Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFCYX (Tax-Free Conservative Fund Class Y) | 0.73% | 2.25% | 2.90% | 2.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFCYX (Tax-Free Conservative Fund Class Y) | 09/08/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.25 | 2.90 | 2.23 | NA | NA | NA | … | … | 0.73 | 2.72 | 3.24 | 3.30 | 1.18 | 0.11 | 0.46 | 1.41 | 1.14 | 0.56 | 0.00 |
| Sharpe Ratio | NA | -0.22 | -0.31 | -0.39 | NA | NA | NA | … | … | -1.00 | -0.19 | -0.42 | -0.39 | -0.48 | 0.50 | 0.89 | -0.16 | -0.72 | -0.69 | NA |
| Standard Deviation(%) | NA | 0.76 | 0.89 | 0.76 | NA | NA | NA | … | … | 0.71 | 0.85 | 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 | 2.23 | 2.86 | 2.15 | 1.43 | 0.95 | 0.71 | … | … | 0.73 | 2.68 | 3.18 | 3.17 | 0.96 | 0.01 | 0.45 | 1.40 | 1.13 | 0.56 | 0.00 |
Data as of 06/04/2026, Common starting date 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) |
3.11%
Oct 2022 – Oct 2025 |
2.23%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart