Nasdaq - Delayed Quote USD
Macquarie Tax-Free Oregon A (FTORX)
11.47
-0.21
(-1.80%)
At close: 8:01:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.86% |
| 5y Average Return | 0.11% |
| Number of Years Up | 26 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 9, 2025) | 11.23% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 11.23% |
| Worst 3Y Total Return | -1.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FTORX
Category
- YTD
- -1.11%
- 1.36%
- 1-Month
- -2.37%
- 0.33%
- 3-Month
- -1.11%
- 1.72%
- 1-Year
- 1.05%
- 4.41%
- 3-Year
- 0.75%
- 4.39%
- 5-Year
- 1.06%
- 2.56%
- 10-Year
- 1.52%
- 3.72%
- Last Bull Market
- 5.23%
- 5.39%
- Last Bear Market
- -3.91%
- 6.43%
Annual Total Return (%) History
Year
FTORX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.11% | -- | -- | -- |
| 2024 | 0.41% | 0.83% | 2.79% | -1.40% |
| 2023 | 2.11% | 0.21% | -5.20% | 9.54% |
| 2022 | -4.95% | -3.91% | -4.68% | 3.54% |
| 2021 | 0.12% | 1.79% | -0.13% | 1.03% |
| 2020 | -0.74% | 2.71% | 0.84% | 1.83% |
| 2019 | 2.22% | 1.78% | 1.34% | 0.34% |
| 2018 | -1.21% | 0.49% | -0.62% | 1.31% |
| 2017 | 0.83% | 1.43% | 0.63% | 0.76% |
| 2016 | 1.46% | 2.62% | -0.85% | -3.10% |
| 2015 | 1.02% | -1.15% | 1.34% | 1.18% |
| 2014 | 3.53% | 2.62% | 1.62% | 1.03% |
| 2013 | 0.07% | -3.90% | -1.61% | 0.31% |
| 2012 | 2.09% | 1.87% | 2.63% | -0.21% |
| 2011 | 0.41% | 4.16% | 4.04% | 2.23% |
| 2010 | 0.98% | 1.44% | 4.21% | -5.78% |
| 2009 | 4.58% | 2.28% | 7.52% | -1.82% |
| 2008 | -0.96% | 1.15% | -4.40% | 3.10% |
| 2007 | 0.39% | -0.70% | 1.64% | 1.29% |
| 2006 | 0.31% | -0.47% | 3.16% | 1.03% |
| 2005 | -0.34% | 2.54% | -0.46% | 0.80% |
| 2004 | 1.02% | -2.27% | 3.17% | 0.90% |
| 2003 | 1.13% | 3.02% | -0.55% | 0.98% |
| 2002 | 1.10% | 3.95% | 5.24% | -0.50% |
| 2001 | 1.01% | 0.34% | 3.03% | -1.10% |
| 2000 | 1.96% | 1.62% | 2.41% | 4.25% |
| 1999 | 0.26% | -2.46% | 0.04% | 0.23% |
| 1998 | 0.31% | 1.82% | 3.33% | 0.73% |
| 1997 | -0.15% | 3.35% | 3.26% | 3.18% |
| 1996 | -1.75% | 0.84% | 1.56% | 3.06% |
| 1995 | 7.61% | 1.53% | 3.18% | 4.63% |
| 1994 | -6.86% | 0.84% | -0.10% | -0.50% |
| 1993 | 4.06% | 2.89% | 3.78% | 1.81% |
| 1992 | 1.38% | 2.37% | -- | -- |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 99 |
| 3-Month | 94 |
| 1-Year | 59 |
| 3-Year | 54 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | -3.49% |
| 3-Year | -0.79% |
| 5-Year | 0.13% |
| 10-Year | 1.06% |
Performance & Risk
| YTD Return | -5.86% |
| 5y Average Return | 0.11% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni Single State Long |
| Fund Family | Macquarie |
| Net Assets | 51.74M |
| YTD Return | -1.11% |
| Yield | 3.42% |
| Morningstar Rating | |
| Inception Date | May 01, 2013 |
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in municipal securities that pay interest that is exempt from federal income tax, including the federal alternative minimum tax, and any applicable state income tax for individual residents of the state of Oregon (80% policy).
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