Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALABX (ALABAMA TAX-FREE BOND FUND ALABAMA TAX-FREE BOND FUND) | 7.41% | 20.69% | 14.96% | 7.73% | 5.35% | 4.00% | 3.87% | … | … |
Data as of 06/03/2026, Common starting date is 01/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALABX (ALABAMA TAX-FREE BOND FUND ALABAMA TAX-FREE BOND FUND) | 01/28/1993 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 20.69 | 14.96 | 7.73 | 5.35 | 4.00 | 3.87 | … | … | 7.41 | 13.23 | 15.47 | 16.33 | -16.13 | 15.43 | 4.61 | 0.80 | 0.97 | 1.28 | -0.41 | 0.92 | 1.35 | 0.14 | 1.29 | 4.39 | 1.61 | 3.79 | 3.86 | 4.05 | 2.63 | 0.94 | 0.39 | 2.94 | 8.70 | 4.36 | 8.59 | -0.97 | 5.14 | 6.34 | 3.79 | 12.48 | -3.17 | 7.51 |
| Sharpe Ratio | NA | 2.18 | 1.28 | 0.47 | 0.42 | NA | NA | … | … | 1.72 | 0.91 | 1.46 | 1.51 | -1.09 | 1.71 | 0.17 | 2.04 | -0.41 | 0.57 | -0.50 | 0.91 | 1.36 | 0.07 | 1.17 | 3.32 | 1.00 | 2.57 | 1.54 | 0.66 | -0.58 | -0.89 | -0.23 | 0.84 | 2.73 | 0.86 | 2.14 | -1.74 | 0.78 | 1.18 | 0.04 | 2.89 | -1.50 | 1.50 |
| Standard Deviation(%) | NA | 8.82 | 9.64 | 11.10 | 9.03 | NA | NA | … | … | 10.56 | 11.44 | 8.09 | 8.49 | 16.21 | 9.03 | 10.47 | 0.91 | 1.01 | 1.10 | 1.23 | 0.97 | 0.98 | 1.55 | 1.07 | 1.32 | 1.51 | 1.43 | 1.87 | 1.38 | 1.36 | 1.48 | 2.54 | 2.67 | 2.77 | 2.25 | 2.04 | 2.50 | 2.15 | 2.25 | 3.32 | 2.94 | 4.16 | 3.98 |
| Draw Down(%) | NA | 7.01 | 12.36 | 20.28 | 20.28 | NA | NA | … | … | 7.01 | 12.36 | 4.49 | 7.84 | 20.15 | 3.49 | 5.33 | 0.19 | 1.06 | 1.53 | 2.44 | 1.00 | 0.94 | 2.69 | 1.03 | 1.14 | 1.91 | 0.94 | 2.30 | 0.58 | 0.67 | 1.44 | 4.71 | 3.93 | 3.01 | 2.86 | 2.10 | 3.32 | 1.42 | 1.82 | 3.35 | 1.36 | 6.72 | 2.05 |
| Yield(%) | 0.00 | 9.29 | 8.21 | 5.00 | 3.16 | 2.60 | 2.76 | … | … | 0.42 | 9.62 | 11.64 | 1.86 | 1.01 | 0.49 | 0.15 | 0.22 | 1.25 | 1.19 | 1.23 | 1.30 | 1.34 | 1.46 | 1.84 | 2.34 | 2.37 | 3.09 | 3.41 | 3.49 | 3.34 | 3.15 | 1.95 | 3.09 | 4.13 | 4.11 | 4.79 | 4.15 | 4.18 | 4.26 | 4.17 | 4.48 | 4.38 | 3.70 |
Data as of 06/03/2026, Common starting date is 01/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALABX (ALABAMA TAX-FREE BOND FUND ALABAMA TAX-FREE BOND FUND) |
-0.82%
Oct 2017 – Oct 2020 |
-0.28%
Sep 2017 – Sep 2022 |
0.63%
Sep 2012 – Sep 2022 |
1.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALABX (ALABAMA TAX-FREE BOND FUND ALABAMA TAX-FREE BOND FUND) |
15.69%
May 2023 – May 2026 |
9.71%
Oct 2020 – Oct 2025 |
5.59%
May 2016 – May 2026 |
4.52%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart