HULAX - Hawaiian Tax-Free Trust A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return2.53%
5-Year Average Return1.37%
Number of Years Up28
Number of Years Down4
Best 1 Yr Total Return (Dec 30, 2017)7.39%
Worst 1 Yr Total Return (Dec 30, 2017)-2.55%
Best 3-Yr Total Return7.39%
Worst 3-Yr Total Return1.39%

Trailing Returns (%) Vs. Benchmarks

ReturnHULAXCategory
YTD2.53%3.59%
1-Month0.44%0.83%
3-Month-0.46%0.38%
1-Year2.53%3.59%
3-Year1.39%1.96%
5-Year1.37%1.97%
10-Year2.82%3.38%
Last Bull Market3.44%4.09%
Last Bear Market3.54%4.57%

Annual Total Return (%) History

Year
HULAXCategory
2017
2.53%3.59%
2016
-0.38%-0.28%
2015
2.05%2.36%
2014
5.38%6.85%
2013
-2.55%-2.82%
2012
4.21%4.75%
2011
7.39%8.90%
2010
1.64%1.65%
2009
7.33%11.29%
2008
1.09%-2.81%
2007
2.96%2.05%
2006
3.48%3.77%
2005
1.86%2.08%
2004
3.26%2.88%
2003
4.74%4.03%
2002
8.58%8.12%
2001
4.52%4.37%
2000
9.68%9.62%
1999
-2.62%-2.66%
1998
5.66%5.38%
1997
7.63%7.78%
1996
3.89%3.39%
1995
15.37%14.83%
1994
-4.68%-4.65%
1993
10.09%10.37%
1992
8.06%8.27%
1991
10.52%10.73%
1990
5.95%6.11%
1989
9.85%10.10%
1988
8.45%10.38%
1987
1.90%-0.54%
1986
14.98%18.05%
1985
N/A18.74%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.29%1.20%0.49%-0.46%
20161.46%1.44%-0.19%-3.03%
20150.62%-0.79%1.42%0.80%
20141.81%1.73%1.01%0.73%
2013-0.13%-2.66%0.16%0.09%
20120.53%1.50%1.74%0.38%
20110.66%2.08%2.63%1.84%
20100.61%1.34%2.17%-2.43%
20093.40%0.76%3.21%-0.19%
20080.10%0.20%-1.38%2.20%
20070.56%-0.57%1.67%1.29%
2006-0.20%-0.09%2.98%0.79%
2005-0.54%2.18%-0.26%0.49%
20041.24%-1.87%3.28%0.64%
20031.14%2.21%0.15%1.17%
20021.10%3.42%3.76%0.09%
20011.98%0.73%2.30%-0.54%
20002.64%0.48%2.27%3.99%
19990.51%-1.67%-0.52%-0.94%
19981.04%1.19%2.68%0.65%
1997-0.57%3.12%2.55%2.36%
1996-1.31%0.53%2.28%2.38%
19956.29%2.28%2.42%3.63%
1994-4.19%0.49%0.85%-1.82%
19933.40%2.43%2.91%1.01%
19920.62%3.12%2.46%1.64%
19911.91%2.00%3.24%2.98%
19900.32%1.81%0.11%3.63%
19891.28%4.89%0.00%3.40%
19882.44%1.47%2.63%1.66%
19872.15%-2.84%-2.44%5.24%
19867.82%-1.17%4.13%3.63%
19858.12%-1.53%8.66%N/A

Rank In Category (By Total Return)

YTD87
1-Month100
3-Month98
1-Year87
3-Year82
5-Year82

Load Adjusted Returns

1-Year-1.57%
3-Year0.02%
5-Year0.55%
10-Year2.41%