Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWWOX (INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) | 0.94% | 6.07% | 3.38% | 0.68% | 1.75% | 2.31% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWWOX (INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) | 03/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 6.07 | 3.38 | 0.68 | 1.75 | 2.31 | NA | … | … | 0.94 | 4.27 | 1.40 | 5.17 | -8.10 | 1.45 | 4.43 | 6.53 | 0.67 | 4.52 | -0.60 | 2.23 | 5.53 | -2.51 | 4.88 | 8.92 | 0.13 |
| Sharpe Ratio | NA | 1.41 | 0.13 | -0.58 | 0.04 | NA | NA | … | … | -0.16 | 0.35 | -0.79 | 0.45 | -2.79 | 0.97 | 0.56 | 3.09 | -0.50 | 1.94 | -0.34 | 1.28 | 3.57 | -0.97 | 2.56 | 3.79 | 0.02 |
| Standard Deviation(%) | NA | 2.35 | 3.39 | 3.21 | 3.50 | NA | NA | … | … | 2.69 | 4.02 | 2.80 | 3.42 | 3.43 | 1.47 | 7.50 | 1.63 | 1.43 | 2.00 | 2.44 | 1.71 | 1.54 | 2.62 | 1.90 | 2.34 | 2.77 |
| Draw Down(%) | NA | 2.82 | 4.91 | 12.35 | 12.35 | NA | NA | … | … | 2.82 | 4.31 | 2.13 | 5.57 | 11.72 | 1.83 | 11.47 | 1.54 | 1.78 | 1.44 | 5.45 | 2.14 | 1.02 | 5.59 | 1.76 | 1.94 | 4.80 |
| Yield(%) | 0.00 | 2.96 | 2.95 | 2.40 | 2.32 | 2.48 | 2.04 | … | … | 1.03 | 3.14 | 2.93 | 2.80 | 2.12 | 1.61 | 2.13 | 2.35 | 2.40 | 2.42 | 2.24 | 2.37 | 2.43 | 2.47 | 2.57 | 3.13 | 2.16 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| TWWOX (INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) |
-2.30%
Oct 2020 – Oct 2023 |
0.18%
Oct 2017 – Oct 2022 |
0.97%
Oct 2012 – Oct 2022 |
2.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWWOX (INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) |
5.03%
Apr 2010 – Apr 2013 |
4.17%
Jan 2011 – Jan 2016 |
3.58%
Jan 2011 – Jan 2021 |
2.62%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart