TOHAX | OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A

Basic Info 10.75 0.02(0.19%)
May 21

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A started on 04/29/1985

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A is classified as asset class Muni Ohio

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A expense ratio is 0.80%

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A rating is

(71%)

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) Dividend Info

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) dividend growth in the last 12 months is 39.07%

The trailing 12-month yield of OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A is 2.67%. its dividend history:

Date	Dividend
04/30/2024	0.0248
04/01/2024	0.0252
02/29/2024	0.0233
01/31/2024	0.0249
01/02/2024	0.0247
12/01/2023	0.0242
11/01/2023	0.0246
10/02/2023	0.0234
09/01/2023	0.0244
08/01/2023	0.0236
07/03/2023	0.0221
06/01/2023	0.0231
05/01/2023	0.0197
04/03/2023	0.0219
03/01/2023	0.0196
02/01/2023	0.0214
11/30/2022	0.0198
10/31/2022	0.0193
09/30/2022	0.0179
08/31/2022	0.0179
07/29/2022	0.0181
06/30/2022	0.0165
05/31/2022	0.0152
04/29/2022	0.0119
03/31/2022	0.0109
02/28/2022	0.0094
01/31/2022	0.0103
12/31/2021	0.0121
12/09/2021	0.0057
11/30/2021	0.0125
10/29/2021	0.0165
09/30/2021	0.0145
08/31/2021	0.0139
07/30/2021	0.0209
06/30/2021	0.0223
05/28/2021	0.0217
04/30/2021	0.0236
03/31/2021	0.0233
02/26/2021	0.0216
01/29/2021	0.0216
12/31/2020	0.0245
12/17/2020	0.0134
11/30/2020	0.0236
10/30/2020	0.0233
09/30/2020	0.0233
08/31/2020	0.0223
07/31/2020	0.0256
06/30/2020	0.0236
05/29/2020	0.0247
04/30/2020	0.0237
03/31/2020	0.024
02/28/2020	0.022
01/31/2020	0.025
01/30/2020	0.0008
12/11/2019	0.007
11/29/2019	0.0255
10/31/2019	0.0254
09/30/2019	0.0228
08/30/2019	0.0275
07/31/2019	0.0266
06/28/2019	0.0256
05/31/2019	0.0269
04/30/2019	0.0258
03/29/2019	0.0271
02/28/2019	0.0244
01/31/2019	0.0269
12/31/2018	0.0275
11/30/2018	0.0261
10/31/2018	0.0287
09/28/2018	0.0269
08/31/2018	0.0284
07/31/2018	0.0288
06/29/2018	0.0284
05/31/2018	0.0288
04/30/2018	0.027
03/29/2018	0.027
02/28/2018	0.024
01/31/2018	0.028
12/29/2017	0.029
11/30/2017	0.028
10/31/2017	0.028
09/29/2017	0.028
08/31/2017	0.029
07/31/2017	0.0291
06/30/2017	0.0279
05/31/2017	0.0293
04/28/2017	0.0285
03/31/2017	0.03
02/28/2017	0.027
01/31/2017	0.03
12/30/2016	0.029
12/13/2016	0.016
11/30/2016	0.029
10/31/2016	0.029
09/30/2016	0.029
08/31/2016	0.029
07/29/2016	0.029
06/30/2016	0.029
05/31/2016	0.03
04/29/2016	0.029
03/31/2016	0.03
02/29/2016	0.028
01/29/2016	0.03
12/31/2015	0.031
12/11/2015	0.018
11/30/2015	0.029
10/30/2015	0.031
09/30/2015	0.03
08/31/2015	0.032
07/31/2015	0.032
06/30/2015	0.03
05/29/2015	0.031
04/30/2015	0.031
03/31/2015	0.032
02/27/2015	0.029
01/30/2015	0.033
12/31/2014	0.032
11/28/2014	0.031
10/31/2014	0.032
09/30/2014	0.031
08/29/2014	0.033
07/31/2014	0.033
06/30/2014	0.032
05/30/2014	0.033
04/30/2014	0.031
03/31/2014	0.034
02/28/2014	0.031
01/31/2014	0.034
12/31/2013	0.034
12/12/2013	0.035
11/29/2013	0.033
10/31/2013	0.033
09/30/2013	0.033
08/30/2013	0.034
07/31/2013	0.033
06/28/2013	0.032
05/31/2013	0.033
04/30/2013	0.032
03/28/2013	0.033
02/28/2013	0.03
01/31/2013	0.033
12/31/2012	0.034
12/06/2012	0.069
11/30/2012	0.031
10/31/2012	0.033
09/28/2012	0.032
08/31/2012	0.033
07/31/2012	0.034
06/29/2012	0.033
05/31/2012	0.034
04/30/2012	0.033
03/30/2012	0.034
02/29/2012	0.032
01/31/2012	0.035
12/30/2011	0.035
12/15/2011	0.011
11/30/2011	0.036
10/31/2011	0.035
09/30/2011	0.034
08/31/2011	0.035
07/29/2011	0.035
06/30/2011	0.033
05/31/2011	0.036
04/29/2011	0.034
03/31/2011	0.036
02/28/2011	0.033
01/31/2011	0.036
12/31/2010	0.036
12/09/2010	0.089
11/30/2010	0.034
10/29/2010	0.035
09/30/2010	0.034
08/31/2010	0.036
07/30/2010	0.035
06/30/2010	0.034
05/28/2010	0.036
04/30/2010	0.017
03/31/2010	0.036
02/26/2010	0.032
01/29/2010	0.036
11/30/2009	0.033
10/30/2009	0.036
09/30/2009	0.035
08/31/2009	0.036
07/31/2009	0.036
06/01/2009	0.036
05/29/2009	0.036
04/30/2009	0.035
03/31/2009	0.036
02/27/2009	0.033
01/30/2009	0.037
12/31/2008	0.037
11/28/2008	0.036
10/31/2008	0.038
09/30/2008	0.036
08/29/2008	0.037
07/31/2008	0.038
06/30/2008	0.037
05/30/2008	0.037
04/30/2008	0.036
03/31/2008	0.039
02/29/2008	0.035
01/31/2008	0.037
12/31/2007	0.038
12/13/2007	0.118
11/30/2007	0.036
10/31/2007	0.038
09/28/2007	0.033
08/31/2007	0.041
07/31/2007	0.038
06/29/2007	0.037
05/31/2007	0.037
04/30/2007	0.036
03/30/2007	0.038
02/28/2007	0.035
01/31/2007	0.038
12/29/2006	0.039
12/07/2006	0.113
11/30/2006	0.037
10/31/2006	0.038
09/29/2006	0.037
08/31/2006	0.039
07/31/2006	0.004
06/30/2006	0.038
05/31/2006	0.038
04/28/2006	0.037
03/31/2006	0.039
02/28/2006	0.035
01/31/2006	0.036
12/30/2005	0.039
12/08/2005	0.162
11/30/2005	0.038
10/31/2005	0.039
09/30/2005	0.038
08/31/2005	0.039
07/29/2005	0.039
06/30/2005	0.037
05/31/2005	0.038
04/29/2005	0.037
03/31/2005	0.038
02/28/2005	0.034
01/31/2005	0.038
12/31/2004	0.037
12/07/2004	0.014
11/30/2004	0.037
10/29/2004	0.039
09/30/2004	0.037
08/31/2004	0.039
07/30/2004	0.038
06/30/2004	0.035
05/28/2004	0.04
05/20/2004	0.091
04/30/2004	0.04
03/31/2004	0.042
02/27/2004	0.039
01/30/2004	0.042
12/31/2003	0.041
12/05/2003	0.117
11/28/2003	0.041
10/31/2003	0.042
09/30/2003	0.038
08/29/2003	0.039
07/31/2003	0.04
06/30/2003	0.038
05/30/2003	0.038
04/30/2003	0.039
03/31/2003	0.042
02/28/2003	0.025
01/31/2003	0.029
12/31/2002	0.041
12/03/2002	0.073
11/29/2002	0.028
10/31/2002	0.044
09/30/2002	0.042
08/30/2002	0.044
07/31/2002	0.044
06/28/2002	0.043
05/31/2002	0.031
04/30/2002	0.029
03/28/2002	0.045
02/28/2002	0.041
01/31/2002	0.045
12/31/2001	0.045
11/30/2001	0.063
10/31/2001	0.045
09/28/2001	0.044
08/31/2001	0.046
07/31/2001	0.047
06/29/2001	0.046
05/31/2001	0.048
04/30/2001	0.046
03/30/2001	0.047
02/28/2001	0.043
01/31/2001	0.048
12/29/2000	0.048
11/30/2000	0.046
10/31/2000	0.048
09/29/2000	0.046
08/31/2000	0.048
07/31/2000	0.048
06/30/2000	0.047
05/31/2000	0.049
04/28/2000	0.047
03/31/2000	0.049
02/29/2000	0.046
01/31/2000	0.05
12/31/1999	0.05
11/30/1999	0.047
10/29/1999	0.049
09/30/1999	0.048
08/31/1999	0.05
07/30/1999	0.048
06/30/1999	0.047
05/28/1999	0.049
04/30/1999	0.047
03/31/1999	0.048
02/26/1999	0.044
01/29/1999	0.048
12/31/1998	0.049
11/30/1998	0.047
10/30/1998	0.05
09/30/1998	0.048
08/31/1998	0.05
07/31/1998	0.05
06/30/1998	0.049
05/29/1998	0.051
04/30/1998	0.05
03/31/1998	0.052
02/27/1998	0.047
01/30/1998	0.052
12/31/1997	0.052
11/28/1997	0.051
10/31/1997	0.053
09/30/1997	0.051
08/29/1997	0.053
07/31/1997	0.052
06/30/1997	0.051
05/30/1997	0.052
04/30/1997	0.05
03/31/1997	0.052
02/28/1997	0.047
01/31/1997	0.053
12/31/1996	0.053
11/29/1996	0.05
10/31/1996	0.052
09/30/1996	0.05
08/30/1996	0.052
07/31/1996	0.051
06/28/1996	0.05
05/31/1996	0.052
04/30/1996	0.051
03/29/1996	0.052
02/29/1996	0.049
01/31/1996	0.053
12/29/1995	0.053
11/30/1995	0.051
10/31/1995	0.053
09/29/1995	0.052
08/31/1995	0.053
07/31/1995	0.053
06/30/1995	0.054
05/31/1995	0.055
04/28/1995	0.053
03/31/1995	0.054
02/28/1995	0.048
01/31/1995	0.055
12/30/1994	0.054
11/30/1994	0.052
10/31/1994	0.053
09/30/1994	0.051
08/31/1994	0.051
07/29/1994	0.05
06/30/1994	0.049
05/31/1994	0.051
04/29/1994	0.049
03/31/1994	0.05
02/28/1994	0.046
01/31/1994	0.052
12/31/1993	0.052
11/30/1993	0.051
10/29/1993	0.052
09/30/1993	0.051
08/31/1993	0.052
07/30/1993	0.053
06/30/1993	0.051
05/28/1993	0.053
04/30/1993	0.052
03/31/1993	0.053
02/26/1993	0.048
01/29/1993	0.055
12/31/1992	0.056
11/30/1992	0.054
10/30/1992	0.056
09/30/1992	0.054
08/31/1992	0.056
07/31/1992	0.058
06/30/1992	0.056
05/29/1992	0.057
04/30/1992	0.058
03/31/1992	0.059
02/28/1992	0.055
01/31/1992	0.059
12/31/1991	0.061
11/29/1991	0.058
10/31/1991	0.061
09/30/1991	0.061
08/30/1991	0.063
07/31/1991	0.062
06/28/1991	0.057
05/31/1991	0.056
04/30/1991	0.055
03/28/1991	0.054
02/28/1991	0.047
01/31/1991	0.055
12/31/1990	0.06
11/30/1990	0.057
10/31/1990	0.06
09/28/1990	0.058
08/31/1990	0.061
07/31/1990	0.061
06/29/1990	0.06
05/31/1990	0.062
04/30/1990	0.063
03/30/1990	0.067
02/28/1990	0.059
01/31/1990	0.062
12/29/1989	0.062
11/30/1989	0.06
10/31/1989	0.062
09/29/1989	0.06
08/31/1989	0.063
07/31/1989	0.064
06/30/1989	0.063
05/31/1989	0.065
04/28/1989	0.063
03/31/1989	0.065
02/28/1989	0.058
01/31/1989	0.064
12/30/1988	0.065
11/30/1988	0.062
10/31/1988	0.066
09/30/1988	0.063
08/31/1988	0.064
07/29/1988	0.064
06/30/1988	0.065
05/31/1988	0.069
04/29/1988	0.063
03/31/1988	0.061
02/29/1988	0.06
01/29/1988	0.064
12/31/1987	0.065
11/30/1987	0.062
10/30/1987	0.067
09/30/1987	0.064
08/31/1987	0.066
07/31/1987	0.065
06/30/1987	0.059
05/29/1987	0.064
04/30/1987	0.064
03/31/1987	0.064
02/27/1987	0.057
01/30/1987	0.064
12/31/1986	0.067
11/28/1986	0.061
10/31/1986	0.065
09/30/1986	0.064
08/29/1986	0.068
07/31/1986	0.068
06/30/1986	0.067
05/30/1986	0.066
04/30/1986	0.064
03/31/1986	0.066
02/28/1986	0.062
01/31/1986	0.07
12/31/1985	0.07
11/29/1985	0.066
10/31/1985	0.066
09/30/1985	0.064
08/30/1985	0.069
07/31/1985	0.067
06/28/1985	0.067
05/31/1985	0.064
04/30/1985	0.056

Dividend Growth History for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.248	2.33%	48.33%	-
2022	$0.1672	1.41%	-27.37%	48.33%
2021	$0.2302	1.93%	-23.22%	3.79%
2020	$0.2998	2.56%	2.85%	-6.13%
2019	$0.2915	2.58%	-11.56%	-3.96%
2018	$0.3296	2.85%	-4.13%	-5.53%
2017	$0.3438	3.01%	-6.07%	-5.30%
2016	$0.366	3.10%	-5.91%	-5.41%
2015	$0.389	3.27%	0.52%	-5.47%
2014	$0.387	3.41%	-9.58%	-4.82%
2013	$0.428	3.55%	-8.35%	-5.31%
2012	$0.467	4.01%	8.86%	-5.59%
2011	$0.429	3.85%	-12.45%	-4.46%
2010	$0.49	4.25%	25.96%	-5.10%
2009	$0.389	3.60%	-12.19%	-3.16%
2008	$0.443	3.88%	-21.31%	-3.79%
2007	$0.563	4.84%	6.23%	-5.00%
2006	$0.53	4.52%	-13.96%	-4.37%
2005	$0.616	5.12%	8.07%	-4.93%
2004	$0.57	4.70%	0.18%	-4.29%
2003	$0.569	4.68%	3.45%	-4.07%
2002	$0.55	4.68%	-3.17%	-3.72%
2001	$0.568	4.73%	-0.70%	-3.70%
2000	$0.572	5.10%	-0.52%	-3.57%
1999	$0.575	4.72%	-3.36%	-3.44%
1998	$0.595	4.79%	-3.57%	-3.44%
1997	$0.617	5.07%	0.33%	-3.44%
1996	$0.615	4.92%	-3.00%	-3.31%
1995	$0.634	5.60%	4.28%	-3.30%
1994	$0.608	4.82%	-2.41%	-3.04%
1993	$0.623	5.26%	-8.11%	-3.02%
1992	$0.678	5.87%	-1.74%	-3.19%
1991	$0.69	6.24%	-5.48%	-3.15%
1990	$0.73	6.56%	-2.54%	-3.22%
1989	$0.749	6.85%	-2.22%	-3.20%
1988	$0.766	7.21%	0.66%	-3.17%
1987	$0.761	6.67%	-3.43%	-3.07%
1986	$0.788	7.50%	33.79%	-3.08%
1985	$0.589	5.85%	-	-2.25%

Dividend Growth Chart for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX)

OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) Historical Returns And Risk Info

From 11/12/1998 to 05/21/2024, the compound annualized total return (dividend reinvested) of OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 3.276%. Its cumulative total return (dividend reinvested) is 127.325%.

From 11/12/1998 to 05/21/2024, the Maximum Drawdown of OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 13.3%.

From 11/12/1998 to 05/21/2024, the Sharpe Ratio of OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 0.67.

From 11/12/1998 to 05/21/2024, the Annualized Standard Deviation of OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 3.9%.

From 11/12/1998 to 05/21/2024, the Beta of OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 0.85.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 11/12/1998	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	1993	1992	1991	1990	1989	1988	1987	1986	1985
Annualized Return(%)	0.1	-0.2	2.6	-1.1	0.8	1.8	2.6	3.1	3.3	5.3	-8.9	1.2	4.8	6.1	0.6	4.0	0.2	2.6	8.3	-2.3	7.4	8.6	0.9	10.3	-1.3	3.0	3.7	2.5	3.9	4.4	8.7	3.1	11.6	-3.1	3.1	6.5	3.1	15.9	-5.4	12.4	8.8	11.0	5.9	9.0	10.5	-0.2	16.6	10.6
Sharpe Ratio	NA	-1.59	-0.42	-1.01	-0.18	0.23	NA	NA	0.67	0.27	-2.41	0.79	0.68	2.58	-0.41	1.63	-0.02	1.39	4.31	-0.72	3.52	3.5	0.31	3.21	-0.32	0.01	0.2	0.12	0.71	0.88	2.11	0.26	2.73	-2.31	-0.05	0.97	-0.08	2.83	-1.31	2.96	1.87	2.75	0.2	1.05	1.94	-0.52	1.66	1.83
Draw Down(%)	NA	1.8	5.3	13.3	13.3	13.3	NA	NA	13.3	6.1	13.2	1.8	9.6	1.5	1.8	1.3	4.8	1.9	1.2	6.4	1.6	2.3	5.2	2.5	10.7	2.5	1.8	3.0	6.5	6.1	4.3	4.0	3.3	5.5	3.9	2.4	5.4	2.7	11.7	2.9	4.2	1.5	2.9	2.5	1.8	6.6	2.2	0.5
Standard Deviation(%)	NA	2.7	3.5	3.4	4.1	3.2	NA	NA	3.9	3.7	4.3	1.5	6.6	1.8	1.6	2.1	2.3	1.8	1.9	3.2	2.1	2.4	2.6	3.2	6.9	2.7	2.4	2.8	4.1	4.3	3.6	3.1	2.8	2.7	3.4	3.1	4.9	4.2	6.3	3.5	3.4	2.6	3.3	3.1	3.0	8.2	7.4	6.0
Treynor Ratio	NA	-0.06	-0.02	-0.05	-0.01	0.01	NA	NA	0.03	0.02	-0.13	0.02	0.06	0.06	-0.01	0.05	0.0	0.04	0.1	-0.03	0.09	0.11	0.01	0.11	-0.02	0.0	0.01	0.0	0.03	0.04	0.08	0.01	0.08	-0.07	0.0	0.03	0.0	0.13	-0.09	0.1	0.08	0.09	0.01	0.0	0.0	0.0	0.0	0.0
Alpha	NA	0.0	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.0	0.0	0.0	0.0	0.0	-0.01	-0.01	0.0	0.0	-0.01	-0.01	0.0	0.0	0.0	0.0	0.01	0.0	0.0	NA	NA	NA	NA	NA
Beta	NA	0.69	0.67	0.72	0.74	0.74	NA	NA	0.85	0.67	0.77	0.71	0.76	0.82	0.71	0.73	0.68	0.7	0.79	0.8	0.84	0.81	0.82	0.89	1.03	1.0	0.94	0.99	1.02	1.01	0.95	0.95	0.9	0.9	0.77	0.94	1.0	0.94	0.93	0.99	0.75	0.78	0.51	NA	NA	NA	NA	NA
RSquare	NA	0.85	0.86	0.9	0.94	0.92	NA	NA	0.63	0.85	0.96	0.77	0.99	0.85	0.85	0.85	0.87	0.83	0.82	0.93	0.82	0.88	0.89	0.89	0.96	0.9	0.86	0.88	0.93	0.94	0.91	0.91	0.91	0.92	0.48	0.89	0.96	0.95	0.96	0.9	0.8	0.86	0.22	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	1.1	2.7	1.9	2.2	2.6	3.1	3.4	N/A	2.3	1.4	1.9	2.6	2.6	2.9	3.0	3.1	3.3	3.4	3.6	4.0	3.9	4.3	3.6	3.9	4.8	4.5	5.1	4.7	4.7	4.7	4.7	5.1	4.7	4.8	5.1	4.9	5.6	4.8	5.3	5.9	6.2	6.6	6.8	7.2	6.7	7.5	5.9
Dividend Growth(%)	N/A	-50.5	39.1	-25.1	-29.9	-36.6	N/A	N/A	N/A	48.3	-27.4	-23.2	2.8	-11.6	-4.1	-6.1	-5.9	0.5	-9.6	-8.4	8.9	-12.4	26.0	-12.2	-21.3	6.2	-14.0	8.1	0.2	3.5	-3.2	-0.7	-0.5	-3.4	-3.6	0.3	-3.0	4.3	-2.4	-8.1	-1.7	-5.5	-2.5	-2.2	0.7	-3.4	33.8	N/A

Return Calculator for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX)

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OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) Historical Return Chart

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OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/12/1998 to 05/21/2024, the worst annualized return of 3-year rolling returns for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is -3.07%.

From 11/12/1998 to 05/21/2024, the worst annualized return of 5-year rolling returns for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is -0.12%.

From 11/12/1998 to 05/21/2024, the worst annualized return of 10-year rolling returns for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 1.15%.

From 11/12/1998 to 05/21/2024, the worst annualized return of 20-year rolling returns for OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A (TOHAX) is 2.66%.

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