NTSMX - Dupree NC Tax-Free Short-to-Medium

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return2.50%
5-Year Average Return0.89%
Number of Years Up20
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)6.34%
Worst 1 Yr Total Return (Dec 30, 2017)-1.00%
Best 3-Yr Total Return6.34%
Worst 3-Yr Total Return0.74%

Trailing Returns (%) Vs. Benchmarks

ReturnNTSMXCategory
YTD2.50%1.47%
1-Month0.59%0.34%
3-Month-0.17%-0.64%
1-Year2.50%1.47%
3-Year0.88%0.77%
5-Year0.89%0.84%
10-Year2.44%2.18%
Last Bull Market2.70%2.77%
Last Bear Market3.02%2.77%

Annual Total Return (%) History

Year
NTSMXCategory
2017
2.50%1.47%
2016
-1.00%-0.14%
2015
1.19%0.88%
2014
2.06%3.45%
2013
-0.27%-1.37%
2012
2.58%3.05%
2011
6.34%4.63%
2010
3.21%1.93%
2009
5.79%6.27%
2008
2.21%1.55%
2007
3.68%3.43%
2006
2.69%3.05%
2005
0.53%0.92%
2004
1.95%1.80%
2003
4.37%2.89%
2002
7.52%6.40%
2001
5.34%4.50%
2000
5.53%6.75%
1999
0.92%0.34%
1998
4.77%5.06%
1997
5.03%5.58%
1996
4.56%3.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.13%1.14%0.40%-0.17%
20160.66%0.91%-0.29%-2.26%
20150.42%-0.23%0.78%0.22%
20140.64%1.00%0.25%0.16%
20130.38%-1.51%0.64%0.24%
20120.51%0.95%1.12%-0.03%
20110.41%2.37%1.96%1.47%
20100.75%1.39%2.67%-1.59%
20092.67%0.45%3.20%-0.61%
20080.84%-0.49%-0.39%2.25%
20070.55%-0.30%1.75%1.64%
2006-0.14%0.14%2.19%0.49%
2005-0.95%1.37%-0.14%0.26%
20041.18%-1.87%2.35%0.32%
20031.38%1.88%0.57%0.48%
20020.79%2.87%3.57%0.11%
20012.17%0.87%1.56%0.64%
20001.51%-0.10%1.41%2.61%
19990.52%-0.65%0.26%0.79%
19980.86%1.36%1.68%0.79%
19970.47%1.59%1.51%1.38%
19960.17%0.99%1.72%1.61%

Rank In Category (By Total Return)

YTD20
1-Month1
3-Month12
1-Year20
3-Year48
5-Year48

Load Adjusted Returns

1-Year2.50%
3-Year0.88%
5-Year0.89%
10-Year2.44%