Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORTCX (AQUILA TAX-FREE TRUST OF OREGON CLASS C) | 1.00% | 5.91% | 2.22% | -0.22% | 0.46% | 1.36% | 1.82% | … | … |
Data as of 06/04/2026, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORTCX (AQUILA TAX-FREE TRUST OF OREGON CLASS C) | 04/25/1996 | 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 (%) | 0.39 | 5.91 | 2.22 | -0.22 | 0.46 | 1.36 | 1.82 | … | … | 1.00 | 3.79 | -0.34 | 2.56 | -7.17 | -1.37 | 3.35 | 4.23 | -0.27 | 2.06 | -1.22 | 1.96 | 6.10 | -3.29 | 4.91 | 8.91 | 0.07 | 9.97 | -2.01 | 1.99 | 2.87 | 1.63 | 2.77 | 4.00 | 8.19 | 3.66 | 9.04 | -2.71 | 4.17 | 6.49 | 4.25 |
| Sharpe Ratio | NA | 1.47 | -0.29 | -1.00 | -0.39 | NA | NA | … | … | -0.20 | 0.25 | -1.60 | -0.44 | -2.84 | -1.10 | 0.48 | 1.85 | -1.20 | 0.80 | -0.68 | 1.17 | 3.84 | -1.25 | 2.16 | 3.37 | -0.01 | 3.18 | -0.48 | -0.49 | -0.26 | -0.25 | 0.52 | 0.98 | 2.47 | 0.53 | 2.26 | -2.80 | 0.33 | 1.27 | 0.60 |
| Standard Deviation(%) | NA | 2.16 | 2.91 | 2.76 | 3.02 | NA | NA | … | … | 2.56 | 3.62 | 2.48 | 2.51 | 3.03 | 1.27 | 6.44 | 1.49 | 1.38 | 1.76 | 2.10 | 1.64 | 1.59 | 2.67 | 2.27 | 2.64 | 2.66 | 3.10 | 6.13 | 2.39 | 2.11 | 2.53 | 3.41 | 3.36 | 2.85 | 2.33 | 2.14 | 2.17 | 2.12 | 2.20 | 4.34 |
| Draw Down(%) | NA | 2.67 | 4.30 | 11.32 | 12.00 | NA | NA | … | … | 2.67 | 4.17 | 2.15 | 4.73 | 10.41 | 2.08 | 9.44 | 1.51 | 2.28 | 1.92 | 4.81 | 2.05 | 0.96 | 6.16 | 2.17 | 2.45 | 5.54 | 2.32 | 10.49 | 2.40 | 1.72 | 2.56 | 5.35 | 5.48 | 3.33 | 3.11 | 2.48 | 4.37 | 1.67 | 1.58 | 1.89 |
| Yield(%) | 0.00 | 2.55 | 2.05 | 1.42 | 1.30 | 1.69 | 2.01 | … | … | 0.90 | 2.63 | 1.95 | 1.08 | 0.79 | 0.56 | 0.83 | 1.16 | 1.44 | 1.51 | 1.57 | 1.94 | 2.27 | 2.24 | 2.82 | 2.74 | 2.52 | 3.19 | 3.05 | 2.96 | 3.00 | 3.06 | 2.92 | 3.39 | 3.87 | 3.90 | 4.18 | 3.86 | 3.90 | 4.35 | 3.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ORTCX (AQUILA TAX-FREE TRUST OF OREGON CLASS C) |
-3.41%
Oct 2020 – Oct 2023 |
-1.42%
Jul 2020 – Jul 2025 |
0.08%
Oct 2012 – Oct 2022 |
0.98%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORTCX (AQUILA TAX-FREE TRUST OF OREGON CLASS C) |
7.98%
May 2000 – May 2003 |
5.75%
Jan 2000 – Jan 2005 |
4.23%
May 2000 – May 2010 |
4.02%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart