Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCOTX (COLORADO TAX-FREE FUND CLASS C) | NA | 6.56% | 3.97% | 4.30% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCOTX (COLORADO TAX-FREE FUND CLASS C) | 04/02/2008 | 03/30/2015 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.56 | 3.97 | 4.30 | NA | NA | NA | … | … | 0.56 | 9.45 | -3.25 | 7.34 | 8.44 | -0.34 | 8.42 | -8.21 |
| Sharpe Ratio | NA | 2.48 | 1.49 | 1.59 | NA | NA | NA | … | … | 1.04 | 3.74 | -1.07 | 3.39 | 3.35 | -0.15 | 2.85 | -1.83 |
| Standard Deviation(%) | NA | 2.60 | 2.64 | 2.68 | NA | NA | NA | … | … | 2.27 | 2.63 | 3.06 | 2.17 | 2.51 | 2.77 | 2.92 | 6.28 |
| Draw Down(%) | NA | 1.67 | 6.95 | 6.95 | NA | NA | NA | … | … | 1.67 | 1.24 | 6.95 | 1.62 | 2.40 | 5.56 | 2.62 | 12.54 |
| Yield(%) | 0.00 | 2.11 | 2.38 | 2.74 | 1.39 | 0.93 | 0.70 | … | … | 0.38 | 2.25 | 2.26 | 2.69 | 3.46 | 2.84 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCOTX (COLORADO TAX-FREE FUND CLASS C) |
0.45%
May 2008 – May 2011 |
1.86%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCOTX (COLORADO TAX-FREE FUND CLASS C) |
5.48%
Nov 2009 – Nov 2012 |
4.54%
Jan 2010 – Jan 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart