Nasdaq - Delayed Quote • USD
Aquila Tax-Free Fund For Utah A (UTAHX)
At close: 8:01 PM EDT
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Utah state individual and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the fund's weighted average maturity has traditionally been between 5 and 15 years. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.50% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 26 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -1.04% |
| 5y Average Return | 0.63% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| UTAHX | Category Average | UTAHX | Category Average | UTAHX | Category Average | |
| Alpha | -1.25 | -0 | -1.01 | -0.01 | -0.44 | -0.01 |
| BETA | 0.81 | 0.01 | 0.79 | 0.01 | 0.81 | 0.01 |
| Mean Annual Return | -0.07 | 0 | 0.07 | 0 | 0.17 | 0 |
| R-squared | 98.93 | 0.93 | 97.96 | 0.94 | 97.45 | 0.93 |
| Standard Deviation | 6.03 | 0.03 | 5.14 | 0.03 | 4.12 | 0.03 |
| Sharpe Ratio | -0.63 | 0.01 | -0.25 | 0 | 0.14 | 0.01 |
| Treynor Ratio | -4.88 | 0.03 | -1.82 | 0.01 | 0.64 | 0.03 |
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