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MQY vs. AZTFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MQY vs. AZTFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock MuniYield Quality Fund (MQY) and Aquila Tax Free Trust of Arizona Fund (AZTFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MQY achieves a 4.35% return, which is significantly higher than AZTFX's 1.59% return. Over the past 10 years, MQY has underperformed AZTFX with an annualized return of 1.34%, while AZTFX has yielded a comparatively higher 1.46% annualized return.


MQY

1D
0.00%
1M
3.03%
YTD
4.35%
6M
4.26%
1Y
11.33%
3Y*
5.88%
5Y*
-2.19%
10Y*
1.34%

AZTFX

1D
0.10%
1M
1.31%
YTD
1.59%
6M
1.99%
1Y
6.55%
3Y*
3.20%
5Y*
0.44%
10Y*
1.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MQY vs. AZTFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MQY
BlackRock MuniYield Quality Fund
4.35%4.28%-0.06%10.20%-24.23%2.67%14.65%20.89%-10.12%8.98%
AZTFX
Aquila Tax Free Trust of Arizona Fund
1.59%4.57%0.76%4.19%-8.34%0.77%3.64%6.36%0.88%3.99%

Correlation

The correlation between MQY and AZTFX is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.48

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jun 20, 1996

0.28

Over the past year, MQY and AZTFX have become more correlated (0.52) than their long-term average of 0.28, meaning their price movements have been converging.

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Return for Risk

MQY vs. AZTFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MQY
MQY Risk / Return Rank: 2121
Overall Rank
MQY Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
MQY Sortino Ratio Rank: 2727
Sortino Ratio Rank
MQY Omega Ratio Rank: 2121
Omega Ratio Rank
MQY Calmar Ratio Rank: 1717
Calmar Ratio Rank
MQY Martin Ratio Rank: 1818
Martin Ratio Rank

AZTFX
AZTFX Risk / Return Rank: 7272
Overall Rank
AZTFX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
AZTFX Sortino Ratio Rank: 9494
Sortino Ratio Rank
AZTFX Omega Ratio Rank: 9696
Omega Ratio Rank
AZTFX Calmar Ratio Rank: 4242
Calmar Ratio Rank
AZTFX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MQY vs. AZTFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock MuniYield Quality Fund (MQY) and Aquila Tax Free Trust of Arizona Fund (AZTFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MQYAZTFXDifference
Sharpe ratioReturn per unit of total volatility

-1.64

Sortino ratioReturn per unit of downside risk

-2.49

Omega ratioGain probability vs. loss probability

1.22

1.81

-0.59

Calmar ratioReturn relative to maximum drawdown

1.40

2.35

-0.95

Martin ratioReturn relative to average drawdown

4.35

7.81

-3.46

MQY vs. AZTFX - Sharpe Ratio Comparison

The current MQY Sharpe Ratio is 1.21, which is lower than the AZTFX Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of MQY and AZTFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MQY vs. AZTFX - Drawdown Comparison

The maximum MQY drawdown since its inception was -41.67%, which is greater than AZTFX's maximum drawdown of -12.40%. Use the drawdown chart below to compare losses from any high point for MQY and AZTFX.


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Drawdown Indicators


MQYAZTFXDifference

Max Drawdown

Largest peak-to-trough decline

-41.67%

-12.40%

-29.27%

Max Drawdown (1Y)

Largest decline over 1 year

-8.13%

-2.80%

-5.33%

Max Drawdown (3Y)

Largest decline over 3 years

-17.03%

-4.53%

-12.50%

Max Drawdown (5Y)

Largest decline over 5 years

-35.44%

-12.40%

-23.04%

Max Drawdown (10Y)

Largest decline over 10 years

-35.97%

-12.40%

-23.57%

Current Drawdown

Current decline from peak

-13.12%

-0.57%

-12.55%

Average Drawdown

Average peak-to-trough decline

-8.29%

-1.69%

-6.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

0.84%

+1.77%

Volatility

MQY vs. AZTFX - Volatility Comparison

BlackRock MuniYield Quality Fund (MQY) has a higher volatility of 2.92% compared to Aquila Tax Free Trust of Arizona Fund (AZTFX) at 0.61%. This indicates that MQY's price experiences larger fluctuations and is considered to be riskier than AZTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MQYAZTFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.92%

0.61%

+2.31%

Volatility (6M)

Calculated over the trailing 6-month period

7.50%

1.85%

+5.65%

Volatility (1Y)

Calculated over the trailing 1-year period

9.46%

2.32%

+7.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.21%

3.24%

+8.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.04%

3.21%

+9.83%

MQY vs. AZTFX - Expense Ratio Comparison

MQY has a 2.07% expense ratio, which is higher than AZTFX's 0.73% expense ratio.


Dividends

MQY vs. AZTFX - Dividend Comparison

MQY's dividend yield for the trailing twelve months is around 6.08%, more than AZTFX's 3.31% yield.


PositionTTM20252024202320222021202020192018201720162015
AZTFX
Aquila Tax Free Trust of Arizona Fund
3.31%3.28%2.50%2.43%1.66%1.97%2.26%2.94%2.95%2.78%3.09%3.33%
MQY
BlackRock MuniYield Quality Fund
6.08%6.16%6.04%4.46%5.87%4.93%4.21%4.00%5.24%5.67%6.10%6.06%

Frequently Asked Questions


MQY and AZTFX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MQY has higher volatility (2.92%) compared to AZTFX (0.61%). In terms of maximum drawdown, MQY dropped -41.67% vs AZTFX's -12.40%.

AZTFX currently has the higher Sharpe Ratio (2.85 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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