Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHTFX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS A) | NA | 2.54% | -1.03% | 0.59% | 1.66% | 2.58% | 2.83% | … | … |
Data as of 07/19/2024, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHTFX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS A) | 06/21/1996 | 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 (%) | 0.00 | 2.54 | -1.03 | 0.59 | 1.66 | 2.58 | 2.83 | … | … | 0.09 | 4.27 | -6.90 | 1.06 | 3.51 | 5.53 | 0.82 | 3.68 | -0.03 | 2.29 | 7.20 | -2.20 | 5.54 | 9.64 | 1.07 | 16.52 | -5.04 | 2.41 | 4.04 | 2.36 | 4.21 | 4.52 | 7.76 | 4.04 | 8.45 | -1.49 | 4.62 | 7.64 | 5.20 |
| Sharpe Ratio | NA | -0.45 | -1.27 | -0.31 | 0.19 | NA | NA | … | … | -1.54 | 0.00 | -2.54 | 0.76 | 0.57 | 2.76 | -0.34 | 1.56 | -0.11 | 1.44 | 3.97 | -0.85 | 2.72 | 3.51 | 0.35 | 4.09 | -0.72 | -0.18 | 0.34 | 0.08 | 1.06 | 1.26 | 2.60 | 0.81 | 2.08 | -2.07 | 0.57 | 1.62 | 2.08 |
| Standard Deviation(%) | NA | 2.87 | 2.80 | 3.45 | 2.74 | NA | NA | … | … | 2.28 | 3.05 | 3.28 | 1.35 | 5.76 | 1.49 | 1.46 | 1.97 | 2.10 | 1.58 | 1.81 | 2.63 | 2.03 | 2.74 | 2.82 | 4.02 | 8.22 | 3.18 | 2.29 | 2.38 | 3.08 | 3.05 | 2.56 | 2.14 | 2.10 | 2.28 | 2.27 | 2.53 | 3.18 |
| Draw Down(%) | NA | 4.35 | 10.70 | 10.70 | 10.70 | NA | NA | … | … | 2.10 | 5.22 | 10.45 | 1.54 | 8.39 | 1.37 | 1.67 | 1.31 | 4.20 | 1.66 | 0.92 | 5.48 | 1.74 | 2.53 | 5.39 | 2.70 | 15.24 | 3.15 | 1.31 | 1.84 | 4.38 | 4.71 | 2.79 | 2.45 | 2.12 | 3.82 | 1.58 | 1.83 | 1.33 |
| Yield(%) | 0.00 | 2.38 | 2.09 | 2.14 | 2.39 | 2.86 | 3.09 | … | … | 1.17 | 2.36 | 2.04 | 2.05 | 2.18 | 2.34 | 2.29 | 2.41 | 2.79 | 2.99 | 3.20 | 3.06 | 3.35 | 3.80 | 3.51 | 4.71 | 4.28 | 4.31 | 4.04 | 3.62 | 3.68 | 4.15 | 4.22 | 4.84 | 5.16 | 5.24 | 4.52 | 4.97 | 3.30 |
Data as of 07/19/2024, 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 |
|---|---|---|---|---|
| CHTFX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS A) |
-2.44%
Oct 2020 – Oct 2023 |
0.02%
Oct 2017 – Oct 2022 |
1.15%
Oct 2012 – Oct 2022 |
2.46%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHTFX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS A) |
9.24%
Oct 2008 – Oct 2011 |
6.69%
Oct 2008 – Oct 2013 |
4.90%
Jan 2000 – Jan 2010 |
4.73%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart