Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOHAX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A) | 0.91% | 5.26% | 3.24% | 0.49% | 1.60% | 2.58% | 2.92% | … | … |
Data as of 06/08/2026, Common starting date is 04/29/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOHAX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A) | 04/29/1985 | 06/08/2026 |
| 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 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.26 | 3.24 | 0.49 | 1.60 | 2.58 | 2.92 | … | … | 0.91 | 3.24 | 2.01 | 5.25 | -8.83 | 1.16 | 4.68 | 6.08 | 0.64 | 4.01 | 0.17 | 2.57 | 8.27 | -2.28 | 7.43 | 8.59 | 0.91 | 10.28 | -1.29 | 3.03 | 3.74 | 2.51 | 3.85 | 4.44 | 8.69 | 3.11 | 11.63 | -3.09 | 3.15 | 6.53 | 3.08 | 15.86 | -5.37 | 12.35 | 8.76 | 11.03 | 5.92 | 8.97 | 10.50 | -0.22 | 16.58 | 10.55 |
| Sharpe Ratio | NA | 1.03 | -0.01 | -0.57 | -0.01 | NA | NA | … | … | -0.13 | 0.09 | -0.54 | 0.44 | -2.40 | 0.77 | 0.66 | 2.54 | -0.45 | 1.62 | -0.02 | 1.39 | 4.31 | -0.72 | 3.52 | 3.50 | 0.31 | 3.20 | -0.33 | -0.04 | 0.14 | 0.09 | 0.70 | 0.88 | 2.10 | 0.21 | 2.69 | -2.36 | -0.10 | 0.92 | -0.12 | 2.80 | -1.33 | 2.94 | 1.84 | 2.69 | 0.13 | 0.98 | 1.87 | -0.54 | 1.64 | 1.79 |
| Standard Deviation(%) | NA | 2.44 | 3.53 | 3.53 | 3.49 | NA | NA | … | … | 2.86 | 4.12 | 2.98 | 3.67 | 4.29 | 1.47 | 6.66 | 1.81 | 1.64 | 2.08 | 2.31 | 1.82 | 1.91 | 3.21 | 2.11 | 2.45 | 2.62 | 3.18 | 6.86 | 2.66 | 2.41 | 2.81 | 4.11 | 4.25 | 3.60 | 3.10 | 2.76 | 2.73 | 3.38 | 3.10 | 4.95 | 4.25 | 6.33 | 3.45 | 3.38 | 2.64 | 3.26 | 3.09 | 2.99 | 8.18 | 7.43 | 6.03 |
| Draw Down(%) | NA | 2.74 | 5.29 | 13.48 | 13.48 | NA | NA | … | … | 2.74 | 4.11 | 2.22 | 6.11 | 13.35 | 1.83 | 9.63 | 1.52 | 1.83 | 1.29 | 4.80 | 1.91 | 1.24 | 6.40 | 1.56 | 2.33 | 5.19 | 2.47 | 10.71 | 2.54 | 1.85 | 3.00 | 6.49 | 6.11 | 4.34 | 4.01 | 3.25 | 5.49 | 3.94 | 2.38 | 5.41 | 2.68 | 11.67 | 2.95 | 4.21 | 1.51 | 2.89 | 2.48 | 1.82 | 6.61 | 2.22 | 0.45 |
| Yield(%) | 0.00 | 2.82 | 2.88 | 2.22 | 2.44 | 2.91 | 3.18 | … | … | 1.00 | 2.97 | 3.24 | 2.33 | 1.47 | 1.89 | 2.48 | 2.58 | 2.85 | 3.01 | 3.10 | 3.27 | 3.41 | 3.55 | 4.01 | 3.85 | 4.25 | 3.60 | 3.88 | 4.84 | 4.52 | 5.12 | 4.70 | 4.68 | 4.68 | 4.73 | 5.10 | 4.72 | 4.79 | 5.07 | 4.92 | 5.60 | 4.82 | 5.26 | 5.87 | 6.24 | 6.56 | 6.85 | 7.21 | 6.67 | 7.50 | 5.85 |
Data as of 06/08/2026, Common starting date is 04/29/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOHAX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A) |
-3.09%
Oct 2020 – Oct 2023 |
-0.17%
Oct 2017 – Oct 2022 |
1.13%
Oct 2012 – Oct 2022 |
2.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOHAX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A) |
11.96%
Sep 1990 – Sep 1993 |
9.76%
Sep 1988 – Sep 1993 |
8.48%
Sep 1985 – Sep 1995 |
7.00%
Aug 1985 – Aug 2000 |
Annualized Rolling Returns Comparison Chart