KYTFX vs. APUSX
Compare and contrast key facts about Dupree Kentucky Tax Free Income Series Fund (KYTFX) and Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX).
KYTFX is managed by Dupree. It was launched on Jul 2, 1979. APUSX is managed by Cavanal Hill funds. It was launched on Dec 25, 2017.
Performance
KYTFX vs. APUSX - Performance Comparison
Loading graphics...
KYTFX vs. APUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
KYTFX Dupree Kentucky Tax Free Income Series Fund | -0.83% | 4.66% | 2.45% | 5.87% | -7.20% | 2.90% | 5.01% |
APUSX Cavanal Hill Ultra Short Tax-Free Income Fund | 0.21% | 3.88% | 3.65% | 2.63% | -0.18% | -0.40% | 0.15% |
Returns By Period
In the year-to-date period, KYTFX achieves a -0.83% return, which is significantly lower than APUSX's 0.21% return.
KYTFX
- 1D
- 0.28%
- 1M
- -2.05%
- YTD
- -0.83%
- 6M
- 0.79%
- 1Y
- 3.25%
- 3Y*
- 3.22%
- 5Y*
- 1.46%
- 10Y*
- 2.75%
APUSX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.21%
- 6M
- 0.87%
- 1Y
- 2.54%
- 3Y*
- 3.21%
- 5Y*
- 1.96%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KYTFX vs. APUSX - Expense Ratio Comparison
KYTFX has a 0.56% expense ratio, which is lower than APUSX's 0.60% expense ratio.
Return for Risk
KYTFX vs. APUSX — Risk / Return Rank
KYTFX
APUSX
KYTFX vs. APUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dupree Kentucky Tax Free Income Series Fund (KYTFX) and Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| KYTFX | APUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 2.83 | -2.26 |
Sortino ratioReturn per unit of downside risk | 0.85 | 10.29 | -9.44 |
Omega ratioGain probability vs. loss probability | 1.22 | 5.18 | -3.96 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 15.80 | -14.90 |
Martin ratioReturn relative to average drawdown | 2.83 | 57.18 | -54.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| KYTFX | APUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 2.83 | -2.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 1.60 | -1.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 1.40 | -0.91 |
Correlation
The correlation between KYTFX and APUSX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
KYTFX vs. APUSX - Dividend Comparison
KYTFX's dividend yield for the trailing twelve months is around 2.33%, less than APUSX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KYTFX Dupree Kentucky Tax Free Income Series Fund | 2.33% | 3.77% | 4.38% | 3.25% | 3.56% | 3.36% | 3.34% | 3.86% | 5.15% | 4.51% | 3.17% | 3.22% |
APUSX Cavanal Hill Ultra Short Tax-Free Income Fund | 2.61% | 3.69% | 3.68% | 1.69% | 0.33% | 0.00% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KYTFX vs. APUSX - Drawdown Comparison
The maximum KYTFX drawdown since its inception was -40.02%, which is greater than APUSX's maximum drawdown of -1.64%. Use the drawdown chart below to compare losses from any high point for KYTFX and APUSX.
Loading graphics...
Drawdown Indicators
| KYTFX | APUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.02% | -1.64% | -38.38% |
Max Drawdown (1Y)Largest decline over 1 year | -5.97% | -0.20% | -5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -11.96% | -1.45% | -10.51% |
Max Drawdown (10Y)Largest decline over 10 years | -11.96% | — | — |
Current DrawdownCurrent decline from peak | -2.32% | -0.10% | -2.22% |
Average DrawdownAverage peak-to-trough decline | -9.53% | -0.30% | -9.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 0.06% | +1.85% |
Volatility
KYTFX vs. APUSX - Volatility Comparison
Dupree Kentucky Tax Free Income Series Fund (KYTFX) has a higher volatility of 1.07% compared to Cavanal Hill Ultra Short Tax-Free Income Fund (APUSX) at 0.10%. This indicates that KYTFX's price experiences larger fluctuations and is considered to be riskier than APUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KYTFX | APUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 0.10% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 1.87% | 0.53% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.45% | 1.09% | +5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.37% | 1.24% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.08% | 1.14% | +2.94% |