Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NWMIX (MINNESOTA TAX-FREE FUND ADMINISTRATOR CLASS) | -1.58% | -0.43% | 1.22% | 0.06% | 1.64% | 2.47% | 2.89% | 3.82% |
Data as of 07/16/2025, AR inception is 08/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWMIX (MINNESOTA TAX-FREE FUND ADMINISTRATOR CLASS) | 08/30/1993 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | -0.43 | 1.22 | 0.06 | 1.64 | 2.47 | 2.89 | 3.82 | -1.58 | 1.80 | 4.19 | -6.17 | 0.28 | 4.13 | 6.12 | 0.97 | 4.09 | 0.56 | 2.92 | 7.11 | -1.01 | 6.12 | 9.91 | 1.77 | 12.73 | -3.33 | 3.19 | 4.41 | 3.14 | 4.09 | 5.13 | 8.64 | 5.19 | 12.59 | -5.92 | 6.21 | 9.17 | 3.77 | 17.08 | -5.91 | 1.21 |
| Sharpe Ratio | NA | -0.71 | -0.55 | -0.62 | 0.08 | NA | NA | 0.60 | -0.94 | -1.81 | -0.02 | -2.50 | 0.19 | 0.60 | 2.92 | -0.23 | 1.97 | 0.17 | 1.73 | 4.35 | -0.40 | 3.42 | 4.10 | 0.64 | 4.43 | -0.92 | 0.09 | 0.53 | 0.41 | 0.89 | 1.21 | 2.42 | 1.00 | 2.90 | -2.82 | 0.87 | 1.60 | 0.05 | 3.01 | -1.55 | 0.36 |
| Standard Deviation(%) | NA | 4.41 | 3.49 | 2.97 | 3.14 | NA | NA | 3.29 | 5.42 | 2.65 | 3.18 | 3.03 | 1.36 | 6.46 | 1.62 | 1.47 | 1.77 | 2.05 | 1.67 | 1.63 | 2.62 | 1.79 | 2.41 | 2.62 | 2.85 | 4.61 | 2.19 | 2.16 | 2.35 | 3.55 | 3.67 | 3.12 | 2.92 | 2.94 | 3.24 | 3.31 | 3.53 | 5.30 | 4.40 | 5.71 | 4.22 |
| Draw Down(%) | NA | 4.43 | 5.37 | 10.25 | 10.25 | NA | NA | 11.18 | 4.21 | 1.87 | 5.25 | 9.49 | 1.62 | 9.73 | 1.28 | 1.52 | 1.12 | 3.98 | 1.30 | 1.00 | 5.09 | 1.37 | 2.11 | 4.64 | 2.03 | 8.28 | 1.74 | 1.20 | 2.27 | 5.19 | 5.39 | 3.57 | 3.17 | 3.57 | 7.84 | 2.17 | 2.48 | 4.84 | 2.13 | 10.95 | 3.35 |
| Yield(%) | 0.00 | 2.68 | 2.63 | 2.14 | 2.55 | 3.07 | 3.35 | 4.02 | 1.03 | 3.23 | 2.61 | 1.99 | 1.27 | 2.22 | 2.63 | 2.90 | 2.91 | 3.45 | 3.32 | 3.81 | 4.02 | 3.57 | 5.47 | 3.98 | 4.75 | 4.53 | 4.76 | 4.67 | 4.61 | 4.70 | 4.13 | 4.53 | 5.00 | 5.43 | 4.76 | 4.79 | 5.06 | 5.00 | 5.89 | 4.69 | 2.03 |
Data as of 07/16/2025, AR inception is 08/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMIX (MINNESOTA TAX-FREE FUND ADMINISTRATOR CLASS) |
-2.34%
Oct 2020 - Oct 2023 |
0.31%
Jun 2020 - Jun 2025 |
1.53%
Oct 2012 - Oct 2022 |
2.54%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWMIX (MINNESOTA TAX-FREE FUND ADMINISTRATOR CLASS) |
10.24%
Nov 1994 - Nov 1997 |
7.44%
Jan 2000 - Jan 2005 |
6.57%
Nov 1994 - Nov 2004 |
5.76%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart