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Aquila Churchill Tax Free Fund of Kentucky Class I (CHKIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.920.00 (0.00%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return0.50%
5-Year Average Return2.49%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)15.89%
Worst 1 Yr Total Return (Feb. 3, 2019)-5.17%
Best 3-Yr Total Return15.89%
Worst 3-Yr Total Return0.27%

Trailing Returns (%) Vs. Benchmarks

ReturnCHKIXCategory
YTD1.12%0.46%
1-Month-0.04%0.14%
3-Month-0.10%1.06%
1-Year2.18%2.50%
3-Year3.76%3.78%
5-Year2.59%2.16%
10-Year2.82%3.15%
Last Bull Market4.13%4.22%
Last Bear Market4.32%4.64%

Annual Total Return (%) History

Year
CHKIXCategory
2021
N/AN/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
20210.19%N/AN/AN/A
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)

YTD24
1-Month75
3-Month92
1-Year20
3-Year66
5-Year45

Load Adjusted Returns

1-Year3.27%
3-Year3.65%
5-Year2.20%
10-Year3.12%