Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TNTIX (TENNESSEE TAX-FREE INCOME SERIES TENNESSEE TAX-FREE INCOME SERIES) | -2.08% | -1.74% | 0.75% | -0.38% | 1.37% | 2.29% | 2.30% | 3.42% |
Data as of 07/14/2025, AR inception is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNTIX (TENNESSEE TAX-FREE INCOME SERIES TENNESSEE TAX-FREE INCOME SERIES) | 12/30/1993 | 07/14/2025 |
| 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 (%) | -0.29 | -1.74 | 0.75 | -0.38 | 1.37 | 2.29 | 2.30 | 3.42 | -2.08 | 0.51 | 4.54 | -7.05 | 1.12 | 3.98 | 5.93 | 0.30 | 3.99 | 0.17 | 2.35 | 8.98 | -2.35 | 6.45 | 9.99 | 1.73 | 9.27 | -3.53 | 1.48 | 2.36 | 0.28 | 2.55 | 5.16 | 7.74 | 4.39 | 6.58 | -4.29 | 7.95 | 8.92 | 5.17 | 18.39 | -1.25 | 0.06 |
| Sharpe Ratio | NA | -0.58 | -0.46 | -0.54 | -0.01 | NA | NA | 0.34 | -0.63 | -1.87 | 0.08 | -2.42 | 0.74 | 0.64 | 2.41 | -0.53 | 1.53 | -0.02 | 1.10 | 4.26 | -0.79 | 2.55 | 3.53 | 0.56 | 2.31 | -0.59 | -0.59 | -0.44 | -0.23 | 0.43 | 1.12 | 2.09 | 0.58 | 0.18 | -2.66 | 1.24 | 1.57 | 0.36 | 3.46 | -0.54 | NA |
| Standard Deviation(%) | NA | 8.14 | 5.42 | 4.40 | 3.87 | NA | NA | 4.81 | 10.64 | 3.25 | 3.53 | 3.50 | 1.48 | 5.87 | 1.88 | 1.91 | 2.20 | 2.46 | 2.12 | 2.10 | 3.01 | 2.53 | 2.82 | 2.93 | 3.97 | 7.46 | 2.58 | 2.09 | 8.27 | 3.73 | 3.98 | 3.17 | 3.65 | 14.23 | 2.83 | 3.73 | 3.43 | 4.68 | 4.20 | 7.77 | 0.00 |
| Draw Down(%) | NA | 7.98 | 7.98 | 11.38 | 11.38 | NA | NA | 13.04 | 7.69 | 2.61 | 5.89 | 11.16 | 1.44 | 8.22 | 1.62 | 2.13 | 1.48 | 4.93 | 2.25 | 1.51 | 6.36 | 1.96 | 2.60 | 5.14 | 3.44 | 13.04 | 2.76 | 2.11 | 6.17 | 5.71 | 4.18 | 2.50 | 2.75 | 9.44 | 6.09 | 2.09 | 1.93 | 4.37 | 2.14 | 7.90 | 0.00 |
| Yield(%) | 0.00 | 2.36 | 2.44 | 2.26 | 2.51 | 2.89 | 2.74 | 3.61 | 0.98 | 2.64 | 2.54 | 2.26 | 2.30 | 2.39 | 2.57 | 2.62 | 2.80 | 2.87 | 2.98 | 3.57 | 3.11 | 3.32 | 3.78 | 3.69 | 2.71 | 2.50 | 2.44 | 1.88 | 1.62 | 2.58 | 4.20 | 4.09 | 4.79 | 2.14 | 3.16 | 5.28 | 5.17 | 5.16 | 5.84 | 5.23 | 0.16 |
Data as of 07/14/2025, AR inception is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNTIX (TENNESSEE TAX-FREE INCOME SERIES TENNESSEE TAX-FREE INCOME SERIES) |
-2.66%
Oct 2020 - Oct 2023 |
-0.28%
May 2020 - May 2025 |
1.27%
Oct 2012 - Oct 2022 |
2.31%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNTIX (TENNESSEE TAX-FREE INCOME SERIES TENNESSEE TAX-FREE INCOME SERIES) |
10.81%
Nov 1994 - Nov 1997 |
8.47%
Apr 1994 - Apr 1999 |
6.25%
Oct 1994 - Oct 2004 |
4.79%
Sep 1994 - Sep 2009 |
Annualized Rolling Returns Comparison Chart