Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COTCX (AQUILA TAX-FREE FUND OF COLORADO CLASS C) | 1.06% | 5.88% | 2.35% | -0.19% | 0.37% | 1.31% | 1.78% | … | … |
Data as of 06/10/2026, Common starting date is 05/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COTCX (AQUILA TAX-FREE FUND OF COLORADO CLASS C) | 05/24/1996 | 06/10/2026 |
| 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 (%) | -0.10 | 5.88 | 2.35 | -0.19 | 0.37 | 1.31 | 1.78 | … | … | 1.06 | 3.38 | 0.13 | 2.85 | -7.08 | -1.36 | 2.84 | 3.84 | -0.29 | 1.76 | -0.97 | 2.05 | 6.72 | -3.59 | 4.87 | 7.80 | 0.54 | 8.36 | -0.38 | 2.26 | 2.16 | 0.53 | 1.39 | 3.32 | 8.44 | 3.66 | 7.22 | -1.68 | 3.60 | 6.14 | 3.11 |
| Sharpe Ratio | NA | 1.47 | -0.28 | -0.95 | -0.42 | NA | NA | … | … | 0.09 | 0.13 | -1.38 | -0.33 | -2.97 | -1.04 | 0.42 | 1.66 | -1.28 | 0.62 | -0.56 | 1.25 | 3.61 | -1.24 | 2.15 | 3.33 | 0.18 | 3.46 | -0.37 | -0.55 | -0.65 | -0.75 | 0.12 | 0.75 | 2.38 | 0.52 | 1.71 | -2.45 | 0.06 | 1.16 | 0.50 |
| Standard Deviation(%) | NA | 2.27 | 2.99 | 2.79 | 2.96 | NA | NA | … | … | 2.64 | 3.78 | 2.52 | 2.50 | 2.88 | 1.33 | 6.10 | 1.43 | 1.31 | 1.79 | 2.11 | 1.62 | 1.86 | 2.91 | 2.26 | 2.33 | 2.43 | 2.39 | 3.63 | 1.62 | 1.95 | 2.31 | 3.46 | 3.47 | 3.06 | 2.34 | 1.75 | 2.06 | 2.08 | 2.11 | 3.10 |
| Draw Down(%) | NA | 2.83 | 4.70 | 11.02 | 11.44 | NA | NA | … | … | 2.83 | 4.61 | 2.23 | 4.64 | 10.00 | 1.91 | 8.96 | 1.41 | 2.08 | 1.92 | 4.75 | 2.10 | 0.93 | 6.75 | 2.12 | 2.17 | 5.07 | 1.58 | 6.41 | 1.35 | 1.52 | 2.56 | 5.75 | 5.58 | 3.57 | 3.39 | 1.86 | 3.50 | 1.54 | 1.70 | 1.50 |
| Yield(%) | 0.00 | 2.74 | 2.27 | 1.54 | 1.35 | 1.70 | 2.04 | … | … | 0.96 | 2.87 | 2.14 | 1.27 | 0.78 | 0.59 | 0.84 | 1.20 | 1.42 | 1.47 | 1.68 | 2.03 | 2.18 | 2.05 | 2.38 | 2.84 | 3.00 | 3.10 | 3.06 | 3.08 | 3.07 | 2.96 | 2.85 | 3.09 | 3.46 | 3.54 | 3.85 | 4.39 | 3.44 | 4.16 | 2.77 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| COTCX (AQUILA TAX-FREE FUND OF COLORADO CLASS C) |
-3.33%
Oct 2020 – Oct 2023 |
-1.35%
Jul 2020 – Jul 2025 |
0.06%
Oct 2012 – Oct 2022 |
0.93%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COTCX (AQUILA TAX-FREE FUND OF COLORADO CLASS C) |
7.60%
May 2000 – May 2003 |
4.95%
Jan 2000 – Jan 2005 |
3.81%
May 2000 – May 2010 |
3.66%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart