Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTAFX (Aquila Tax-Free Fund For Utah Class F) | NA | 2.69% | -1.07% | 0.71% | 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 |
|---|---|---|
| UTAFX (Aquila Tax-Free Fund For Utah 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 (%) | 0.10 | 2.69 | -1.07 | 0.71 | NA | NA | NA | … | … | 0.16 | 4.39 | -7.07 | 0.57 | 4.50 | 5.97 | 0.61 |
| Sharpe Ratio | NA | -0.40 | -1.25 | -0.25 | NA | NA | NA | … | … | -1.59 | 0.04 | -2.44 | 0.37 | 0.65 | 2.79 | 7.29 |
| Standard Deviation(%) | NA | 2.81 | 2.88 | 3.77 | NA | NA | NA | … | … | 2.12 | 3.08 | 3.48 | 1.50 | 6.54 | 1.64 | 1.17 |
| Draw Down(%) | NA | 4.34 | 11.43 | 11.43 | NA | NA | NA | … | … | 1.92 | 5.24 | 10.98 | 1.67 | 9.33 | 1.41 | 0.10 |
| Yield(%) | 0.00 | 2.53 | 2.13 | 2.23 | 1.31 | 0.87 | 0.66 | … | … | 1.27 | 2.43 | 2.11 | 1.96 | 2.29 | 2.69 | 0.22 |
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 |
|---|---|---|---|---|
| UTAFX (Aquila Tax-Free Fund For Utah Class F) |
-2.60%
Oct 2020 – Oct 2023 |
0.50%
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 |
|---|---|---|---|---|
| UTAFX (Aquila Tax-Free Fund For Utah Class F) |
2.48%
Jan 2019 – Jan 2022 |
1.35%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart