Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CFNLX (THE NATIONAL TAX-FREE INTERMEDIATE BOND FUND SHARES) | -0.10% | 0.76% | 1.60% | -0.28% | 1.67% | 2.42% | 2.88% | 3.73% |
Data as of 07/22/2025, AR inception is 02/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFNLX (THE NATIONAL TAX-FREE INTERMEDIATE BOND FUND SHARES) | 02/27/1995 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 0.76 | 1.60 | -0.28 | 1.67 | 2.42 | 2.88 | 3.73 | -0.10 | 0.66 | 4.83 | -6.98 | -0.50 | 4.45 | 6.62 | 0.79 | 4.81 | 0.05 | 2.95 | 5.97 | -3.40 | 7.58 | 11.46 | 2.43 | 8.77 | 0.50 | 4.10 | 3.92 | 1.76 | 2.87 | 5.00 | 8.93 | 5.00 | 9.54 | -1.11 | 5.56 | 6.54 | 2.99 | 7.92 |
| Sharpe Ratio | NA | -0.61 | -0.47 | -0.74 | 0.07 | NA | NA | 0.66 | -0.70 | -2.16 | 0.16 | -2.34 | -0.33 | 0.64 | 3.06 | -0.31 | 1.96 | -0.06 | 1.62 | 2.99 | -1.03 | 3.52 | 4.22 | 0.87 | 3.20 | -0.09 | 0.59 | 0.40 | -0.19 | 0.63 | 1.10 | 2.38 | 0.84 | 2.65 | -1.98 | 0.97 | 1.30 | -0.13 | 1.67 |
| Standard Deviation(%) | NA | 4.30 | 3.70 | 3.19 | 3.33 | NA | NA | 3.03 | 5.07 | 2.75 | 3.67 | 3.59 | 1.58 | 6.51 | 1.71 | 1.70 | 2.15 | 2.39 | 1.80 | 1.99 | 3.33 | 2.16 | 2.71 | 2.69 | 2.71 | 4.77 | 1.90 | 1.65 | 2.17 | 3.08 | 3.91 | 3.29 | 3.23 | 2.06 | 2.19 | 2.31 | 2.32 | 3.91 | 3.38 |
| Draw Down(%) | NA | 4.09 | 6.58 | 12.64 | 12.64 | NA | NA | 12.64 | 4.09 | 2.27 | 6.58 | 11.25 | 1.70 | 9.36 | 1.57 | 2.07 | 1.52 | 5.07 | 1.89 | 1.89 | 7.67 | 1.54 | 2.06 | 4.86 | 2.47 | 8.56 | 1.59 | 1.03 | 2.04 | 4.90 | 4.44 | 3.59 | 4.57 | 2.48 | 3.51 | 1.53 | 1.75 | 3.95 | 1.83 |
| Yield(%) | 0.00 | 2.21 | 2.25 | 1.84 | 2.18 | 2.75 | 3.08 | 3.83 | 0.93 | 2.50 | 2.13 | 1.89 | 1.50 | 1.77 | 2.58 | 2.34 | 2.37 | 2.63 | 2.20 | 2.63 | 3.83 | 4.43 | 4.40 | 4.56 | 4.23 | 4.80 | 4.41 | 4.35 | 3.74 | 3.59 | 5.28 | 4.87 | 5.78 | 4.31 | 3.93 | 4.72 | 3.92 | 3.86 | 3.78 |
Data as of 07/22/2025, AR inception is 02/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNLX (THE NATIONAL TAX-FREE INTERMEDIATE BOND FUND SHARES) |
-3.34%
Oct 2020 - Oct 2023 |
-0.09%
May 2020 - May 2025 |
0.99%
Oct 2012 - Oct 2022 |
2.48%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFNLX (THE NATIONAL TAX-FREE INTERMEDIATE BOND FUND SHARES) |
9.06%
May 2000 - May 2003 |
6.66%
Feb 2008 - Feb 2013 |
5.35%
Apr 1995 - Apr 2005 |
5.19%
Apr 1997 - Apr 2012 |
Annualized Rolling Returns Comparison Chart