Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KYTFX (KENTUCKY TAX-FREE INCOME SERIES KENTUCKY TAX-FREE INCOME SERIES) | 1.62% | 7.22% | 3.35% | 0.68% | 1.84% | 2.70% | 2.94% | … | … |
Data as of 06/05/2026, Common starting date is 03/28/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KYTFX (KENTUCKY TAX-FREE INCOME SERIES KENTUCKY TAX-FREE INCOME SERIES) | 03/28/1980 | 06/05/2026 |
| 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 7.22 | 3.35 | 0.68 | 1.84 | 2.70 | 2.94 | … | … | 1.62 | 3.87 | 0.82 | 5.17 | -8.15 | 1.90 | 4.30 | 6.70 | 0.95 | 4.19 | 0.24 | 2.55 | 7.97 | -2.05 | 6.09 | 10.11 | 1.22 | 7.87 | -0.23 | 2.25 | 2.38 | 0.27 | 2.94 | 5.55 | 7.18 | 5.02 | 4.85 | -2.67 | 5.63 | 8.03 | 4.63 | 13.50 | -2.95 | 12.05 | 9.03 | 10.76 | 7.44 | 10.79 | 10.38 | -0.88 | 17.00 | 15.92 | 8.25 | 12.28 | 17.54 | -7.48 | -12.14 |
| Sharpe Ratio | NA | 1.74 | 0.02 | -0.44 | 0.05 | NA | NA | … | … | 0.43 | 0.16 | -0.89 | 0.38 | -2.27 | 1.02 | 0.62 | 2.45 | -0.22 | 1.49 | 0.01 | 1.14 | 3.83 | -0.73 | 2.53 | 3.55 | 0.38 | 2.16 | -0.19 | -0.34 | -0.45 | -0.45 | 0.59 | 1.28 | 2.04 | 0.82 | 0.32 | -2.51 | 0.64 | 1.18 | 0.21 | 2.57 | -1.28 | 3.59 | 2.51 | 2.76 | 0.76 | 1.66 | 1.67 | -0.73 | 2.94 | 1.92 | 0.35 | 1.11 | 1.28 | -1.45 | -1.18 |
| Standard Deviation(%) | NA | 2.63 | 4.63 | 4.22 | 3.90 | NA | NA | … | … | 3.04 | 6.33 | 3.15 | 3.97 | 4.23 | 1.84 | 6.53 | 2.13 | 2.00 | 2.38 | 2.53 | 2.21 | 2.08 | 2.86 | 2.41 | 2.84 | 2.94 | 3.60 | 6.30 | 2.69 | 2.31 | 4.46 | 3.32 | 3.77 | 2.96 | 3.17 | 1.98 | 2.41 | 3.40 | 3.68 | 4.50 | 3.71 | 4.71 | 2.74 | 2.59 | 2.47 | 2.55 | 2.93 | 3.27 | 6.93 | 4.29 | 5.43 | 3.42 | 5.35 | 7.55 | 12.40 | 20.17 |
| Draw Down(%) | NA | 2.73 | 6.35 | 13.01 | 13.01 | NA | NA | … | … | 2.73 | 6.25 | 2.38 | 6.13 | 12.86 | 1.86 | 9.21 | 1.75 | 1.96 | 1.41 | 4.86 | 2.08 | 1.34 | 5.63 | 1.83 | 1.98 | 5.57 | 2.83 | 10.53 | 2.55 | 2.30 | 3.74 | 5.01 | 3.68 | 2.09 | 2.25 | 2.34 | 4.55 | 1.53 | 1.72 | 3.98 | 2.75 | 8.11 | 1.19 | 1.15 | 0.72 | 0.88 | 1.92 | 2.12 | 9.47 | 3.16 | 0.20 | 0.88 | 1.90 | 2.70 | 13.82 | 19.65 |
| Yield(%) | 0.00 | 2.97 | 2.82 | 2.43 | 2.62 | 3.04 | 3.12 | … | … | 1.05 | 3.06 | 2.71 | 2.68 | 2.27 | 2.38 | 2.61 | 2.82 | 3.09 | 3.10 | 3.07 | 3.25 | 3.81 | 3.42 | 3.49 | 4.28 | 3.49 | 3.16 | 2.91 | 2.60 | 2.08 | 1.71 | 3.14 | 4.45 | 4.76 | 4.93 | 2.16 | 3.63 | 4.97 | 5.31 | 6.13 | 5.69 | 5.22 | 5.76 | 6.12 | 6.60 | 6.72 | 7.10 | 7.39 | 6.97 | 8.26 | 9.26 | 9.50 | 9.67 | 10.12 | 9.56 | 7.54 |
Data as of 06/05/2026, Common starting date is 03/28/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYTFX (KENTUCKY TAX-FREE INCOME SERIES KENTUCKY TAX-FREE INCOME SERIES) |
-2.66%
Oct 2020 – Oct 2023 |
-0.26%
Jul 2020 – Jul 2025 |
1.31%
Oct 2012 – Oct 2022 |
2.27%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYTFX (KENTUCKY TAX-FREE INCOME SERIES KENTUCKY TAX-FREE INCOME SERIES) |
15.12%
Jan 1982 – Jan 1985 |
15.28%
Feb 1982 – Feb 1987 |
11.28%
Jan 1982 – Jan 1992 |
9.73%
Jan 1982 – Jan 1997 |
Annualized Rolling Returns Comparison Chart