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Aquila Opportunity Growth C (ATGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.36+0.30 (+1.15%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.44%
5-year average return7.35%
Number of years up19
Number of years down8
Best 1-yr total return (24 Apr 2024)36.24%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return36.24%
Worst 3-yr total return2.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATGCXCategory
YTD8.44%17.04%
1-month4.59%-0.01%
3-month8.44%5.47%
1-year18.74%50.44%
3-year5.06%13.15%
5-year8.69%13.75%
10-year8.04%11.35%
Last bull market36.61%25.95%
Last bear market-15.34%-22.55%

Annual total return (%) history

Year
ATGCXCategory
2024
N/AN/A
2023
11.53%N/A
2022
-15.81%N/A
2021
20.65%N/A
2020
6.66%12.39%
2019
34.51%26.21%
2018
-11.96%-11.15%
2017
15.53%15.93%
2016
5.09%14.14%
2015
3.45%-4.75%
2014
14.96%7.80%
2013
36.24%34.10%
2012
23.16%16.15%
2011
-4.70%-3.81%
2010
15.19%22.52%
2009
29.67%37.39%
2008
-41.53%-39.18%
2007
-2.08%4.85%
2006
10.71%14.03%
2005
4.68%9.25%
2004
11.20%16.30%
2003
39.50%36.28%
2002
-16.00%-16.55%
2001
6.86%-3.12%
2000
-1.23%6.36%
1999
19.63%20.92%
1998
-6.07%10.36%
1997
22.18%25.92%
1996
N/A19.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20231.86%3.69%-5.94%12.28%
2022-5.43%-15.34%-0.44%5.62%
20215.96%5.58%-0.34%8.21%
2020-25.38%15.12%6.84%16.23%
201916.22%6.78%1.34%6.95%
2018-1.92%1.15%5.78%-16.11%
20175.12%3.25%3.10%3.24%
20160.08%3.16%2.30%-0.50%
20157.84%0.30%-6.75%2.57%
20143.44%7.12%-0.08%3.83%
201314.44%1.93%7.26%8.90%
201212.27%-1.38%7.25%3.71%
20117.73%-0.78%-18.78%9.78%
20101.40%-7.06%8.57%12.58%
2009-11.86%20.14%16.11%5.46%
2008-9.95%-3.55%-10.13%-25.09%
20070.10%5.21%2.40%-9.20%
20068.35%-4.93%0.99%6.42%
2005-4.18%3.13%4.77%1.10%
20044.44%-0.20%-3.28%10.31%
2003-4.07%16.84%9.57%13.59%
20020.99%-7.65%-16.94%8.44%
2001-5.71%10.84%-11.33%15.32%
200010.75%-3.56%0.62%-8.10%
19990.97%14.74%-0.99%4.30%
19986.86%-6.68%-11.84%6.84%
1997-2.06%9.55%13.42%0.40%
1996-0.40%5.43%N/AN/A

Rank in category (by total return)

YTD61
1-month46
3-month61
1-year77
3-year73
5-year87

Load adjusted returns

1-year17.74%
3-year5.06%
5-year8.69%
10-year8.04%