Aquila Tax Free Trust Fund Quote
| ORTFX Fund | USD 10.23 0.01 0.1% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Aquila Tax-free is trading at 10.23 as of the 31st of January 2025; that is 0.1% up since the beginning of the trading day. The fund's open price was 10.22. Aquila Tax-free has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st 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 Oregon income taxes. The fund is non-diversified. More on Aquila Tax Free Trust
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 (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of July 2022 |
| Fiscal Year End | March |
Aquila Tax Free Trust [ORTFX] is traded in USA and was established 31st of January 2025. Aquila Tax-free 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 now has accumulated 463.09 M in assets with no minimum investment requirementsAquila Tax Free is currently producing year-to-date (YTD) return of 0.03% with the current yeild of 0.01%, while the total return for the last 3 years was -0.51%.
Check Aquila Tax-free Probability Of Bankruptcy
Instrument Allocation
Aquila Tax Free Risk Profiles
| Mean Deviation | 0.1488 | |||
| Semi Deviation | 0.1665 | |||
| Standard Deviation | 0.2204 | |||
| Variance | 0.0486 |
Aquila Tax-free Against Markets
Other Information on Investing in Aquila Mutual Fund
Aquila Tax-free 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-free security.
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