Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMTIX (VIKING TAX-FREE FUND FOR MONTANA VIKING TAX-FREE FUND FOR MONTANA CLASS I) | NA | 1.53% | 3.37% | 1.91% | NA | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMTIX (VIKING TAX-FREE FUND FOR MONTANA VIKING TAX-FREE FUND FOR MONTANA CLASS I) | 08/29/2005 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.53 | 3.37 | 1.91 | NA | NA | NA | … | … | 3.24 | 1.24 | 16.44 | -11.58 | -2.31 | 4.65 | -2.94 |
| Sharpe Ratio | NA | 0.38 | 0.59 | 0.15 | NA | NA | NA | … | … | 2.18 | 0.34 | 3.89 | -1.44 | -1.62 | 0.62 | -2.73 |
| Standard Deviation(%) | NA | 3.81 | 5.46 | 4.99 | NA | NA | NA | … | … | 3.00 | 3.42 | 4.20 | 8.66 | 3.30 | 2.20 | 4.00 |
| Draw Down(%) | NA | 7.81 | 14.66 | 18.91 | NA | NA | NA | … | … | 2.87 | 6.42 | 3.59 | 17.92 | 6.39 | 1.57 | 3.25 |
| Yield(%) | 0.00 | 3.39 | 4.19 | 4.05 | 2.10 | 1.40 | 1.05 | … | … | 1.17 | 4.34 | 5.38 | 4.68 | 4.10 | 4.05 | 0.00 |
Data as of 07/01/2011, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMTIX (VIKING TAX-FREE FUND FOR MONTANA VIKING TAX-FREE FUND FOR MONTANA CLASS I) |
-3.74%
Nov 2005 – Nov 2008 |
1.06%
Jan 2006 – Jan 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMTIX (VIKING TAX-FREE FUND FOR MONTANA VIKING TAX-FREE FUND FOR MONTANA CLASS I) |
3.96%
Feb 2008 – Feb 2011 |
2.03%
Oct 2005 – Oct 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart