Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWTIX (INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) | -1.96% | 0.44% | 1.40% | 1.01% | 1.62% | 2.29% | 2.78% | 4.02% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWTIX (INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) | 03/30/1987 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/30/1987.
AR inception is since 03/30/1987.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 0.44 | 1.40 | 1.01 | 1.62 | 2.29 | 2.78 | 4.02 | -1.96 | 1.35 | 5.15 | -7.88 | 1.27 | 4.78 | 6.70 | 0.93 | 4.78 | -0.14 | 2.47 | 5.81 | -2.25 | 5.14 | 9.17 | 2.20 | 10.36 | -0.30 | 3.50 | 4.12 | 2.44 | 2.06 | 3.73 | 8.42 | 5.26 | 9.88 | -0.97 | 5.71 | 7.38 | 3.86 | 11.18 | -2.72 | 7.75 | 6.36 | 10.06 | 6.31 | 6.63 | 6.06 | 1.07 |
| Sharpe Ratio | NA | -1.35 | -0.81 | -0.54 | -0.02 | NA | NA | 0.61 | -1.44 | -1.86 | 0.26 | -2.68 | 0.86 | 0.60 | 3.18 | -0.25 | 2.20 | -0.14 | 1.38 | 3.68 | -0.86 | 2.64 | 3.91 | 0.80 | 3.19 | -0.25 | 0.22 | 0.41 | 0.14 | 0.37 | 0.93 | 2.50 | 1.18 | 2.64 | -1.83 | 0.96 | 1.57 | 0.10 | 2.32 | -1.48 | 2.02 | 1.64 | 2.73 | 0.39 | 0.44 | 0.52 | -0.53 |
| Standard Deviation(%) | NA | 4.39 | 3.77 | 3.14 | 3.47 | NA | NA | 3.02 | 6.51 | 2.81 | 3.45 | 3.47 | 1.44 | 7.49 | 1.66 | 1.55 | 1.89 | 2.46 | 1.77 | 1.57 | 2.65 | 1.94 | 2.34 | 2.63 | 3.22 | 4.91 | 2.31 | 2.06 | 1.95 | 2.99 | 3.26 | 2.93 | 2.54 | 2.19 | 2.30 | 2.48 | 2.44 | 3.54 | 3.17 | 3.85 | 2.79 | 2.40 | 2.31 | 2.62 | 2.09 | 2.67 | 5.07 |
| Draw Down(%) | NA | 5.33 | 6.36 | 12.21 | 12.21 | NA | NA | 12.21 | 4.63 | 2.11 | 5.36 | 11.65 | 1.83 | 11.40 | 1.45 | 1.71 | 1.32 | 5.18 | 2.06 | 1.08 | 5.51 | 1.75 | 1.85 | 4.64 | 2.60 | 8.16 | 1.62 | 1.31 | 2.01 | 5.02 | 4.76 | 3.79 | 3.36 | 1.89 | 3.42 | 1.47 | 1.99 | 3.56 | 2.17 | 5.56 | 2.15 | 1.73 | 1.21 | 1.85 | 1.31 | 1.42 | 6.46 |
| Yield(%) | 0.00 | 2.15 | 2.53 | 2.26 | 2.41 | 2.65 | 2.97 | 4.04 | 0.00 | 2.89 | 2.77 | 2.34 | 1.43 | 2.37 | 2.61 | 2.65 | 2.67 | 2.71 | 2.60 | 2.70 | 2.74 | 2.82 | 3.37 | 3.24 | 3.93 | 3.81 | 3.97 | 3.84 | 3.68 | 2.76 | 3.39 | 3.40 | 5.29 | 4.91 | 4.64 | 5.20 | 5.53 | 4.79 | 4.91 | 4.65 | 4.63 | 4.65 | 5.38 | 5.78 | 5.81 | 5.62 | 3.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWTIX (INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) |
-2.20%
Oct 2020 - Oct 2023 |
0.33%
Oct 2017 - Oct 2022 |
1.19%
Oct 2012 - Oct 2022 |
2.43%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWTIX (INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) |
9.11%
Sep 1990 - Sep 1993 |
7.63%
Sep 1988 - Sep 1993 |
6.39%
Oct 1987 - Oct 1997 |
6.26%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart