Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TTSMX (TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES) | NA | 2.90% | 1.39% | 0.23% | 1.19% | 1.42% | 1.87% | … | … |
Data as of 05/28/2025, Common starting date is 11/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTSMX (TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES) | 11/29/1994 | 05/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.90 | 1.39 | 0.23 | 1.19 | 1.42 | 1.87 | … | … | 0.83 | 1.18 | 2.42 | -3.77 | -0.27 | 3.19 | 4.50 | 0.94 | 1.73 | -0.45 | 1.73 | 2.77 | -0.94 | 2.02 | 5.06 | 2.50 | 5.47 | 2.92 | 3.15 | 2.56 | 0.45 | 1.39 | 3.81 | 8.36 | 3.94 | 5.61 | 1.15 | 4.34 | 5.38 | 3.93 | 7.11 | 1.33 |
| Sharpe Ratio | NA | -0.30 | -0.66 | -0.77 | -0.08 | NA | NA | … | … | -0.58 | -2.25 | -0.75 | -1.19 | -0.25 | 0.60 | 2.10 | -0.40 | 0.81 | -0.35 | 1.26 | 2.02 | -0.33 | 1.37 | 3.17 | 1.30 | 1.85 | 0.57 | 0.00 | -0.45 | -1.11 | 0.13 | 1.14 | 2.94 | 0.85 | 0.87 | -1.40 | 0.52 | 0.99 | 0.14 | 1.52 | 5.30 |
| Standard Deviation(%) | NA | 1.36 | 2.75 | 2.29 | 2.43 | NA | NA | … | … | 1.73 | 1.09 | 1.66 | 4.38 | 1.16 | 4.86 | 1.44 | 1.12 | 1.34 | 1.89 | 1.35 | 1.36 | 3.00 | 1.44 | 1.58 | 1.85 | 2.91 | 3.40 | 1.90 | 1.90 | 1.62 | 3.15 | 2.72 | 2.45 | 1.77 | 1.60 | 1.58 | 1.68 | 1.72 | 1.93 | 2.06 | 2.31 |
| Draw Down(%) | NA | 1.07 | 5.41 | 6.31 | 7.48 | NA | NA | … | … | 1.07 | 0.95 | 2.09 | 5.72 | 1.24 | 7.48 | 1.60 | 1.14 | 1.50 | 2.97 | 1.57 | 1.01 | 3.30 | 1.19 | 1.44 | 2.50 | 2.33 | 5.40 | 1.24 | 1.08 | 1.65 | 4.61 | 3.67 | 1.95 | 1.50 | 1.41 | 0.86 | 0.67 | 0.67 | 1.08 | 0.68 | 0.10 |
| Yield(%) | 0.00 | 1.89 | 1.72 | 1.59 | 1.59 | 1.74 | 2.03 | … | … | 0.63 | 1.84 | 1.70 | 1.50 | 1.54 | 1.61 | 1.63 | 1.48 | 1.63 | 1.51 | 1.54 | 1.91 | 1.79 | 2.01 | 2.39 | 2.32 | 2.65 | 2.95 | 3.00 | 2.99 | 2.77 | 2.38 | 3.21 | 4.22 | 3.97 | 4.11 | 3.70 | 3.86 | 4.01 | 4.03 | 4.19 | 0.73 |
Data as of 05/28/2025, Common starting date is 11/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTSMX (TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES) |
-1.42%
Sep 2020 – Sep 2023 |
0.31%
Feb 2020 – Feb 2025 |
0.72%
Oct 2012 – Oct 2022 |
1.44%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTSMX (TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES TENNESSEE TAX-FREE SHORT-TO-MEDIUM SERIES) |
6.81%
May 2000 – May 2003 |
4.98%
May 1998 – May 2003 |
4.50%
Jan 1995 – Jan 2005 |
3.99%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart