Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHKCX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS C) | NA | 1.57% | -1.88% | -0.27% | 0.82% | 1.74% | 1.99% | … | … |
Data as of 07/19/2024, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHKCX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS C) | 04/25/1996 | 07/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1.57 | -1.88 | -0.27 | 0.82 | 1.74 | 1.99 | … | … | -0.44 | 3.38 | -7.65 | 0.22 | 2.74 | 4.64 | 0.04 | 2.88 | -0.97 | 1.52 | 6.27 | -3.13 | 4.73 | 8.75 | 0.47 | 15.56 | -5.83 | 1.65 | 3.17 | 1.51 | 3.30 | 3.65 | 7.34 | 3.26 | 7.53 | -2.44 | 3.93 | 7.16 | 5.18 |
| Sharpe Ratio | NA | -0.82 | -1.63 | -0.57 | -0.12 | NA | NA | … | … | -2.11 | -0.29 | -2.87 | 0.15 | 0.43 | 2.29 | -0.95 | 1.18 | -0.58 | 0.93 | 3.76 | -1.23 | 2.44 | 3.34 | 0.14 | 3.85 | -0.81 | -0.43 | -0.04 | -0.29 | 0.76 | 0.99 | 2.52 | 0.47 | 1.82 | -2.66 | 0.28 | 1.58 | 1.00 |
| Standard Deviation(%) | NA | 2.77 | 2.71 | 3.40 | 2.69 | NA | NA | … | … | 2.12 | 3.02 | 3.16 | 1.28 | 5.77 | 1.42 | 1.35 | 1.91 | 2.01 | 1.61 | 1.67 | 2.58 | 1.94 | 2.61 | 2.76 | 4.02 | 8.29 | 3.12 | 2.15 | 2.25 | 3.10 | 2.97 | 2.47 | 2.01 | 1.89 | 2.13 | 2.20 | 2.29 | 4.14 |
| Draw Down(%) | NA | 4.55 | 11.59 | 11.59 | 11.59 | NA | NA | … | … | 2.19 | 5.62 | 11.02 | 1.54 | 8.40 | 1.28 | 1.87 | 1.40 | 4.65 | 1.85 | 1.09 | 5.69 | 1.71 | 2.53 | 5.51 | 2.85 | 15.78 | 3.50 | 1.61 | 1.96 | 4.52 | 4.85 | 2.79 | 2.52 | 2.19 | 4.16 | 1.65 | 1.71 | 1.91 |
| Yield(%) | 0.00 | 1.54 | 1.32 | 1.33 | 1.58 | 2.02 | 2.28 | … | … | 0.75 | 1.51 | 1.30 | 1.22 | 1.33 | 1.47 | 1.53 | 1.63 | 1.94 | 2.15 | 2.31 | 2.22 | 2.47 | 2.96 | 3.00 | 3.83 | 3.49 | 3.48 | 3.21 | 2.79 | 2.89 | 3.31 | 3.81 | 3.99 | 4.28 | 4.38 | 3.85 | 4.52 | 3.84 |
Data as of 07/19/2024, 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 |
|---|---|---|---|---|
| CHKCX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS C) |
-3.24%
Oct 2020 – Oct 2023 |
-0.79%
Oct 2017 – Oct 2022 |
0.31%
Oct 2012 – Oct 2022 |
1.63%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHKCX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS C) |
8.43%
Oct 2008 – Oct 2011 |
5.85%
Oct 2008 – Oct 2013 |
4.11%
May 2000 – May 2010 |
3.94%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart