Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCOTX (COLORADO TAX-FREE FUND ADMINISTRATOR CLASS) | NA | 2.71% | 1.78% | 3.45% | 4.67% | 3.81% | 4.27% | … | … |
Data as of 03/26/2019, Common starting date is 08/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCOTX (COLORADO TAX-FREE FUND ADMINISTRATOR CLASS) | 08/30/1993 | 03/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 2.71 | 1.78 | 3.45 | 4.67 | 3.81 | 4.27 | … | … | 0.70 | 1.04 | 4.35 | 0.32 | 3.57 | 11.14 | -2.29 | 8.42 | 9.40 | 0.94 | 13.52 | -5.84 | 2.73 | 4.50 | 3.27 | 4.04 | 4.61 | 10.07 | 5.38 | 13.62 | -5.39 | 6.16 | 10.30 | 4.89 | 17.01 | -5.93 | 2.67 |
| Sharpe Ratio | NA | 0.83 | 0.42 | 1.37 | 1.78 | NA | NA | … | … | 0.92 | -0.19 | 1.76 | 0.04 | 1.77 | 5.54 | -0.73 | 3.78 | 3.59 | 0.29 | 3.77 | -1.09 | -0.11 | 0.55 | 0.45 | 0.89 | 1.12 | 2.67 | 0.94 | 2.85 | -2.66 | 0.78 | 1.87 | 0.26 | 3.33 | -1.54 | 1.58 |
| Standard Deviation(%) | NA | 1.50 | 2.26 | 2.15 | 2.46 | NA | NA | … | … | 1.54 | 1.48 | 2.12 | 3.01 | 2.01 | 2.01 | 3.16 | 2.23 | 2.61 | 2.93 | 3.56 | 6.19 | 2.57 | 2.21 | 2.46 | 3.49 | 3.48 | 3.36 | 3.29 | 3.36 | 3.23 | 3.64 | 3.61 | 5.23 | 3.95 | 5.75 | 3.77 |
| Draw Down(%) | NA | 1.08 | 6.55 | 6.55 | 6.56 | NA | NA | … | … | 0.56 | 1.46 | 1.09 | 6.55 | 2.07 | 1.16 | 6.55 | 1.62 | 2.50 | 5.40 | 2.10 | 10.91 | 2.17 | 1.31 | 2.12 | 5.22 | 4.77 | 3.78 | 3.78 | 4.10 | 7.24 | 2.51 | 2.59 | 4.77 | 2.04 | 10.90 | 3.21 |
| Yield(%) | 0.00 | 3.68 | 3.41 | 3.54 | 4.05 | 3.85 | 4.18 | … | … | 0.60 | 3.64 | 3.47 | 3.27 | 3.23 | 3.73 | 3.23 | 3.71 | 4.47 | 4.02 | 4.90 | 4.54 | 4.43 | 4.48 | 4.40 | 4.48 | 4.41 | 4.87 | 5.17 | 5.67 | 4.88 | 5.16 | 5.22 | 5.37 | 5.51 | 4.72 | 1.86 |
Data as of 03/26/2019, Common starting date is 08/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCOTX (COLORADO TAX-FREE FUND ADMINISTRATOR CLASS) |
0.36%
Dec 2005 – Dec 2008 |
1.67%
Dec 2003 – Dec 2008 |
3.55%
Dec 1998 – Dec 2008 |
3.78%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCOTX (COLORADO TAX-FREE FUND ADMINISTRATOR CLASS) |
10.71%
Nov 1994 – Nov 1997 |
7.90%
Jan 2000 – Jan 2005 |
6.99%
Nov 1994 – Nov 2004 |
5.86%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart