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Weitz Nebraska Tax-Free Income Fund (WNTFX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

The fund seeks to achieve its objectives by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal securities that generate income exempt from Nebraska state income tax and from federal income tax, or in open or closed-end mutual funds which in turn invest in municipal securities, generally.

Sharpe ratio is not yet available for WNTFX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Weitz Nebraska Tax-Free Income Fund's Sharpe Ratio with other mutual funds in the Municipal Bonds category across multiple time periods, showing how WNTFX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DFABXDFA Short-Term Selective State Municipal Bond Portfolio4.77
DNYMXDFA NY Municipal Bond Portfolio4.63
DFCMXDFA California Short Term Municipal Bond Portfolio4.58
USMTXJPMorgan Ultra-Short Municipal Fund4.52
DFSMXDFA Short Term Municipal Bond Portfolio4.16
USMSXJPMorgan Ultra-Short Municipal Fund4.15
BTMSXBaird Short-Term Municipal Bond Fund3.78
DMREXDFA Municipal Real Return Portfolio3.76
BSNSXBaird Strategic Municipal Bond Fund3.74
DSSMXDFA Selective State Municipal Bond Portfolio3.60
WNTFXWeitz Nebraska Tax-Free Income Fund—

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How to choose period

Historical Sharpe Ratio

The chart shows WNTFX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when WNTFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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