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ORTCX

Aquila Tax-Free Trust of OR-C

$10.34 0.00 (0.00%)
Currency in USD / Last Updated: 3/27/2024
Category Muni
Market Cap 410.741M
52 Week High 10.428
52 Week Low 9.908
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Key Data
Symbol ORTCX
Type Mutual Fund
Category Muni
Price 10.34
Price Yesterday 10.34
Market Cap 410.74
YTD Return -0.84%
Expense Details
Deferred 0.01
12b-1 0.01
Front Load 0
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0155
Overview
52 Week High 10.43
52 Week Low 9.91
Market Cap 410.74M
Shares Outstanding 39.72M
Income Dividend Yield 1.14%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.14%
Returns Annualized
One Day 0.00%
Five Days -9.29%
One Months -3.31%
Three Months -2.97%
Six Months 7.46%
Nine Months 1.45%
One Year 0.37%
Three Years -1.92%
Five Years -0.30%
Ten Years 0.65%
YTD -3.50%
Since Inception 2.37%
Returns Total
One Day 0.00%
Five Days -0.19%
One Month -0.28%
Three Months -0.74%
Six Months 3.63%
Nine Months 1.09%
One Year 0.37%
Three Years -5.63%
Five Years -1.50%
Ten Years 6.63%
YTD -0.84%
Since Inception 83.20%
Yearly Returns
2024 -0.84%
2023 2.57%
2022 -7.24%
2021 -1.37%
2020 3.29%
2019 4.23%
2018 -0.29%
2017 2.06%
2016 -1.23%
2015 1.96%
Risk against SP-DA
Alpha -8.71%
Beta 0.13
Correlation 66.54%
Downside Deviation 0.95%
Coefficient of determination 44.28%
Standard Deviation 0.67%
Sharpe Ratio -14.59
Sortino -35.6
Treynor -37.07
Ulcer Index 2.16
Ulcer Performance Index -15.6

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