Aquila Tax-Free Trust of Oregon (ORTFX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ORTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ORTFX
ORTFX charges 0.70% annually. There are 296 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | ORTFX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ORTFX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | ORTFX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | ORTFX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | ORTFX vs FSMUX |
Best Risk-Adjusted Alternatives to ORTFX
ORTFX has a PortfoliosLab risk / return rank of 73. There are 212 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | ORTFX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | ORTFX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | ORTFX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | ORTFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | ORTFX vs DFSMX |
Top Performing ORTFX Alternatives (YTD)
ORTFX is at 1.39% YTD. There are 304 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | ORTFX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | ORTFX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | ORTFX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | ORTFX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | ORTFX vs MIY |
Lowest Volatility Alternatives to ORTFX
ORTFX has 2.22% 1-year volatility. There are 130 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | ORTFX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ORTFX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | ORTFX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | ORTFX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | ORTFX vs DFSMX |
Lowest Drawdown Alternatives to ORTFX
ORTFX has a 1-year max drawdown of -2.67%. There are 194 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | ORTFX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | ORTFX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | ORTFX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | ORTFX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | ORTFX vs FHMIX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include ATGAX, UTAHX, ATPYX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | ORTFX vs ATGAX | |
| Aquila Tax-Free Fund For Utah | Municipal Bonds | 77 | 1.92% | — | Jul 1992 | ORTFX vs UTAHX | |
| Aquila High Income Fund | High Yield Bonds | — | — | — | Jun 2006 | ORTFX vs ATPYX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 72 | 1.59% | — | Mar 1986 | ORTFX vs AZTFX | |
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | 73 | 1.81% | — | May 1987 | ORTFX vs COTFX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 69 | 1.27% | — | Feb 1985 | ORTFX vs HULAX |
Often Compared With ORTFX
Investors most often compare ORTFX with FXIEX, PRMDX, MQY. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 79 | 1.92% | — | Jun 2012 | ORTFX vs FXIEX | |
| T. Rowe Price Maryland Short-Term Tax-Free Bond Fu... | Municipal Bonds | 76 | 0.85% | — | Jan 1993 | ORTFX vs PRMDX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 21 | 4.35% | — | Jul 1992 | ORTFX vs MQY | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | ORTFX vs MUJ | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 35 | 5.45% | — | Feb 1998 | ORTFX vs MUC | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | ORTFX vs FGNSX |
Compare ORTFX with Any Fund or Stock
Compare ORTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ORTFX with funds that move differently
Aquila Tax-Free Trust of Oregon alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ORTFX.
Explore ORTFX Diversifiers