Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTACX (AQUILA TAX-FREE FUND FOR UTAH CLASS C) | 1.51% | 6.82% | 2.94% | 0.10% | 0.90% | 2.00% | 2.29% | … | … |
Data as of 06/03/2026, Common starting date is 05/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTACX (AQUILA TAX-FREE FUND FOR UTAH CLASS C) | 05/24/1996 | 06/03/2026 |
| 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 (%) | 0.41 | 6.82 | 2.94 | 0.10 | 0.90 | 2.00 | 2.29 | … | … | 1.51 | 4.41 | 0.28 | 3.22 | -8.19 | -0.36 | 3.27 | 5.00 | -0.01 | 3.34 | -0.61 | 2.16 | 8.23 | -2.52 | 6.28 | 9.51 | 1.57 | 15.66 | -9.06 | 1.58 | 3.96 | 2.46 | 3.32 | 5.04 | 9.37 | 3.13 | 9.98 | -6.16 | 4.51 | 7.50 | 5.31 |
| Sharpe Ratio | NA | 1.76 | -0.02 | -0.79 | -0.22 | NA | NA | … | … | 0.36 | 0.38 | -1.30 | -0.14 | -2.78 | -0.27 | 0.46 | 2.23 | -0.87 | 1.32 | -0.34 | 1.31 | 5.03 | -0.97 | 2.86 | 3.75 | 0.29 | 4.67 | -1.34 | -0.53 | 0.23 | 0.08 | 0.69 | 1.24 | 2.65 | 0.26 | 2.07 | -3.18 | 0.40 | 1.46 | 1.23 |
| Standard Deviation(%) | NA | 2.28 | 3.21 | 3.09 | 3.25 | NA | NA | … | … | 2.68 | 3.97 | 2.57 | 3.03 | 3.48 | 1.43 | 6.55 | 1.58 | 1.62 | 2.04 | 2.41 | 1.62 | 1.63 | 2.63 | 2.19 | 2.53 | 5.11 | 3.33 | 7.45 | 2.99 | 2.39 | 2.60 | 3.40 | 3.48 | 3.10 | 2.63 | 2.78 | 3.00 | 2.59 | 2.61 | 4.31 |
| Draw Down(%) | NA | 2.64 | 4.63 | 12.64 | 12.64 | NA | NA | … | … | 2.64 | 4.20 | 2.19 | 5.76 | 11.82 | 1.81 | 9.44 | 1.32 | 2.36 | 1.53 | 5.66 | 2.04 | 0.85 | 5.98 | 1.44 | 2.41 | 4.76 | 1.86 | 14.46 | 3.34 | 1.83 | 2.45 | 5.44 | 5.34 | 3.72 | 3.52 | 3.77 | 7.71 | 2.54 | 2.19 | 1.95 |
| Yield(%) | 0.00 | 3.11 | 2.48 | 1.78 | 1.66 | 2.08 | 2.40 | … | … | 1.08 | 3.25 | 2.21 | 1.41 | 1.16 | 0.94 | 1.26 | 1.63 | 1.70 | 1.75 | 1.81 | 2.13 | 2.60 | 2.67 | 2.75 | 3.46 | 3.36 | 4.34 | 3.57 | 3.31 | 3.38 | 3.30 | 3.36 | 3.66 | 4.09 | 4.12 | 4.53 | 4.50 | 3.84 | 4.30 | 3.66 |
Data as of 06/03/2026, Common starting date is 05/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTACX (AQUILA TAX-FREE FUND FOR UTAH CLASS C) |
-3.66%
Oct 2020 – Oct 2023 |
-1.06%
Jul 2020 – Jul 2025 |
0.61%
Oct 2012 – Oct 2022 |
1.67%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTACX (AQUILA TAX-FREE FUND FOR UTAH CLASS C) |
8.76%
Dec 2008 – Dec 2011 |
6.56%
Jan 2000 – Jan 2005 |
4.51%
Jan 2000 – Jan 2010 |
4.61%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart