Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFCYX (Tax-Free Conservative Fund Class Y) | 1.06% | 2.64% | 2.87% | 1.78% | NA | NA | NA | 1.55% |
Data as of 07/24/2025, AR inception is 09/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFCYX (Tax-Free Conservative Fund Class Y) | 09/08/2016 | 07/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.64 | 2.87 | 1.78 | NA | NA | NA | 1.55 | 1.06 | 3.24 | 3.30 | 1.18 | 0.11 | 0.46 | 1.41 | 1.14 | 0.56 | 0.00 |
| Sharpe Ratio | NA | -0.62 | -0.56 | -0.43 | NA | NA | NA | -0.34 | -1.32 | -3.63 | -1.04 | -0.39 | 0.51 | 0.96 | 0.01 | -0.51 | -0.57 | NA |
| Standard Deviation(%) | NA | 0.89 | 0.88 | 0.69 | NA | NA | NA | 0.57 | 0.82 | 0.92 | 0.92 | 0.51 | 0.17 | 0.24 | 0.40 | 0.34 | 0.20 | 0.00 |
| Draw Down(%) | NA | 0.10 | 0.10 | 0.10 | NA | NA | NA | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.49 | 2.70 | 1.66 | 1.18 | 0.79 | 0.59 | 1.47 | 0.94 | 3.18 | 3.14 | 0.96 | 0.01 | 0.45 | 1.40 | 1.13 | 0.56 | 0.00 |
Data as of 07/24/2025, AR inception is 09/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFCYX (Tax-Free Conservative Fund Class Y) |
0.44%
Jul 2019 - Jul 2022 |
0.72%
Apr 2017 - Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFCYX (Tax-Free Conservative Fund Class Y) |
2.88%
Apr 2022 - Apr 2025 |
1.77%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart