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VNDFX vs. IGIAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VNDFX vs. IGIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Viking Tax-Free Fund for North Dakota (VNDFX) and Integrity ESG Growth & Income Fund (IGIAX). The values are adjusted to include any dividend payments, if applicable.

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VNDFX vs. IGIAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VNDFX
Viking Tax-Free Fund for North Dakota
-0.40%3.02%-1.96%4.65%-9.89%0.42%2.90%5.12%0.72%3.35%
IGIAX
Integrity ESG Growth & Income Fund
-1.83%18.60%17.24%25.24%-21.32%27.62%17.14%33.11%-1.83%18.69%

Returns By Period

In the year-to-date period, VNDFX achieves a -0.40% return, which is significantly higher than IGIAX's -1.83% return. Over the past 10 years, VNDFX has underperformed IGIAX with an annualized return of 0.53%, while IGIAX has yielded a comparatively higher 12.92% annualized return.


VNDFX

1D
0.23%
1M
-2.35%
YTD
-0.40%
6M
1.76%
1Y
4.05%
3Y*
0.86%
5Y*
-0.85%
10Y*
0.53%

IGIAX

1D
-0.82%
1M
-4.80%
YTD
-1.83%
6M
1.13%
1Y
18.75%
3Y*
16.10%
5Y*
10.34%
10Y*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VNDFX vs. IGIAX - Expense Ratio Comparison

VNDFX has a 0.98% expense ratio, which is lower than IGIAX's 1.24% expense ratio.


Return for Risk

VNDFX vs. IGIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VNDFX
VNDFX Risk / Return Rank: 3535
Overall Rank
VNDFX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
VNDFX Sortino Ratio Rank: 2525
Sortino Ratio Rank
VNDFX Omega Ratio Rank: 7474
Omega Ratio Rank
VNDFX Calmar Ratio Rank: 2424
Calmar Ratio Rank
VNDFX Martin Ratio Rank: 2424
Martin Ratio Rank

IGIAX
IGIAX Risk / Return Rank: 5959
Overall Rank
IGIAX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IGIAX Sortino Ratio Rank: 6060
Sortino Ratio Rank
IGIAX Omega Ratio Rank: 5454
Omega Ratio Rank
IGIAX Calmar Ratio Rank: 5959
Calmar Ratio Rank
IGIAX Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VNDFX vs. IGIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Viking Tax-Free Fund for North Dakota (VNDFX) and Integrity ESG Growth & Income Fund (IGIAX). 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.


VNDFXIGIAXDifference

Sharpe ratio

Return per unit of total volatility

0.70

1.02

-0.32

Sortino ratio

Return per unit of downside risk

1.01

1.55

-0.54

Omega ratio

Gain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

0.73

1.37

-0.64

Martin ratio

Return relative to average drawdown

2.57

6.40

-3.84

VNDFX vs. IGIAX - Sharpe Ratio Comparison

The current VNDFX Sharpe Ratio is 0.70, which is lower than the IGIAX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of VNDFX and IGIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VNDFXIGIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

1.02

-0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.19

0.58

-0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.72

-0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.47

-0.04

Correlation

The correlation between VNDFX and IGIAX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

VNDFX vs. IGIAX - Dividend Comparison

VNDFX's dividend yield for the trailing twelve months is around 2.80%, less than IGIAX's 3.69% yield.


TTM20252024202320222021202020192018201720162015
VNDFX
Viking Tax-Free Fund for North Dakota
2.80%3.03%2.93%2.30%1.86%1.69%2.07%2.72%2.58%2.71%2.62%2.38%
IGIAX
Integrity ESG Growth & Income Fund
3.69%3.62%0.00%2.23%1.41%0.63%0.62%9.26%6.63%7.31%2.30%2.19%

Drawdowns

VNDFX vs. IGIAX - Drawdown Comparison

The maximum VNDFX drawdown since its inception was -14.80%, smaller than the maximum IGIAX drawdown of -79.15%. Use the drawdown chart below to compare losses from any high point for VNDFX and IGIAX.


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Drawdown Indicators


VNDFXIGIAXDifference

Max Drawdown

Largest peak-to-trough decline

-14.80%

-79.15%

+64.35%

Max Drawdown (1Y)

Largest decline over 1 year

-6.58%

-12.69%

+6.11%

Max Drawdown (5Y)

Largest decline over 5 years

-14.80%

-30.18%

+15.38%

Max Drawdown (10Y)

Largest decline over 10 years

-14.80%

-31.19%

+16.39%

Current Drawdown

Current decline from peak

-5.59%

-6.89%

+1.30%

Average Drawdown

Average peak-to-trough decline

-2.77%

-33.53%

+30.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

2.72%

-0.85%

Volatility

VNDFX vs. IGIAX - Volatility Comparison

The current volatility for Viking Tax-Free Fund for North Dakota (VNDFX) is 0.93%, while Integrity ESG Growth & Income Fund (IGIAX) has a volatility of 5.02%. This indicates that VNDFX experiences smaller price fluctuations and is considered to be less risky than IGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VNDFXIGIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

5.02%

-4.09%

Volatility (6M)

Calculated over the trailing 6-month period

1.56%

11.29%

-9.73%

Volatility (1Y)

Calculated over the trailing 1-year period

6.57%

19.48%

-12.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.58%

17.87%

-13.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.03%

17.95%

-13.92%