Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMTCX (MINNESOTA TAX-FREE FUND CLASS C) | NA | 2.28% | 2.74% | 0.03% | 1.11% | 1.90% | 2.18% | … | … |
Data as of 11/19/2025, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMTCX (MINNESOTA TAX-FREE FUND CLASS C) | 04/13/2005 | 11/19/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.28 | 2.74 | 0.03 | 1.11 | 1.90 | 2.18 | … | … | 2.54 | 1.58 | 3.18 | -7.10 | -0.22 | 3.07 | 5.07 | -0.03 | 2.97 | -0.33 | 1.89 | 6.06 | -2.09 | 5.05 | 8.94 | 0.84 | 11.58 | -4.28 | 2.17 | 3.37 | 1.65 |
| Sharpe Ratio | NA | -0.16 | -0.20 | -0.75 | -0.13 | NA | NA | … | … | -0.02 | -0.79 | -0.15 | -2.90 | -0.19 | 0.44 | 2.37 | -0.96 | 1.33 | -0.26 | 1.23 | 4.21 | -0.85 | 2.89 | 3.86 | 0.30 | 4.27 | -1.16 | -0.50 | -0.02 | -0.05 |
| Standard Deviation(%) | NA | 4.26 | 3.37 | 2.97 | 3.12 | NA | NA | … | … | 4.37 | 2.60 | 3.16 | 2.95 | 1.27 | 6.39 | 1.52 | 1.49 | 1.74 | 2.07 | 1.52 | 1.44 | 2.52 | 1.74 | 2.31 | 2.54 | 2.69 | 4.50 | 1.99 | 1.97 | 2.20 |
| Draw Down(%) | NA | 4.75 | 5.56 | 11.18 | 11.18 | NA | NA | … | … | 4.30 | 1.87 | 5.56 | 10.26 | 1.62 | 9.64 | 1.28 | 1.77 | 1.36 | 4.37 | 1.62 | 1.17 | 5.41 | 1.37 | 2.11 | 4.88 | 2.03 | 8.43 | 1.87 | 1.33 | 1.79 |
| Yield(%) | 0.00 | 2.12 | 2.28 | 1.59 | 1.73 | 2.22 | 2.49 | … | … | 1.79 | 3.01 | 1.75 | 1.05 | 0.69 | 1.20 | 1.60 | 1.92 | 1.91 | 2.46 | 2.32 | 2.80 | 3.03 | 2.54 | 4.47 | 3.05 | 3.66 | 3.57 | 3.77 | 3.67 | 2.28 |
Data as of 11/19/2025, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMTCX (MINNESOTA TAX-FREE FUND CLASS C) |
-3.16%
Oct 2020 – Oct 2023 |
-0.67%
Jul 2020 – Jul 2025 |
0.56%
Oct 2012 – Oct 2022 |
1.48%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMTCX (MINNESOTA TAX-FREE FUND CLASS C) |
7.02%
Dec 2008 – Dec 2011 |
4.80%
Oct 2008 – Oct 2013 |
3.57%
Jun 2006 – Jun 2016 |
2.91%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart