Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NITEX (IDAHO TAX-EXEMPT FUND IDAHO TAX-EXEMPT FUND) | NA | 4.03% | -1.26% | 1.44% | 1.80% | 2.91% | 2.55% | … | … |
Data as of 10/23/2023, Common starting date is 11/20/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NITEX (IDAHO TAX-EXEMPT FUND IDAHO TAX-EXEMPT FUND) | 11/20/1987 | 10/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.03 | -1.26 | 1.44 | 1.80 | 2.91 | 2.55 | … | … | -0.11 | -5.07 | 0.31 | 3.67 | 6.05 | 1.07 | 3.86 | -0.60 | 2.21 | 7.15 | -2.00 | 3.91 | 8.01 | 1.58 | 10.02 | -0.94 | 4.07 | 3.90 | 1.34 | 2.18 | 3.96 | 8.63 | 4.12 | 9.94 | -2.66 | 5.99 | 7.09 | 3.84 | 15.15 | -3.57 | 6.94 | 6.56 | 8.79 | 5.95 | 8.83 | 8.05 | -0.70 |
| Sharpe Ratio | NA | -0.15 | -1.19 | 0.03 | 0.32 | NA | NA | … | … | -1.98 | -1.96 | 0.19 | 0.56 | 2.47 | -0.11 | 1.37 | -0.33 | 1.13 | 3.40 | -0.75 | 1.76 | 3.27 | 0.55 | 2.52 | -0.25 | 0.47 | 0.34 | -0.43 | 0.51 | 1.23 | 1.28 | 0.24 | 2.30 | -2.51 | 1.08 | 0.22 | 0.08 | 2.80 | -1.30 | 1.98 | 1.72 | 2.47 | 0.28 | 0.99 | 0.35 | -2.61 |
| Standard Deviation(%) | NA | 2.54 | 2.42 | 3.44 | 2.89 | NA | NA | … | … | 2.22 | 3.30 | 1.51 | 6.12 | 1.88 | 2.09 | 2.37 | 2.42 | 1.92 | 2.10 | 2.70 | 2.22 | 2.44 | 2.70 | 3.93 | 7.52 | 2.32 | 1.86 | 1.95 | 2.44 | 2.66 | 5.88 | 7.47 | 2.54 | 2.35 | 2.48 | 16.22 | 4.16 | 4.04 | 5.03 | 2.45 | 2.41 | 2.03 | 2.43 | 3.14 | 9.54 | 3.98 |
| Draw Down(%) | NA | 2.53 | 9.34 | 9.34 | 9.34 | NA | NA | … | … | 2.53 | 8.84 | 1.76 | 8.61 | 1.44 | 2.12 | 1.47 | 5.10 | 1.85 | 1.04 | 5.19 | 1.91 | 1.87 | 4.36 | 2.50 | 12.38 | 1.99 | 1.40 | 1.75 | 4.79 | 4.38 | 3.77 | 4.81 | 2.01 | 4.60 | 1.08 | 11.17 | 4.18 | 1.76 | 7.54 | 1.24 | 1.16 | 0.79 | 0.65 | 0.85 | 4.45 | 1.39 |
| Yield(%) | 0.00 | 1.43 | 1.58 | 1.88 | 2.27 | 2.83 | 2.78 | … | … | 0.87 | 1.75 | 1.72 | 1.84 | 2.08 | 2.32 | 2.33 | 2.54 | 2.71 | 3.32 | 3.01 | 3.16 | 3.38 | 3.09 | 3.27 | 3.55 | 3.59 | 3.63 | 3.54 | 3.22 | 3.71 | 3.88 | 4.27 | 4.65 | 4.50 | 5.48 | 4.99 | 5.00 | 5.40 | 5.01 | 4.48 | 5.58 | 6.15 | 6.55 | 6.98 | 7.10 | 0.70 |
Data as of 10/23/2023, Common starting date is 11/20/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NITEX (IDAHO TAX-EXEMPT FUND IDAHO TAX-EXEMPT FUND) |
-1.61%
Oct 2019 – Oct 2022 |
0.43%
Oct 2017 – Oct 2022 |
1.25%
Oct 2012 – Oct 2022 |
2.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NITEX (IDAHO TAX-EXEMPT FUND IDAHO TAX-EXEMPT FUND) |
8.62%
Nov 1994 – Nov 1997 |
7.81%
Aug 1988 – Aug 1993 |
6.67%
Dec 1987 – Dec 1997 |
6.18%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart