Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIFFX (Aquila Narragansett Tax-Free Income Fund Class F) | NA | 2.06% | -1.22% | 0.59% | NA | NA | NA | … | … |
Data as of 07/19/2024, Common starting date is 12/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIFFX (Aquila Narragansett Tax-Free Income Fund Class F) | 12/06/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.06 | -1.22 | 0.59 | NA | NA | NA | … | … | -0.40 | 4.53 | -7.26 | 0.86 | 4.09 | 5.67 | 0.41 |
| Sharpe Ratio | NA | -0.57 | -1.22 | -0.29 | NA | NA | NA | … | … | -1.95 | 0.08 | -2.42 | 0.60 | 0.62 | 2.66 | 3.76 |
| Standard Deviation(%) | NA | 3.29 | 3.10 | 3.76 | NA | NA | NA | … | … | 2.27 | 3.52 | 3.59 | 1.38 | 6.21 | 1.60 | 1.35 |
| Draw Down(%) | NA | 5.42 | 11.70 | 11.70 | NA | NA | NA | … | … | 2.20 | 6.30 | 11.38 | 1.53 | 8.86 | 1.36 | 0.28 |
| Yield(%) | 0.00 | 2.31 | 2.00 | 2.15 | 1.24 | 0.82 | 0.62 | … | … | 1.16 | 2.24 | 1.98 | 2.02 | 2.31 | 2.32 | 0.22 |
Data as of 07/19/2024, Common starting date is 12/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIFFX (Aquila Narragansett Tax-Free Income Fund Class F) |
-2.91%
Oct 2020 – Oct 2023 |
0.38%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIFFX (Aquila Narragansett Tax-Free Income Fund Class F) |
2.56%
Jan 2019 – Jan 2022 |
1.29%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart