NTFIX vs. BTC-USD

In the year-to-date period, NTFIX achieves a -1.05% return, which is significantly lower than BTC-USD's 11.31% return. Over the past 10 years, NTFIX has underperformed BTC-USD with an annualized return of 1.50%, while BTC-USD has yielded a comparatively higher 84.64% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Dupree North Carolina Tax-Free Income Series (NTFIX) and Bitcoin (BTC-USD). 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.

The current NTFIX Sharpe Ratio is 0.20, which is lower than the BTC-USD Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of NTFIX and BTC-USD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum NTFIX drawdown since its inception was -14.31%, smaller than the maximum BTC-USD drawdown of -93.18%. Use the drawdown chart below to compare losses from any high point for NTFIX and BTC-USD.

The current volatility for Dupree North Carolina Tax-Free Income Series (NTFIX) is 0.74%, while Bitcoin (BTC-USD) has a volatility of 10.39%. This indicates that NTFIX experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.