Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COTYX (AQUILA TAX-FREE FUND OF COLORADO CLASS Y) | 1.46% | 6.71% | 3.17% | 0.74% | 1.32% | 2.26% | 2.74% | … | … |
Data as of 06/04/2026, Common starting date is 05/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COTYX (AQUILA TAX-FREE FUND OF COLORADO CLASS Y) | 05/24/1996 | 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 | 6.71 | 3.17 | 0.74 | 1.32 | 2.26 | 2.74 | … | … | 1.46 | 3.90 | 0.95 | 3.86 | -6.12 | -0.26 | 3.74 | 4.86 | 0.72 | 2.49 | 0.04 | 3.01 | 7.87 | -2.71 | 5.90 | 8.96 | 1.42 | 9.47 | 0.64 | 3.18 | 3.37 | 1.49 | 2.05 | 4.36 | 9.42 | 4.59 | 8.40 | -0.79 | 4.97 | 7.55 | 5.85 |
| Sharpe Ratio | NA | 1.65 | 0.03 | -0.64 | -0.10 | NA | NA | … | … | 0.21 | 0.27 | -1.02 | 0.08 | -2.64 | -0.21 | 0.57 | 2.24 | -0.47 | 0.98 | -0.08 | 1.69 | 4.14 | -0.91 | 2.49 | 3.70 | 0.52 | 3.78 | -0.09 | 0.02 | -0.02 | -0.31 | 0.29 | 0.99 | 2.69 | 0.87 | 2.04 | -1.84 | 0.62 | 1.55 | 1.83 |
| Standard Deviation(%) | NA | 2.37 | 3.08 | 2.84 | 2.99 | NA | NA | … | … | 2.77 | 3.83 | 2.61 | 2.57 | 2.87 | 1.38 | 6.07 | 1.51 | 1.39 | 1.87 | 2.16 | 1.77 | 1.90 | 3.02 | 2.37 | 2.41 | 2.53 | 2.48 | 3.74 | 1.83 | 2.07 | 2.48 | 3.63 | 3.68 | 3.08 | 2.49 | 2.05 | 2.26 | 2.43 | 2.49 | 3.39 |
| Draw Down(%) | NA | 2.82 | 4.53 | 9.88 | 9.88 | NA | NA | … | … | 2.82 | 4.53 | 1.93 | 4.14 | 9.28 | 1.75 | 9.02 | 1.32 | 1.78 | 1.84 | 4.33 | 1.76 | 0.85 | 6.51 | 2.12 | 2.06 | 4.89 | 1.71 | 6.30 | 1.21 | 1.41 | 2.38 | 5.58 | 5.48 | 3.56 | 3.30 | 1.78 | 3.17 | 1.46 | 1.55 | 1.45 |
| Yield(%) | 0.00 | 3.24 | 2.96 | 2.30 | 2.19 | 2.61 | 2.97 | … | … | 1.15 | 3.37 | 2.93 | 2.25 | 1.70 | 1.58 | 1.83 | 2.22 | 2.40 | 2.19 | 2.68 | 2.97 | 3.21 | 3.00 | 3.40 | 3.86 | 3.87 | 4.18 | 4.05 | 4.07 | 4.14 | 3.99 | 3.40 | 4.09 | 4.30 | 4.54 | 4.87 | 5.34 | 4.76 | 5.23 | 4.84 |
Data as of 06/04/2026, Common starting date is 05/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTYX (AQUILA TAX-FREE FUND OF COLORADO CLASS Y) |
-2.36%
Oct 2020 – Oct 2023 |
-0.45%
Jul 2020 – Jul 2025 |
1.02%
Oct 2012 – Oct 2022 |
1.88%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTYX (AQUILA TAX-FREE FUND OF COLORADO CLASS Y) |
8.67%
May 2000 – May 2003 |
5.88%
Jan 2000 – Jan 2005 |
4.81%
May 2000 – May 2010 |
4.69%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart