Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KTXIX (THE KANSAS TAX-FREE INTERMEDIATE BOND FUND SHARES) | -0.26% | 0.54% | 0.87% | -0.46% | 1.33% | 2.05% | 2.61% | 2.71% |
Data as of 07/29/2025, AR inception is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTXIX (THE KANSAS TAX-FREE INTERMEDIATE BOND FUND SHARES) | 12/28/2000 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 0.54 | 0.87 | -0.46 | 1.33 | 2.05 | 2.61 | 2.71 | -0.26 | 0.35 | 4.05 | -7.13 | 0.23 | 4.32 | 5.60 | 0.95 | 3.94 | -0.20 | 2.78 | 6.55 | -3.11 | 5.53 | 9.28 | 1.56 | 8.07 | 2.19 | 4.19 | 3.99 | 1.58 | 3.00 | 2.84 | 4.70 | 1.27 | 0.06 |
| Sharpe Ratio | NA | -0.69 | -0.63 | -0.84 | -0.04 | NA | NA | 0.51 | -0.81 | -2.42 | -0.06 | -2.33 | 0.17 | 0.63 | 2.65 | -0.24 | 1.64 | -0.20 | 1.79 | 4.04 | -1.04 | 2.72 | 3.92 | 0.64 | 3.19 | 0.30 | 0.67 | 0.45 | -0.30 | 0.65 | 0.68 | 1.40 | -0.45 | NA |
| Standard Deviation(%) | NA | 4.04 | 3.53 | 3.06 | 3.21 | NA | NA | 2.83 | 4.70 | 2.57 | 3.55 | 3.66 | 1.19 | 6.47 | 1.59 | 1.53 | 2.02 | 2.10 | 1.54 | 1.62 | 3.03 | 2.03 | 2.36 | 2.32 | 2.50 | 4.18 | 1.78 | 1.60 | 1.97 | 3.15 | 3.18 | 2.57 | 2.40 | 0.00 |
| Draw Down(%) | NA | 4.03 | 6.75 | 12.08 | 12.08 | NA | NA | 12.08 | 4.03 | 2.21 | 6.65 | 11.65 | 1.58 | 8.98 | 1.45 | 1.84 | 1.44 | 4.67 | 1.69 | 0.89 | 6.92 | 1.54 | 1.72 | 4.09 | 1.76 | 7.21 | 1.47 | 0.99 | 2.07 | 4.84 | 4.86 | 3.41 | 3.34 | 0.00 |
| Yield(%) | 0.00 | 2.02 | 2.05 | 1.74 | 2.00 | 2.45 | 2.84 | 2.83 | 0.84 | 2.31 | 2.05 | 1.76 | 1.50 | 1.71 | 2.21 | 2.20 | 2.23 | 2.14 | 2.18 | 2.53 | 3.06 | 3.79 | 3.77 | 4.17 | 4.01 | 3.89 | 4.29 | 4.47 | 3.74 | 3.51 | 1.98 | 0.00 | 0.00 | 0.06 |
Data as of 07/29/2025, AR inception is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTXIX (THE KANSAS TAX-FREE INTERMEDIATE BOND FUND SHARES) |
-3.29%
Oct 2020 - Oct 2023 |
-0.36%
May 2020 - May 2025 |
0.89%
Oct 2012 - Oct 2022 |
2.09%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTXIX (THE KANSAS TAX-FREE INTERMEDIATE BOND FUND SHARES) |
6.69%
Sep 2008 - Sep 2011 |
5.70%
Jul 2007 - Jul 2012 |
4.45%
Nov 2002 - Nov 2012 |
3.71%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart