Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOHCX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS C) | 0.78% | 4.79% | 2.43% | -0.21% | 0.87% | 1.82% | 2.17% | … | … |
Data as of 06/03/2026, Common starting date is 11/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOHCX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS C) | 11/29/1993 | 06/03/2026 |
| 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 | 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 (%) | 0.56 | 4.79 | 2.43 | -0.21 | 0.87 | 1.82 | 2.17 | … | … | 0.78 | 2.43 | 1.03 | 4.69 | -9.55 | 0.40 | 3.88 | 5.35 | -0.03 | 3.23 | -0.65 | 1.80 | 7.45 | -2.93 | 6.64 | 7.79 | 0.20 | 9.58 | -2.00 | 2.24 | 3.04 | 1.73 | 2.80 | 3.89 | 8.65 | 2.42 | 10.81 | -3.82 | 4.75 | 6.41 | 2.53 | 15.30 | -5.93 | 1.76 |
| Sharpe Ratio | NA | 0.77 | -0.15 | -0.80 | -0.22 | NA | NA | … | … | -0.36 | -0.11 | -0.89 | 0.28 | -2.57 | 0.27 | 0.54 | 2.24 | -0.87 | 1.28 | -0.40 | 1.00 | 4.34 | -0.95 | 3.16 | 3.33 | 0.04 | 3.06 | -0.43 | -0.36 | -0.16 | -0.19 | 0.45 | 0.75 | 2.10 | -0.01 | 2.53 | -2.78 | 0.48 | 0.88 | -0.23 | 1.73 | -1.42 | 7.05 |
| Standard Deviation(%) | NA | 2.41 | 3.50 | 3.49 | 3.46 | NA | NA | … | … | 2.87 | 4.03 | 2.92 | 3.67 | 4.29 | 1.36 | 6.67 | 1.73 | 1.63 | 2.01 | 2.16 | 1.77 | 1.71 | 3.12 | 2.10 | 2.33 | 2.56 | 3.09 | 6.80 | 2.55 | 2.31 | 2.72 | 4.05 | 4.21 | 3.57 | 3.04 | 2.60 | 2.59 | 2.69 | 3.09 | 4.89 | 6.54 | 6.32 | 2.68 |
| Draw Down(%) | NA | 2.66 | 5.56 | 14.29 | 14.29 | NA | NA | … | … | 2.66 | 4.17 | 2.28 | 6.47 | 13.87 | 1.75 | 9.61 | 1.60 | 2.33 | 1.38 | 5.00 | 2.08 | 1.21 | 6.71 | 1.48 | 2.42 | 5.43 | 2.60 | 11.19 | 2.76 | 2.03 | 2.97 | 6.61 | 6.27 | 4.40 | 4.07 | 3.31 | 5.97 | 1.94 | 2.57 | 5.41 | 3.30 | 12.07 | 0.47 |
| Yield(%) | 0.00 | 2.19 | 2.16 | 1.59 | 1.76 | 2.19 | 2.48 | … | … | 0.78 | 2.28 | 2.38 | 1.79 | 0.90 | 1.15 | 1.71 | 1.87 | 2.10 | 2.24 | 2.36 | 2.53 | 2.63 | 2.82 | 3.25 | 3.09 | 3.55 | 2.93 | 3.18 | 4.07 | 3.84 | 4.36 | 3.92 | 4.15 | 4.40 | 3.99 | 4.33 | 3.98 | 6.33 | 4.95 | 4.40 | 5.08 | 4.34 | 0.72 |
Data as of 06/03/2026, Common starting date is 11/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOHCX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS C) |
-3.77%
Oct 2020 – Oct 2023 |
-0.92%
Jul 2020 – Jul 2025 |
0.37%
Oct 2012 – Oct 2022 |
1.52%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOHCX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS C) |
8.49%
Nov 1994 – Nov 1997 |
5.96%
Jan 2000 – Jan 2005 |
5.41%
Nov 1994 – Nov 2004 |
4.64%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart