Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZTFX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS A) | 1.21% | 6.27% | 3.31% | 0.62% | 1.58% | 2.63% | 2.98% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZTFX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS A) | 06/21/1996 | 06/05/2026 |
| 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 (%) | 0.10 | 6.27 | 3.31 | 0.62 | 1.58 | 2.63 | 2.98 | … | … | 1.21 | 4.59 | 1.19 | 4.45 | -7.84 | 0.95 | 3.64 | 5.93 | 0.66 | 4.23 | -0.11 | 2.66 | 9.16 | -2.25 | 6.59 | 9.61 | 1.14 | 12.17 | -2.50 | 2.65 | 4.00 | 2.16 | 3.35 | 4.89 | 8.79 | 4.70 | 9.14 | -1.94 | 5.20 | 7.94 | 5.67 |
| Sharpe Ratio | NA | 1.71 | 0.11 | -0.60 | -0.01 | NA | NA | … | … | 0.08 | 0.43 | -0.86 | 0.25 | -2.56 | 0.59 | 0.56 | 2.67 | -0.44 | 1.76 | -0.15 | 1.42 | 4.85 | -0.81 | 2.98 | 3.76 | 0.39 | 3.87 | -0.62 | -0.24 | 0.28 | -0.04 | 0.69 | 1.22 | 2.50 | 0.97 | 2.29 | -2.22 | 0.73 | 1.54 | 1.82 |
| Standard Deviation(%) | NA | 2.30 | 3.33 | 3.21 | 3.19 | NA | NA | … | … | 2.74 | 4.00 | 2.82 | 3.16 | 3.63 | 1.57 | 5.98 | 1.67 | 1.65 | 2.03 | 2.25 | 1.84 | 1.89 | 2.82 | 2.21 | 2.55 | 2.71 | 3.12 | 5.57 | 2.13 | 2.07 | 2.47 | 3.43 | 3.42 | 3.06 | 2.34 | 2.15 | 2.39 | 2.37 | 2.75 | 4.06 |
| Draw Down(%) | NA | 2.80 | 4.29 | 11.92 | 11.92 | NA | NA | … | … | 2.80 | 4.22 | 1.93 | 4.91 | 11.30 | 1.76 | 8.62 | 1.38 | 1.87 | 1.42 | 4.77 | 2.07 | 0.96 | 6.38 | 1.73 | 2.45 | 5.06 | 1.86 | 9.93 | 1.42 | 1.09 | 2.33 | 5.25 | 5.21 | 3.54 | 2.87 | 2.21 | 4.24 | 1.58 | 2.12 | 1.84 |
| Yield(%) | 0.00 | 3.15 | 3.00 | 2.43 | 2.51 | 2.99 | 3.25 | … | … | 1.10 | 3.34 | 2.87 | 2.71 | 1.99 | 2.12 | 2.30 | 2.62 | 2.68 | 3.04 | 3.07 | 3.51 | 3.67 | 3.48 | 3.62 | 4.01 | 3.69 | 4.38 | 4.10 | 4.46 | 4.47 | 4.51 | 3.75 | 4.06 | 4.49 | 4.81 | 5.13 | 5.14 | 5.17 | 4.70 | 3.07 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZTFX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS A) |
-2.56%
Oct 2020 – Oct 2023 |
-0.13%
Jul 2020 – Jul 2025 |
1.29%
Oct 2012 – Oct 2022 |
2.27%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZTFX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS A) |
8.59%
May 2000 – May 2003 |
6.40%
Jan 2000 – Jan 2005 |
4.98%
Aug 1996 – Aug 2006 |
4.97%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart