Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TWTCX (INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) 0.69% 5.13% 2.61% -0.06% 1.02% 1.56% NA
Data as of 06/04/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
Name Start Date End Date
TWTCX (INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) 03/05/2010 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 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.28 5.13 2.61 -0.06 1.02 1.56 NA 0.69 3.58 0.63 4.37 -8.80 0.80 3.65 5.75 -0.09 3.75 -1.37 1.47 4.75 -3.22 4.09 8.11 -0.44
Sharpe Ratio NA 1.12 -0.11 -0.83 -0.18 NA NA -0.48 0.18 -1.09 0.21 -3.04 0.57 0.45 2.69 -1.09 1.62 -0.66 0.89 3.24 -1.26 2.24 3.58 -0.23
Standard Deviation(%) NA 2.23 3.33 3.15 3.45 NA NA 2.68 3.92 2.74 3.39 3.38 1.38 7.46 1.59 1.37 1.92 2.39 1.62 1.46 2.58 1.82 2.26 2.72
Draw Down(%) NA 2.73 5.00 13.08 13.08 NA NA 2.73 4.37 2.29 5.85 12.23 1.84 11.48 1.54 2.00 1.56 5.70 2.38 1.08 5.91 1.82 1.94 4.89
Yield(%) 0.00 2.24 2.21 1.73 1.62 1.73 1.44 0.78 2.39 2.18 2.04 1.43 0.97 1.37 1.59 1.65 1.66 1.47 1.62 1.66 1.76 1.80 2.37 1.67
Data as of 06/04/2026, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TWTCX (INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) -3.01%
Oct 2020 – Oct 2023
-0.54%
Oct 2017 – Oct 2022
0.22%
Oct 2012 – Oct 2022
1.25%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TWTCX (INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) 4.26%
Apr 2010 – Apr 2013
3.38%
Jan 2011 – Jan 2016
2.80%
Jan 2011 – Jan 2021
1.86%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return