Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTAHX (AQUILA TAX-FREE FUND FOR UTAH CLASS A) | 1.62% | 7.15% | 3.45% | 0.72% | 1.60% | 2.75% | 3.06% | … | … |
Data as of 06/03/2026, Common starting date is 09/24/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTAHX (AQUILA TAX-FREE FUND FOR UTAH CLASS A) | 09/24/1992 | 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 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 7.15 | 3.45 | 0.72 | 1.60 | 2.75 | 3.06 | … | … | 1.62 | 4.73 | 0.85 | 4.06 | -7.44 | 0.35 | 4.09 | 5.83 | 0.78 | 4.11 | 0.19 | 3.03 | 9.12 | -1.74 | 7.11 | 10.31 | 2.41 | 16.42 | -8.24 | 2.30 | 4.81 | 3.37 | 4.00 | 6.08 | 9.71 | 4.17 | 10.98 | -5.21 | 5.29 | 8.18 | 4.19 | 18.79 | -6.46 | 12.19 | 3.62 |
| Sharpe Ratio | NA | 1.86 | 0.14 | -0.58 | -0.01 | NA | NA | … | … | 0.46 | 0.46 | -1.05 | 0.13 | -2.54 | 0.22 | 0.59 | 2.60 | -0.35 | 1.63 | -0.01 | 1.69 | 5.23 | -0.66 | 3.20 | 3.90 | 0.44 | 4.59 | -1.22 | -0.28 | 0.53 | 0.40 | 0.84 | 1.51 | 2.58 | 0.64 | 2.44 | -2.75 | 0.67 | 1.57 | 0.11 | 3.25 | -1.45 | 2.91 | 3.13 |
| Standard Deviation(%) | NA | 2.34 | 3.26 | 3.13 | 3.28 | NA | NA | … | … | 2.71 | 4.03 | 2.64 | 3.06 | 3.50 | 1.51 | 6.50 | 1.68 | 1.69 | 2.12 | 2.47 | 1.78 | 1.74 | 2.69 | 2.22 | 2.64 | 5.24 | 3.56 | 7.54 | 3.07 | 2.63 | 2.76 | 3.59 | 3.54 | 3.31 | 2.72 | 2.77 | 3.12 | 2.72 | 2.86 | 4.87 | 4.55 | 6.58 | 3.43 | 3.80 |
| Draw Down(%) | NA | 2.64 | 4.43 | 11.81 | 11.81 | NA | NA | … | … | 2.64 | 4.18 | 2.05 | 5.38 | 11.27 | 1.76 | 9.35 | 1.41 | 1.99 | 1.41 | 5.33 | 1.78 | 0.78 | 5.64 | 1.42 | 2.41 | 4.62 | 1.75 | 13.94 | 3.02 | 1.63 | 2.40 | 5.40 | 5.20 | 3.62 | 3.43 | 3.68 | 7.19 | 2.45 | 2.07 | 4.45 | 2.54 | 11.75 | 2.77 | 2.07 |
| Yield(%) | 0.00 | 3.42 | 2.97 | 2.34 | 2.33 | 2.85 | 3.15 | … | … | 1.20 | 3.56 | 2.77 | 2.22 | 1.91 | 1.74 | 2.06 | 2.45 | 2.48 | 2.51 | 2.62 | 2.89 | 3.45 | 3.45 | 3.55 | 4.32 | 4.09 | 5.21 | 4.32 | 4.10 | 4.19 | 4.09 | 4.12 | 4.56 | 4.52 | 5.13 | 5.46 | 5.45 | 4.49 | 4.93 | 5.31 | 6.10 | 5.41 | 5.96 | 2.20 |
Data as of 06/03/2026, Common starting date is 09/24/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTAHX (AQUILA TAX-FREE FUND FOR UTAH CLASS A) |
-2.88%
Oct 2020 – Oct 2023 |
-0.36%
Jul 2020 – Jul 2025 |
1.38%
Jan 2015 – Jan 2025 |
2.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTAHX (AQUILA TAX-FREE FUND FOR UTAH CLASS A) |
10.62%
Nov 1994 – Nov 1997 |
7.50%
Oct 1992 – Oct 1997 |
6.60%
Nov 1994 – Nov 2004 |
5.58%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart