Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZTCX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS C) | 1.20% | 6.00% | 2.78% | 0.00% | 0.83% | 1.84% | 2.17% | … | … |
Data as of 06/04/2026, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZTCX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS C) | 04/25/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 6.00 | 2.78 | 0.00 | 0.83 | 1.84 | 2.17 | … | … | 1.20 | 4.16 | 0.44 | 3.57 | -8.36 | 0.08 | 2.76 | 5.04 | -0.14 | 3.24 | -0.88 | 1.69 | 8.23 | -3.07 | 5.69 | 8.72 | 0.34 | 11.26 | -3.33 | 1.79 | 3.10 | 1.34 | 2.54 | 3.92 | 7.95 | 3.89 | 8.07 | -2.86 | 4.35 | 7.66 | 4.88 |
| Sharpe Ratio | NA | 1.52 | -0.07 | -0.81 | -0.25 | NA | NA | … | … | -0.02 | 0.32 | -1.16 | -0.03 | -2.75 | 0.04 | 0.42 | 2.38 | -1.03 | 1.34 | -0.49 | 0.95 | 4.61 | -1.11 | 2.68 | 3.45 | 0.10 | 3.74 | -0.78 | -0.68 | -0.16 | -0.39 | 0.46 | 0.95 | 2.35 | 0.66 | 1.92 | -2.71 | 0.40 | 1.52 | 0.83 |
| Standard Deviation(%) | NA | 2.31 | 3.26 | 3.15 | 3.14 | NA | NA | … | … | 2.67 | 4.00 | 2.73 | 3.07 | 3.57 | 1.47 | 5.97 | 1.50 | 1.47 | 1.93 | 2.22 | 1.75 | 1.78 | 2.80 | 2.12 | 2.52 | 2.59 | 2.98 | 5.50 | 2.01 | 1.93 | 2.37 | 3.39 | 3.38 | 2.90 | 2.21 | 2.01 | 2.30 | 2.24 | 2.61 | 4.28 |
| Draw Down(%) | NA | 2.81 | 4.50 | 12.80 | 12.80 | NA | NA | … | … | 2.81 | 4.27 | 2.32 | 5.32 | 11.87 | 1.90 | 8.71 | 1.29 | 2.15 | 1.56 | 5.13 | 2.42 | 0.95 | 6.65 | 1.79 | 2.45 | 5.21 | 1.93 | 10.11 | 1.75 | 1.24 | 2.40 | 5.48 | 5.43 | 3.54 | 3.04 | 2.28 | 4.58 | 1.65 | 2.13 | 1.91 |
| Yield(%) | 0.00 | 2.79 | 2.45 | 1.86 | 1.81 | 2.21 | 2.46 | … | … | 0.99 | 2.93 | 2.25 | 1.86 | 1.39 | 1.27 | 1.44 | 1.75 | 1.91 | 2.17 | 2.20 | 2.67 | 2.77 | 2.66 | 2.76 | 3.17 | 2.88 | 3.51 | 3.28 | 3.63 | 3.60 | 3.70 | 2.96 | 3.22 | 3.70 | 3.93 | 4.22 | 4.30 | 4.36 | 4.26 | 3.64 |
Data as of 06/04/2026, Common starting date is 04/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZTCX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS C) |
-3.33%
Oct 2020 – Oct 2023 |
-0.89%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZTCX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS C) |
7.72%
May 2000 – May 2003 |
5.50%
Jan 2000 – Jan 2005 |
4.15%
Aug 1996 – Aug 2006 |
4.09%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart