Aquila Tax Free Fund Quote
| COTCX Fund | USD 9.64 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Aquila Tax is trading at 9.64 as of the 18th of January 2025; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.62. Aquila Tax has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund, under normal circumstances, invests at least 80 percent of its assets in municipal bonds, whose interest is, in the opinion of bond counsel for the issuers at the time of issuance, exempt from federal and Colorado income taxes. The fund is non-diversified. More on Aquila Tax Free Fund
Moving together with Aquila Mutual Fund
Aquila Mutual Fund Highlights
| Fund Concentration | Aquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila, Large, Muni Single State Interm (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of July 2022 |
| Fiscal Year End | March |
Aquila Tax Free Fund [COTCX] is traded in USA and was established 18th of January 2025. Aquila Tax is listed under Aquila category by Fama And French industry classification. The fund is listed under Muni Single State Interm category and is part of Aquila family. This fund currently has accumulated 167.59 M in assets under management (AUM) with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 0.26% with the current yeild of 0.0%, while the total return for the last 3 years was -1.37%.
Check Aquila Tax Probability Of Bankruptcy
Instrument Allocation
Aquila Tax Free Risk Profiles
| Mean Deviation | 0.1458 | |||
| Standard Deviation | 0.2179 | |||
| Variance | 0.0475 | |||
| Risk Adjusted Performance | (0.06) |
Aquila Tax Against Markets
Other Information on Investing in Aquila Mutual Fund
Aquila Tax financial ratios help investors to determine whether Aquila Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aquila with respect to the benefits of owning Aquila Tax security.
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