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Aquila Tax-Free Fund For Utah Y (UTAYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.63+0.03 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.88%
5-year average return0.50%
Number of years up23
Number of years down4
Best 1-yr total return (4 Jun 2024)16.69%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return16.69%
Worst 3-yr total return-0.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUTAYXCategory
YTD-1.52%0.46%
1-month-0.51%0.14%
3-month-1.52%1.06%
1-year1.89%2.50%
3-year-1.53%3.78%
5-year0.38%2.16%
10-year1.81%3.15%
Last bull market6.64%4.22%
Last bear market-2.18%4.64%

Annual total return (%) history

Year
UTAYXCategory
2024
N/AN/A
2023
4.14%N/A
2022
-7.25%N/A
2021
0.64%N/A
2020
4.18%3.92%
2019
6.03%5.69%
2018
0.89%0.66%
2017
4.57%3.59%
2016
0.39%-0.28%
2015
3.23%2.36%
2014
9.28%6.85%
2013
-1.54%-2.82%
2012
7.32%4.75%
2011
10.48%8.90%
2010
3.00%1.65%
2009
16.69%11.29%
2008
-8.01%-2.81%
2007
2.51%2.05%
2006
4.97%3.77%
2005
3.58%2.08%
2004
4.56%2.88%
2003
6.09%4.03%
2002
10.33%8.12%
2001
4.14%4.37%
2000
11.54%9.62%
1999
-5.06%-2.66%
1998
5.46%5.38%
1997
9.05%7.78%
1996
N/A3.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.19%N/AN/AN/A
20231.84%-0.55%-2.83%5.82%
2022-5.65%-2.18%-2.96%3.57%
2021-0.71%1.05%-0.37%0.67%
20200.21%2.39%0.53%1.00%
20192.34%1.73%1.41%0.44%
2018-1.16%0.58%-0.21%1.69%
20171.20%1.69%0.81%0.80%
20161.64%2.49%-0.45%-3.20%
20151.27%-0.65%1.44%1.15%
20142.91%2.86%1.45%1.77%
20130.26%-2.94%0.71%0.46%
20121.56%2.13%2.48%0.96%
20110.98%3.46%3.64%2.04%
20101.39%1.98%3.09%-3.37%
20096.26%3.17%6.54%-0.10%
2008-1.38%1.23%-4.91%-3.10%
20070.66%-0.99%1.92%0.91%
20060.10%-0.30%3.95%1.18%
2005-0.22%3.10%-0.21%0.91%
20041.73%-2.34%3.91%1.29%
20031.57%3.03%0.13%1.25%
20021.27%4.16%4.89%-0.27%
20011.40%0.77%2.64%-0.70%
20003.32%1.25%2.39%4.14%
19990.71%-2.31%-1.75%-1.78%
19981.06%1.41%2.97%-0.07%
19970.04%3.12%2.76%2.87%
19962.62%2.83%N/AN/A

Rank in category (by total return)

YTD43
1-month63
3-month58
1-year46
3-year38
5-year39

Load adjusted returns

1-year1.89%
3-year-1.53%
5-year0.38%
10-year1.81%