Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWFRX (WISCONSIN TAX-FREE FUND INVESTOR CLASS) | NA | -1.18% | -0.78% | 0.22% | 0.39% | NA | NA | … | … |
Data as of 10/29/2015, Common starting date is 08/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWFRX (WISCONSIN TAX-FREE FUND INVESTOR CLASS) | 08/23/2001 | 10/29/2015 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -1.18 | -0.78 | 0.22 | 0.39 | NA | NA | … | … | -0.18 | 3.11 | -4.50 | 1.55 | 3.99 | -0.38 | 6.02 | -5.32 | -0.57 | 0.38 | -0.66 | -1.39 | 1.03 | 5.13 | -1.55 |
| Sharpe Ratio | NA | -0.70 | -0.45 | 0.10 | -0.19 | NA | NA | … | … | -0.17 | 1.75 | -2.02 | 1.09 | 2.26 | -0.28 | 2.19 | -1.40 | -1.94 | -1.67 | -1.43 | -0.80 | 0.10 | 1.48 | -2.32 |
| Standard Deviation(%) | NA | 1.71 | 1.85 | 1.82 | 2.30 | NA | NA | … | … | 1.34 | 1.77 | 2.25 | 1.39 | 1.75 | 1.66 | 2.71 | 4.48 | 1.93 | 1.82 | 2.05 | 2.96 | 3.19 | 2.68 | 2.67 |
| Draw Down(%) | NA | 2.17 | 6.30 | 6.30 | 9.61 | NA | NA | … | … | 2.17 | 1.80 | 5.55 | 1.60 | 1.52 | 3.68 | 2.40 | 9.61 | 2.72 | 2.36 | 2.52 | 5.03 | 5.33 | 3.25 | 3.45 |
| Yield(%) | 0.00 | 3.18 | 3.07 | 3.19 | 3.54 | 3.47 | 2.61 | … | … | 1.62 | 3.74 | 3.38 | 2.80 | 3.69 | 2.74 | 4.54 | 3.57 | 3.79 | 4.09 | 3.04 | 4.57 | 3.70 | 3.43 | 2.08 |
Data as of 10/29/2015, Common starting date is 08/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWFRX (WISCONSIN TAX-FREE FUND INVESTOR CLASS) |
-1.87%
Dec 2005 – Dec 2008 |
-1.53%
Dec 2003 – Dec 2008 |
-0.14%
Dec 2003 – Dec 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWFRX (WISCONSIN TAX-FREE FUND INVESTOR CLASS) |
3.18%
Dec 2008 – Dec 2011 |
1.72%
Feb 2008 – Feb 2013 |
0.86%
Mar 2002 – Mar 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart