Here you can find all mutual funds issued by Aquila and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Aquila
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aquila Opportunity Growth Fund | Mid Cap Blend Equities | Jul 22, 1994 | 1.50% | 4.67% | 8.38% | 0.00% | ||||||||
Aquila High Income Fund | High Yield Bonds | Jun 1, 2006 | 0.98% | 0.49% | 3.33% | 4.87% | ||||||||
Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | Mar 12, 1986 | 0.73% | -1.31% | 1.60% | 2.82% | ||||||||
Aquila Churchill Tax Free Fund of Kentucky | Municipal Bonds | May 20, 1987 | 0.76% | -1.11% | 1.54% | 2.39% | ||||||||
Aquila Tax-Free Fund of Colorado | Municipal Bonds | May 20, 1987 | 0.72% | -1.40% | 1.32% | 2.35% | ||||||||
Hawaiian Tax Free Trust | Municipal Bonds | Feb 19, 1985 | 0.86% | -1.40% | 0.93% | 2.00% | ||||||||
Aquila Narragansett Tax-Free Income Fund | Municipal Bonds | Sep 9, 1992 | 0.81% | -1.28% | 1.67% | 2.09% | ||||||||
Aquila Tax-Free Trust of Oregon | Municipal Bonds | Jun 15, 1986 | 0.70% | -1.30% | 1.26% | 2.04% | ||||||||
Aquila Tax-Free Fund For Utah | Municipal Bonds | Jul 23, 1992 | 0.87% | -1.19% | 1.68% | 2.26% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years