Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTSMX (NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES) | NA | 2.92% | 1.35% | 0.19% | 1.13% | 1.56% | 1.97% | … | … |
Data as of 05/28/2025, Common starting date is 11/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTSMX (NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES) | 11/29/1995 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.92 | 1.35 | 0.19 | 1.13 | 1.56 | 1.97 | … | … | 0.19 | 1.00 | 2.54 | -4.67 | -0.08 | 3.25 | 5.07 | 0.76 | 2.50 | -0.98 | 1.18 | 2.21 | -0.26 | 2.74 | 6.36 | 3.01 | 5.56 | 2.20 | 3.69 | 2.68 | 0.54 | 1.49 | 4.37 | 8.12 | 5.36 | 5.52 | 0.93 | 4.78 | 5.03 | 4.55 | 0.99 |
| Sharpe Ratio | NA | -0.84 | -0.59 | -0.67 | -0.12 | NA | NA | … | … | -1.43 | -1.02 | -0.88 | -2.55 | -0.09 | 0.56 | 2.48 | -0.42 | 1.13 | -0.70 | 1.05 | 1.95 | -0.19 | 2.10 | 3.59 | 1.46 | 2.15 | 0.39 | 0.39 | -0.35 | -0.99 | 0.18 | 1.06 | 2.99 | 1.68 | 0.94 | -1.31 | 0.84 | 0.80 | 0.49 | 3.86 |
| Standard Deviation(%) | NA | 1.42 | 3.59 | 2.93 | 2.84 | NA | NA | … | … | 1.82 | 5.47 | 1.97 | 2.38 | 1.17 | 5.35 | 1.48 | 1.30 | 1.66 | 1.69 | 1.09 | 1.12 | 1.55 | 1.29 | 1.76 | 2.00 | 2.55 | 3.30 | 1.78 | 1.66 | 1.64 | 3.08 | 3.47 | 2.34 | 1.84 | 1.51 | 1.75 | 1.73 | 1.88 | 2.12 | 2.31 |
| Draw Down(%) | NA | 1.25 | 4.45 | 7.61 | 8.28 | NA | NA | … | … | 1.25 | 4.45 | 2.73 | 7.11 | 1.21 | 8.28 | 1.66 | 1.77 | 1.76 | 3.47 | 1.08 | 0.90 | 2.70 | 1.08 | 1.70 | 2.40 | 2.01 | 4.88 | 1.18 | 0.87 | 1.65 | 4.54 | 3.71 | 2.05 | 1.52 | 0.86 | 1.29 | 0.78 | 0.98 | 1.18 | 0.50 |
| Yield(%) | 0.00 | 1.92 | 1.80 | 1.63 | 1.60 | 1.82 | 2.09 | … | … | 0.63 | 1.89 | 1.83 | 1.55 | 1.52 | 1.60 | 1.59 | 1.48 | 1.55 | 1.50 | 1.62 | 1.92 | 1.97 | 2.27 | 2.38 | 2.35 | 2.73 | 3.02 | 3.04 | 2.93 | 2.77 | 2.39 | 3.10 | 4.17 | 3.90 | 3.99 | 3.72 | 3.90 | 3.95 | 4.05 | 0.49 |
Data as of 05/28/2025, Common starting date is 11/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTSMX (NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES) |
-1.68%
Sep 2020 – Sep 2023 |
0.17%
Feb 2020 – Feb 2025 |
0.61%
Oct 2012 – Oct 2022 |
1.57%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTSMX (NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES NORTH CAROLINA TAX-FREE SHORT-TO-MEDIUM SERIES) |
7.13%
May 2000 – May 2003 |
5.30%
May 1998 – May 2003 |
4.14%
Aug 2000 – Aug 2010 |
4.02%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart