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
WNTFX (NEBRASKA TAX-FREE INCOME FUND NEBRASKA TAX-FREE INCOME FUND) 0.67% 4.83% 2.81% 1.18% 1.41% 1.71% NA
Data as of 03/30/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
Name Start Date End Date
WNTFX (NEBRASKA TAX-FREE INCOME FUND NEBRASKA TAX-FREE INCOME FUND) 01/09/2007 03/30/2026
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
Annualized Return (%) 0.00 4.83 2.81 1.18 1.41 1.71 NA 0.67 2.49 1.20 3.79 -4.84 0.35 3.64 4.05 0.67 1.61 -0.71 0.96 2.81 -0.25 2.07 5.94 2.27 4.00 -2.40 -0.30
Sharpe Ratio NA 0.84 -0.21 -0.52 -0.08 NA NA 0.36 -0.12 -1.14 0.05 -2.26 0.29 0.65 2.37 -0.64 0.79 -0.81 1.22 3.24 -0.19 1.98 4.45 1.34 1.41 -0.82 -1.47
Standard Deviation(%) NA 2.73 2.51 2.41 2.48 NA NA 0.80 3.07 2.13 2.72 2.78 1.14 5.20 1.09 1.11 1.22 1.14 0.76 0.86 1.56 1.02 1.33 1.62 2.78 4.09 2.34
Draw Down(%) NA 3.00 4.70 8.73 8.73 NA NA 0.35 3.00 2.13 4.70 8.44 1.36 7.61 1.10 1.30 1.37 2.53 0.71 0.49 2.96 0.95 1.15 2.59 2.27 8.27 2.18
Yield(%) 0.00 2.61 2.22 1.86 1.66 1.88 1.58 0.67 2.32 2.01 2.05 1.84 1.13 1.63 1.27 1.47 1.41 1.68 1.93 2.20 2.61 2.15 2.62 2.47 0.00 0.00 0.00
Data as of 03/30/2026, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WNTFX (NEBRASKA TAX-FREE INCOME FUND NEBRASKA TAX-FREE INCOME FUND) -1.98%
Oct 2020 – Oct 2023
-0.06%
Oct 2017 – Oct 2022
0.40%
Oct 2012 – Oct 2022
1.05%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WNTFX (NEBRASKA TAX-FREE INCOME FUND NEBRASKA TAX-FREE INCOME FUND) 4.28%
Oct 2022 – Oct 2025
3.21%
Oct 2008 – Oct 2013
2.10%
Jan 2011 – Jan 2021
1.75%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return