Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORTYX (AQUILA TAX-FREE TRUST OF OREGON CLASS Y) | 1.19% | 6.42% | 2.94% | 0.60% | 1.34% | 2.28% | 2.79% | … | … |
Data as of 06/04/2026, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORTYX (AQUILA TAX-FREE TRUST OF OREGON CLASS Y) | 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 | 6.42 | 2.94 | 0.60 | 1.34 | 2.28 | 2.79 | … | … | 1.19 | 4.33 | 0.46 | 3.51 | -6.14 | -0.36 | 4.38 | 5.27 | 0.51 | 2.87 | -0.22 | 2.98 | 7.13 | -2.33 | 5.93 | 10.03 | 1.59 | 11.07 | -1.02 | 3.00 | 3.77 | 2.42 | 3.27 | 5.14 | 9.17 | 4.59 | 10.29 | -1.73 | 5.57 | 7.43 | 5.04 |
| Sharpe Ratio | NA | 1.70 | -0.03 | -0.69 | -0.09 | NA | NA | … | … | -0.02 | 0.39 | -1.25 | -0.06 | -2.47 | -0.27 | 0.63 | 2.35 | -0.61 | 1.16 | -0.20 | 1.74 | 4.20 | -0.85 | 2.52 | 3.68 | 0.54 | 3.22 | -0.32 | -0.06 | 0.15 | 0.06 | 0.65 | 1.25 | 2.79 | 0.86 | 2.55 | -2.17 | 0.93 | 1.71 | 1.05 |
| Standard Deviation(%) | NA | 2.19 | 2.97 | 2.83 | 3.09 | NA | NA | … | … | 2.58 | 3.70 | 2.54 | 2.61 | 3.08 | 1.42 | 6.51 | 1.61 | 1.43 | 1.91 | 2.21 | 1.69 | 1.69 | 2.77 | 2.35 | 2.72 | 2.78 | 3.40 | 6.25 | 2.52 | 2.31 | 2.70 | 3.51 | 3.53 | 2.88 | 2.51 | 2.38 | 2.34 | 2.25 | 2.19 | 3.62 |
| Draw Down(%) | NA | 2.67 | 4.13 | 10.28 | 10.28 | NA | NA | … | … | 2.67 | 4.13 | 2.03 | 4.33 | 9.74 | 1.84 | 9.44 | 1.51 | 1.85 | 1.75 | 4.51 | 1.74 | 0.98 | 5.85 | 2.09 | 2.45 | 5.30 | 2.26 | 10.15 | 2.16 | 1.51 | 2.57 | 5.21 | 5.32 | 3.33 | 3.04 | 2.41 | 4.00 | 1.39 | 1.51 | 1.72 |
| Yield(%) | 0.00 | 3.04 | 2.75 | 2.18 | 2.12 | 2.61 | 2.98 | … | … | 1.09 | 3.14 | 2.74 | 2.09 | 1.72 | 1.56 | 1.83 | 2.18 | 2.21 | 2.31 | 2.58 | 2.93 | 3.27 | 3.20 | 3.82 | 3.79 | 4.04 | 4.27 | 4.03 | 3.93 | 3.95 | 3.75 | 3.48 | 4.40 | 4.80 | 4.90 | 5.24 | 4.83 | 5.25 | 5.23 | 3.90 |
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 |
|---|---|---|---|---|
| ORTYX (AQUILA TAX-FREE TRUST OF OREGON CLASS Y) |
-2.45%
Sep 2020 – Sep 2023 |
-0.52%
Jul 2020 – Jul 2025 |
1.04%
Oct 2012 – Oct 2022 |
1.93%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORTYX (AQUILA TAX-FREE TRUST OF OREGON CLASS Y) |
9.06%
May 2000 – May 2003 |
6.72%
Jan 2000 – Jan 2005 |
5.23%
May 2000 – May 2010 |
5.04%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart