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Aquila Churchill Tax-Free Fund of KY I (CHKIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.88+0.01 (+0.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.07%
5-year average return0.59%
Number of years up18
Number of years down4
Best 1-yr total return (29 Apr 2024)15.89%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return15.89%
Worst 3-yr total return-0.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCHKIXCategory
YTD-0.25%0.46%
1-month-0.11%0.14%
3-month-0.25%1.06%
1-year1.85%2.50%
3-year-0.92%3.78%
5-year0.79%2.16%
10-year1.71%3.15%
Last bull market2.22%4.22%
Last bear market-2.33%4.64%

Annual total return (%) history

Year
CHKIXCategory
2024
N/AN/A
2023
4.00%N/A
2022
-6.91%N/A
2021
0.92%N/A
2020
3.37%3.92%
2019
5.38%5.69%
2018
0.86%0.66%
2017
3.71%3.59%
2016
-0.27%-0.28%
2015
2.24%2.36%
2014
7.01%6.85%
2013
-2.46%-2.82%
2012
5.47%4.75%
2011
9.48%8.90%
2010
1.13%1.65%
2009
15.89%11.29%
2008
-5.17%-2.81%
2007
2.35%2.05%
2006
3.87%3.77%
2005
2.24%2.08%
2004
4.24%2.88%
2003
4.33%4.03%
2002
7.98%8.12%
2001
N/A4.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.25%N/AN/AN/A
20231.85%-0.66%-2.89%5.84%
2022-5.00%-2.33%-2.90%3.32%
20210.19%0.65%-0.38%0.46%
20200.23%0.71%1.43%0.96%
20192.08%1.68%1.09%0.44%
2018-1.04%0.56%-0.24%1.60%
20170.89%1.54%0.59%0.64%
20161.17%1.62%-0.19%-2.81%
20150.80%-0.57%1.20%0.80%
20142.28%1.88%1.11%1.57%
2013-0.17%-2.57%0.20%0.09%
20120.90%1.65%1.88%0.93%
20111.13%2.67%3.30%2.08%
20100.92%1.68%2.80%-4.14%
20097.30%2.77%5.89%-0.75%
2008-1.89%1.12%-5.23%0.87%
20070.51%-1.27%1.90%1.22%
2006-0.16%-0.15%3.33%0.84%
2005-0.33%2.30%-0.25%0.52%
20041.80%-1.56%3.25%0.74%
20031.30%2.11%-0.12%0.98%
20020.94%2.88%3.77%0.19%
2001-0.30%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month55
3-month45
1-year59
3-year47
5-year52

Load adjusted returns

1-year1.85%
3-year-0.92%
5-year0.79%
10-year1.71%