Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORFFX (Aquila Tax-Free Trust of Oregon Class F) | NA | 1.86% | -1.20% | 0.38% | 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 |
|---|---|---|
| ORFFX (Aquila Tax-Free Trust of Oregon 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 | 1.86 | -1.20 | 0.38 | NA | NA | NA | … | … | -0.15 | 3.34 | -6.10 | -0.34 | 4.40 | 5.23 | 0.47 |
| Sharpe Ratio | NA | -0.85 | -1.49 | -0.36 | NA | NA | NA | … | … | -2.01 | -0.35 | -2.47 | -0.25 | 0.65 | 2.35 | 5.85 |
| Standard Deviation(%) | NA | 2.32 | 2.50 | 3.56 | NA | NA | NA | … | … | 1.96 | 2.60 | 3.05 | 1.46 | 6.42 | 1.63 | 1.06 |
| Draw Down(%) | NA | 3.33 | 10.09 | 10.09 | NA | NA | NA | … | … | 1.92 | 4.50 | 9.56 | 1.84 | 9.37 | 1.52 | 0.09 |
| Yield(%) | 0.00 | 2.29 | 1.84 | 1.87 | 1.10 | 0.73 | 0.55 | … | … | 1.18 | 2.10 | 1.75 | 1.58 | 1.85 | 2.22 | 0.20 |
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 |
|---|---|---|---|---|
| ORFFX (Aquila Tax-Free Trust of Oregon Class F) |
-2.48%
Sep 2020 – Sep 2023 |
0.23%
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 |
|---|---|---|---|---|
| ORFFX (Aquila Tax-Free Trust of Oregon Class F) |
1.95%
Jan 2019 – Jan 2022 |
1.01%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart