Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORTFX (AQUILA TAX-FREE TRUST OF OREGON CLASS A) | 1.02% | 6.16% | 2.75% | 0.43% | 1.22% | 2.16% | 2.63% | … | … |
Data as of 06/04/2026, Common starting date is 07/29/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORTFX (AQUILA TAX-FREE TRUST OF OREGON CLASS A) | 07/29/1986 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 6.16 | 2.75 | 0.43 | 1.22 | 2.16 | 2.63 | … | … | 1.02 | 4.28 | 0.29 | 3.36 | -6.35 | -0.51 | 4.22 | 5.11 | 0.58 | 2.93 | -0.36 | 2.81 | 6.99 | -2.45 | 5.79 | 9.82 | 0.87 | 10.86 | -1.20 | 2.89 | 3.76 | 2.47 | 3.61 | 4.88 | 9.04 | 4.55 | 10.18 | -1.94 | 4.93 | 7.02 | 3.69 | 13.84 | -4.10 | 10.09 | 7.42 | 10.99 | 6.55 | 9.72 | 8.79 | 1.12 | 10.14 |
| Sharpe Ratio | NA | 1.62 | -0.09 | -0.75 | -0.13 | NA | NA | … | … | -0.09 | 0.38 | -1.35 | -0.12 | -2.50 | -0.40 | 0.61 | 2.24 | -0.55 | 1.21 | -0.26 | 1.62 | 4.17 | -0.90 | 2.46 | 3.62 | 0.28 | 3.38 | -0.35 | -0.10 | 0.15 | 0.08 | 0.76 | 1.21 | 2.65 | 0.85 | 2.61 | -2.36 | 0.72 | 1.48 | 0.01 | 2.84 | -1.61 | 2.95 | 1.74 | 3.06 | 0.36 | 1.28 | 0.62 | -0.47 | 1.64 |
| Standard Deviation(%) | NA | 2.20 | 2.93 | 2.80 | 3.06 | NA | NA | … | … | 2.54 | 3.66 | 2.47 | 2.53 | 3.12 | 1.36 | 6.45 | 1.63 | 1.46 | 1.88 | 2.17 | 1.72 | 1.67 | 2.76 | 2.35 | 2.70 | 2.76 | 3.18 | 6.15 | 2.52 | 2.28 | 2.64 | 3.47 | 3.43 | 2.98 | 2.51 | 2.29 | 2.25 | 2.04 | 2.25 | 3.96 | 3.48 | 4.47 | 2.68 | 2.81 | 2.30 | 2.93 | 2.96 | 6.25 | 6.53 | 13.07 |
| Draw Down(%) | NA | 2.67 | 4.12 | 10.41 | 10.41 | NA | NA | … | … | 2.67 | 4.05 | 2.04 | 4.30 | 9.82 | 1.75 | 9.43 | 1.51 | 1.88 | 1.79 | 4.54 | 1.78 | 0.88 | 5.88 | 2.10 | 2.45 | 5.42 | 2.25 | 10.25 | 2.18 | 1.43 | 2.50 | 5.12 | 5.25 | 3.33 | 3.13 | 2.41 | 4.02 | 1.14 | 1.66 | 3.61 | 1.79 | 8.48 | 1.95 | 2.74 | 1.30 | 2.42 | 1.84 | 3.33 | 11.29 | 4.80 |
| Yield(%) | 0.00 | 2.90 | 2.59 | 2.04 | 2.02 | 2.48 | 2.82 | … | … | 1.02 | 3.00 | 2.58 | 1.94 | 1.59 | 1.41 | 1.68 | 2.03 | 2.28 | 2.36 | 2.44 | 2.77 | 3.13 | 3.07 | 3.68 | 3.59 | 3.32 | 4.05 | 3.85 | 3.83 | 3.86 | 3.88 | 3.72 | 4.24 | 4.68 | 4.76 | 5.14 | 4.71 | 4.63 | 4.76 | 5.14 | 5.51 | 5.14 | 5.48 | 5.85 | 6.27 | 6.48 | 6.67 | 6.86 | 6.79 | 3.62 |
Data as of 06/04/2026, Common starting date is 07/29/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORTFX (AQUILA TAX-FREE TRUST OF OREGON CLASS A) |
-2.56%
Sep 2020 – Sep 2023 |
-0.67%
Jul 2020 – Jul 2025 |
0.94%
Oct 2012 – Oct 2022 |
1.81%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORTFX (AQUILA TAX-FREE TRUST OF OREGON CLASS A) |
10.55%
Sep 1990 – Sep 1993 |
9.68%
Sep 1987 – Sep 1992 |
7.72%
Oct 1987 – Oct 1997 |
7.04%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart