Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWMBX (MINNESOTA TAX-FREE FUND CLASS B) | NA | -7.13% | -1.30% | 1.31% | 2.22% | 3.40% | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWMBX (MINNESOTA TAX-FREE FUND CLASS B) | 02/21/1997 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.13 | -1.30 | 1.31 | 2.22 | 3.40 | NA | … | … | 0.00 | -3.84 | -2.10 | 5.05 | 8.66 | 1.74 | 11.60 | -4.27 | 2.07 | 3.48 | 2.11 | 3.05 | 4.28 | 8.44 | 4.41 | 11.67 | -6.52 | 5.34 | 7.35 |
| Sharpe Ratio | NA | -0.70 | -0.21 | 0.23 | 0.29 | NA | NA | … | … | 0.00 | -0.39 | -0.84 | 2.98 | 3.70 | 0.60 | 4.24 | -1.14 | -0.46 | 0.09 | -0.03 | 0.62 | 1.00 | 2.42 | 0.77 | 2.68 | -3.04 | 0.63 | 1.49 |
| Standard Deviation(%) | NA | 10.25 | 6.48 | 5.52 | 4.59 | NA | NA | … | … | NA | 9.81 | 2.54 | 1.69 | 2.33 | 2.76 | 2.71 | 4.54 | 2.06 | 2.00 | 2.23 | 3.37 | 3.60 | 3.03 | 2.76 | 2.85 | 3.21 | 3.20 | 3.41 |
| Draw Down(%) | NA | 9.78 | 9.78 | 9.78 | 9.78 | NA | NA | … | … | 0.00 | 9.78 | 5.41 | 1.33 | 2.11 | 4.88 | 2.03 | 8.51 | 1.86 | 1.33 | 2.44 | 5.45 | 5.55 | 3.48 | 3.23 | 3.54 | 8.29 | 2.26 | 2.32 |
| Yield(%) | 0.00 | 1.18 | 2.24 | 2.82 | 3.18 | 3.69 | 3.34 | … | … | 0.00 | 2.29 | 3.03 | 2.54 | 4.22 | 3.93 | 3.67 | 3.57 | 3.76 | 3.67 | 3.60 | 3.70 | 3.39 | 4.14 | 4.23 | 4.65 | 4.05 | 4.03 | 3.87 |
Data as of 06/16/2015, Common starting date is 02/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMBX (MINNESOTA TAX-FREE FUND CLASS B) |
-1.39%
May 2012 – May 2015 |
1.20%
May 2010 – May 2015 |
2.20%
May 2005 – May 2015 |
3.39%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMBX (MINNESOTA TAX-FREE FUND CLASS B) |
8.98%
May 2000 – May 2003 |
6.67%
Jan 2000 – Jan 2005 |
4.73%
Jan 2000 – Jan 2010 |
4.34%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart