Aquila Mutual Funds List
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.
- Number of Funds
- 7
- Avg. Expense Ratio
- 0.91%
- Avg. 1 Year Return
- 6.54%
- Avg. 5 Year Return
- 0.37%
- Median Risk/Return Score
- 70 / 100
Aquila Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | 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% | — | — | 0.00% | — | ||||||||
| Aquila High Income Fund | High Yield Bonds | Jun 1, 2006 | 0.98% | — | — | 0.49% | — | ||||||||
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | Mar 12, 1986 | 0.73% | 1.39% | 1.49% | 3.32% | 71 | ||||||||
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | May 20, 1987 | 0.72% | 1.60% | 1.22% | 3.32% | 69 | ||||||||
| Hawaiian Tax Free Trust | Municipal Bonds | Feb 19, 1985 | 0.86% | 0.75% | 0.96% | 2.50% | 60 | ||||||||
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | Jun 15, 1986 | 0.70% | 1.10% | 1.15% | 3.07% | 70 | ||||||||
| Aquila Tax-Free Fund For Utah | Municipal Bonds | Jul 23, 1992 | 0.87% | 1.82% | 1.55% | 3.59% | 77 |
Explore top Aquila Mutual Fund Categories and Asset Classes
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
Best Aquila Mutual funds by Risk/Return Score
The top Aquila Mutual funds by PortfoliosLab Risk/Return Score are UTAHX (77) and AZTFX (71).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Aquila Tax-Free Fund For Utah | 77 | — | Jul 1992 | |
| Aquila Tax Free Trust of Arizona Fund | 71 | — | Mar 1986 | |
| Aquila Tax-Free Trust of Oregon | 70 | — | Jun 1986 | |
| Aquila Tax-Free Fund of Colorado | 69 | — | May 1987 | |
| Hawaiian Tax Free Trust | 60 | — | Feb 1985 |
Best-Performing Aquila Mutual funds Over 5 Years
The top Aquila Mutual funds is UTAHX (0.54%).
Across the lineup, Aquila Mutual funds show an average 1-year return of 6.54% and an average 5-year return of 0.37%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Aquila Tax-Free Fund For Utah | 0.54% | — | Jul 1992 | |
| Aquila Tax-Free Fund of Colorado | 0.47% | — | May 1987 | |
| Aquila Tax Free Trust of Arizona Fund | 0.42% | — | Mar 1986 | |
| Aquila Tax-Free Trust of Oregon | 0.27% | — | Jun 1986 | |
| Hawaiian Tax Free Trust | 0.13% | — | Feb 1985 |
Lowest-Cost Aquila Mutual funds
The top Aquila Mutual funds is ORTFX (0.70%).
With an average expense ratio of 0.91%, Aquila Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Aquila Tax-Free Trust of Oregon | 0.70% | — | Jun 1986 | |
| Aquila Tax-Free Fund of Colorado | 0.72% | — | May 1987 | |
| Aquila Tax Free Trust of Arizona Fund | 0.73% | — | Mar 1986 | |
| Hawaiian Tax Free Trust | 0.86% | — | Feb 1985 | |
| Aquila Tax-Free Fund For Utah | 0.87% | — | Jul 1992 |
Highest-Yield Aquila Mutual funds
The top Aquila Mutual funds is UTAHX (3.59%).
Across the lineup, Aquila Mutual funds show an average dividend yield of 2.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Aquila Tax-Free Fund For Utah | 3.59% | — | Jul 1992 | |
| Aquila Tax Free Trust of Arizona Fund | 3.32% | — | Mar 1986 | |
| Aquila Tax-Free Fund of Colorado | 3.32% | — | May 1987 | |
| Aquila Tax-Free Trust of Oregon | 3.07% | — | Jun 1986 | |
| Hawaiian Tax Free Trust | 2.50% | — | Feb 1985 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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