Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZTYX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS Y) | 1.48% | 6.65% | 3.50% | 0.82% | 1.72% | 2.77% | 3.12% | … | … |
Data as of 06/04/2026, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZTYX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS Y) | 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 (%) | 0.41 | 6.65 | 3.50 | 0.82 | 1.72 | 2.77 | 3.12 | … | … | 1.48 | 4.63 | 1.36 | 4.47 | -7.42 | 0.99 | 3.87 | 6.07 | 0.78 | 4.01 | 0.11 | 2.72 | 9.30 | -2.09 | 6.75 | 9.79 | 1.31 | 12.34 | -2.31 | 2.71 | 4.13 | 2.48 | 3.03 | 5.00 | 8.83 | 4.82 | 9.38 | -1.88 | 5.75 | 9.86 | 7.06 |
| Sharpe Ratio | NA | 1.74 | 0.16 | -0.54 | 0.03 | NA | NA | … | … | 0.23 | 0.44 | -0.83 | 0.26 | -2.42 | 0.63 | 0.61 | 2.75 | -0.38 | 1.69 | -0.04 | 1.40 | 4.81 | -0.73 | 3.02 | 3.72 | 0.45 | 3.95 | -0.58 | -0.20 | 0.33 | 0.09 | 0.59 | 1.21 | 2.60 | 0.99 | 2.28 | -2.17 | 0.91 | 2.25 | 0.75 |
| Standard Deviation(%) | NA | 2.35 | 3.27 | 3.19 | 3.18 | NA | NA | … | … | 2.80 | 3.94 | 2.71 | 3.15 | 3.67 | 1.55 | 5.96 | 1.67 | 1.60 | 1.99 | 2.32 | 1.92 | 1.93 | 2.91 | 2.23 | 2.62 | 2.71 | 3.09 | 5.67 | 2.18 | 2.14 | 2.47 | 3.48 | 3.53 | 2.96 | 2.43 | 2.26 | 2.42 | 2.51 | 2.73 | 9.08 |
| Draw Down(%) | NA | 2.90 | 4.25 | 11.75 | 11.75 | NA | NA | … | … | 2.90 | 4.21 | 1.89 | 4.84 | 11.18 | 1.74 | 8.70 | 1.28 | 1.84 | 1.38 | 4.73 | 2.09 | 0.97 | 6.32 | 1.70 | 2.45 | 5.02 | 2.07 | 9.90 | 1.44 | 1.23 | 2.40 | 5.22 | 5.19 | 3.44 | 2.86 | 2.10 | 4.25 | 1.57 | 1.90 | 4.73 |
| Yield(%) | 0.00 | 3.31 | 3.15 | 2.60 | 2.63 | 3.13 | 3.39 | … | … | 1.17 | 3.47 | 3.03 | 2.84 | 2.31 | 2.26 | 2.44 | 2.76 | 2.81 | 2.93 | 3.20 | 3.66 | 3.80 | 3.62 | 3.78 | 4.19 | 3.85 | 4.55 | 4.28 | 4.61 | 4.58 | 4.72 | 3.52 | 4.17 | 4.54 | 4.93 | 5.27 | 5.27 | 5.69 | 6.21 | 5.25 |
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 |
|---|---|---|---|---|
| AZTYX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS Y) |
-2.36%
Oct 2020 – Oct 2023 |
0.03%
Jul 2020 – Jul 2025 |
1.40%
Oct 2012 – Oct 2022 |
2.41%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZTYX (AQUILA TAX-FREE TRUST OF ARIZONA CLASS Y) |
8.69%
May 2000 – May 2003 |
6.50%
Aug 1996 – Aug 2001 |
5.37%
May 1996 – May 2006 |
5.09%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart