Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WWTCX (WISCONSIN TAX-FREE FUND CLASS C) NA 2.87% 3.62% 0.42% 1.34% 1.91% 2.26%
Data as of 11/19/2025, Common starting date is 12/30/2002
More Performance Analytics Comparison
Name Start Date End Date
WWTCX (WISCONSIN TAX-FREE FUND CLASS C) 12/30/2002 11/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) -0.10 2.87 3.62 0.42 1.34 1.91 2.26 3.23 2.01 4.54 -8.02 0.20 2.76 5.20 0.74 3.54 -0.98 1.92 6.15 -1.86 3.64 7.04 1.65 9.81 -2.50 2.54 3.80 1.52 1.63 3.92 0.14
Sharpe Ratio NA -0.02 0.05 -0.53 -0.06 NA NA 0.14 -0.50 0.24 -2.65 0.16 0.46 2.60 -0.41 1.67 -0.67 1.34 4.15 -0.86 2.46 3.63 0.86 3.81 -0.76 -0.29 0.19 -0.36 0.20 0.97 NA
Standard Deviation(%) NA 4.79 3.96 3.48 3.18 NA NA 4.91 3.25 3.79 3.58 1.10 5.46 1.44 1.56 1.74 1.78 1.41 1.48 2.21 1.47 1.93 1.82 2.55 4.57 2.13 1.99 2.06 3.17 3.31 0.00
Draw Down(%) NA 5.31 6.45 12.74 12.74 NA NA 4.90 2.39 6.45 12.00 1.26 8.29 1.12 1.64 1.25 4.23 1.63 0.78 4.71 1.51 1.52 3.17 2.20 7.75 2.02 1.65 1.77 4.52 4.92 0.00
Yield(%) 0.00 2.14 2.27 1.59 1.67 1.98 2.26 1.82 2.73 1.82 1.26 0.65 1.29 1.82 1.91 1.84 1.60 1.53 3.00 2.66 2.07 2.93 2.05 3.71 2.87 3.06 3.36 2.17 3.01 2.84 0.05
Data as of 11/19/2025, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WWTCX (WISCONSIN TAX-FREE FUND CLASS C) -3.42%
Oct 2020 – Oct 2023
-0.66%
Oct 2017 – Oct 2022
0.47%
Oct 2012 – Oct 2022
1.57%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WWTCX (WISCONSIN TAX-FREE FUND CLASS C) 6.11%
Dec 2008 – Dec 2011
4.44%
Feb 2008 – Feb 2013
3.41%
Jun 2006 – Jun 2016
2.88%
Feb 2005 – Feb 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return