Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTAYX (AQUILA TAX-FREE FUND FOR UTAH CLASS Y) | 1.80% | 7.37% | 3.71% | 0.93% | 1.80% | 2.94% | 3.26% | … | … |
Data as of 06/04/2026, Common starting date is 05/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTAYX (AQUILA TAX-FREE FUND FOR UTAH CLASS Y) | 05/24/1996 | 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 (%) | 0.41 | 7.37 | 3.71 | 0.93 | 1.80 | 2.94 | 3.26 | … | … | 1.80 | 5.08 | 1.09 | 4.16 | -7.25 | 0.65 | 4.19 | 6.03 | 0.91 | 4.19 | 0.39 | 3.25 | 9.28 | -1.54 | 7.32 | 10.49 | 2.62 | 16.71 | -8.00 | 2.49 | 4.93 | 3.28 | 3.78 | 2.85 | 5.55 | 3.82 | 11.47 | -5.09 | 5.59 | 8.96 | 6.47 |
| Sharpe Ratio | NA | 1.97 | 0.22 | -0.52 | 0.05 | NA | NA | … | … | 0.54 | 0.56 | -0.97 | 0.16 | -2.48 | 0.42 | 0.60 | 2.71 | -0.28 | 1.68 | 0.07 | 1.84 | 5.46 | -0.58 | 3.28 | 3.88 | 0.48 | 4.61 | -1.17 | -0.21 | 0.57 | 0.37 | 0.79 | 0.61 | 1.52 | 0.52 | 1.91 | -2.65 | 0.47 | 1.87 | 1.55 |
| Standard Deviation(%) | NA | 2.40 | 3.24 | 3.11 | 3.27 | NA | NA | … | … | 2.69 | 3.96 | 2.60 | 3.08 | 3.52 | 1.49 | 6.53 | 1.68 | 1.71 | 2.11 | 2.44 | 1.75 | 1.70 | 2.72 | 2.23 | 2.69 | 5.22 | 3.60 | 7.66 | 3.10 | 2.66 | 2.73 | 3.53 | 3.53 | 2.90 | 2.67 | 3.79 | 3.19 | 4.56 | 2.82 | 4.69 |
| Draw Down(%) | NA | 2.63 | 4.26 | 11.67 | 11.67 | NA | NA | … | … | 2.63 | 4.15 | 1.95 | 5.16 | 11.21 | 1.76 | 9.41 | 1.31 | 1.83 | 1.44 | 5.24 | 1.79 | 0.78 | 5.65 | 1.41 | 2.40 | 4.57 | 1.85 | 13.82 | 3.14 | 1.79 | 2.37 | 5.37 | 5.99 | 3.70 | 3.43 | 3.67 | 7.38 | 2.47 | 1.96 | 2.26 |
| Yield(%) | 0.00 | 3.64 | 3.19 | 2.53 | 2.50 | 3.04 | 3.34 | … | … | 1.28 | 3.79 | 3.00 | 2.41 | 2.07 | 1.94 | 2.26 | 2.65 | 2.69 | 2.49 | 2.81 | 3.10 | 3.62 | 3.63 | 3.76 | 4.50 | 4.30 | 5.52 | 4.52 | 4.28 | 4.31 | 4.01 | 3.90 | 1.56 | 0.44 | 4.70 | 5.82 | 5.47 | 4.88 | 5.57 | 4.77 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| UTAYX (AQUILA TAX-FREE FUND FOR UTAH CLASS Y) |
-2.71%
Oct 2020 – Oct 2023 |
-0.15%
Jul 2020 – Jul 2025 |
1.56%
Apr 2015 – Apr 2025 |
2.63%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTAYX (AQUILA TAX-FREE FUND FOR UTAH CLASS Y) |
9.79%
Dec 2008 – Dec 2011 |
7.02%
Nov 2008 – Nov 2013 |
5.23%
Dec 2008 – Dec 2018 |
5.07%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart