.69 | 3.57 |
| Draw Down(%) | NA | 1.10 | 6.65 | 6.65 | 6.72 | NA | NA | … | … | 0.37 | 1.52 | 1.09 | 6.65 | 2.14 | 1.18 | 6.72 | 1.62 | 2.50 | 5.44 | 2.10 | 11.07 | 2.22 | 1.31 | 2.14 | 5.26 | 4.82 | 3.87 | 3.78 | 4.10 | 7.24 | 2.42 | 2.59 | 4.77 | 2.10 | 10.90 | 3.21 |
| Yield(%) | 0.00 | 3.42 | 3.16 | 3.29 | 3.78 | 3.61 | 3.91 | … | … | 0.56 | 3.39 | 3.22 | 3.02 | 2.99 | 3.48 | 2.99 | 3.44 | 4.23 | 3.80 | 4.67 | 4.30 | 4.17 | 4.23 | 4.16 | 4.24 | 3.66 | 3.84 | 5.16 | 5.67 | 4.88 | 5.15 | 5.22 | 5.37 | 5.51 | 4.72 | 3.05 |
Data as of 03/26/2019, Common starting date is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWCOX (COLORADO TAX-FREE FUND CLASS A) |
0.11%
Dec 2005 – Dec 2008 |
1.41%
Dec 2003 – Dec 2008 |
3.23%
Dec 1998 – Dec 2008 |
3.60%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWCOX (COLORADO TAX-FREE FUND CLASS A) |
10.68%
Nov 1994 – Nov 1997 |
7.46%
Jan 2000 – Jan 2005 |
6.78%
Nov 1994 – Nov 2004 |
5.63%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart