Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHKYX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS Y) | NA | 2.70% | -0.88% | 0.72% | 1.78% | 2.74% | 2.98% | … | … |
Data as of 07/19/2024, Common starting date is 04/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHKYX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS Y) | 04/25/1996 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.70 | -0.88 | 0.72 | 1.78 | 2.74 | 2.98 | … | … | 0.17 | 4.32 | -6.67 | 1.21 | 3.67 | 5.69 | 0.95 | 3.62 | -0.01 | 2.53 | 7.33 | -2.14 | 5.79 | 9.83 | 1.64 | 16.84 | -4.89 | 2.65 | 4.06 | 2.53 | 3.97 | 4.63 | 8.22 | 4.28 | 8.65 | -1.47 | 5.27 | 8.34 | 5.58 |
| Sharpe Ratio | NA | -0.40 | -1.21 | -0.28 | 0.23 | NA | NA | … | … | -1.54 | 0.02 | -2.43 | 0.85 | 0.60 | 2.85 | -0.24 | 1.49 | -0.10 | 1.48 | 4.10 | -0.83 | 2.87 | 3.67 | 0.54 | 4.14 | -0.69 | -0.11 | 0.34 | 0.15 | 0.95 | 1.25 | 2.82 | 0.89 | 2.02 | -2.00 | 0.80 | 2.00 | 1.25 |
| Standard Deviation(%) | NA | 2.83 | 2.83 | 3.45 | 2.75 | NA | NA | … | … | 2.18 | 3.08 | 3.33 | 1.40 | 5.73 | 1.50 | 1.48 | 2.01 | 2.14 | 1.69 | 1.78 | 2.63 | 2.01 | 2.67 | 2.86 | 4.05 | 8.36 | 3.24 | 2.32 | 2.46 | 3.19 | 3.14 | 2.52 | 2.23 | 2.26 | 2.34 | 2.43 | 2.41 | 3.80 |
| Draw Down(%) | NA | 4.31 | 10.62 | 10.62 | 10.62 | NA | NA | … | … | 1.97 | 5.24 | 10.34 | 1.54 | 8.39 | 1.28 | 1.63 | 1.40 | 4.30 | 1.53 | 1.01 | 5.45 | 1.72 | 2.53 | 5.26 | 2.73 | 15.11 | 3.30 | 1.51 | 1.83 | 4.37 | 4.70 | 2.79 | 2.45 | 2.11 | 3.80 | 1.58 | 1.55 | 1.72 |
| Yield(%) | 0.00 | 2.53 | 2.25 | 2.30 | 2.51 | 3.03 | 3.24 | … | … | 1.25 | 2.51 | 2.23 | 2.22 | 2.34 | 2.49 | 2.42 | 2.36 | 2.89 | 3.13 | 3.33 | 3.21 | 3.50 | 3.97 | 4.17 | 5.05 | 4.42 | 4.46 | 4.16 | 3.79 | 3.45 | 4.26 | 4.65 | 4.97 | 5.34 | 5.34 | 5.14 | 5.53 | 4.31 |
Data as of 07/19/2024, 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 |
|---|---|---|---|---|
| CHKYX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS Y) |
-2.26%
Oct 2020 – Oct 2023 |
0.15%
Oct 2017 – Oct 2022 |
1.26%
Oct 2012 – Oct 2022 |
2.64%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHKYX (AQUILA CHURCHILL TAX-FREE FUND OF KENTUCKY CLASS Y) |
9.60%
Oct 2008 – Oct 2011 |
6.96%
Oct 2008 – Oct 2013 |
5.11%
May 2000 – May 2010 |
4.98%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart