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Aquila Three Peaks High Income Fund Class Institutional (ATIPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.04+0.01 (+0.12%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return2.31%
5-year average return3.29%
Number of years up12
Number of years down2
Best 1-yr total return (3 Feb 2019)25.96%
Worst 1-yr total return (3 Feb 2019)-15.58%
Best 3-yr total return25.96%
Worst 3-yr total return2.93%

Trailing returns (%) vs. Benchmarks

ReturnATIPXCategory
YTD-4.41%3.62%
1-month4.49%1.08%
3-month2.53%2.50%
1-year-3.55%14.69%
3-year2.63%6.16%
5-year2.98%6.21%
10-year3.50%5.48%
Last bull market5.84%11.96%
Last bear market-0.71%-7.27%

Annual total return (%) history

Year
ATIPXCategory
2021
N/AN/A
2020
7.77%4.91%
2019
7.08%12.62%
2018
-1.35%-2.59%
2017
5.06%6.47%
2016
5.24%13.30%
2015
3.61%-4.01%
2014
1.98%1.11%
2013
4.62%6.90%
2012
7.49%14.67%
2011
5.23%2.83%
2010
9.51%14.24%
2009
25.96%46.70%
2008
-15.58%-26.41%
2007
4.08%1.47%
2006
N/A10.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20210.80%N/AN/AN/A
2020-4.54%4.64%4.07%3.67%
20193.49%1.39%1.27%0.77%
2018-1.35%-0.04%1.40%-1.35%
20171.28%2.14%1.43%0.13%
20161.51%0.62%2.20%0.82%
20152.26%-0.00%0.08%1.25%
20142.27%1.53%-1.28%-0.53%
20131.62%-1.35%1.76%2.55%
20121.98%1.37%2.47%1.48%
20112.14%0.96%-1.00%3.07%
20102.57%0.55%4.49%1.61%
20098.25%5.52%6.42%3.61%
2008-2.43%2.34%-4.47%-11.50%
20072.38%0.22%1.26%0.18%
20061.89%2.56%N/AN/A

Rank in category (by total return)

YTD79
1-month33
3-month76
1-year89
3-year64
5-year85

Load adjusted returns

1-year6.28%
3-year5.60%
5-year4.46%
10-year4.68%