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Aquila High Income A (ATPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.120.00 (0.00%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.63%
5-year average return3.81%
Number of years up14
Number of years down3
Best 1-yr total return (6 May 2024)25.90%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return25.90%
Worst 3-yr total return1.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATPAXCategory
YTD0.80%3.62%
1-month-0.44%1.08%
3-month0.63%2.50%
1-year6.63%14.69%
3-year1.85%6.16%
5-year3.60%6.21%
10-year3.39%5.48%
Last bull market6.93%11.96%
Last bear market-7.07%-7.27%

Annual total return (%) history

Year
ATPAXCategory
2024
N/AN/A
2023
8.94%N/A
2022
-5.49%N/A
2021
3.56%N/A
2020
7.72%4.91%
2019
7.16%12.62%
2018
-1.29%-2.59%
2017
5.31%6.47%
2016
5.18%13.30%
2015
3.58%-4.01%
2014
2.25%1.11%
2013
4.64%6.90%
2012
7.40%14.67%
2011
5.20%2.83%
2010
9.60%14.24%
2009
25.90%46.70%
2008
-15.73%-26.41%
2007
3.95%1.47%
2006
N/A10.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.24%N/AN/AN/A
20232.23%0.98%0.52%4.98%
2022-3.05%-7.07%0.56%4.32%
20210.93%1.70%0.59%0.30%
2020-4.52%4.65%4.10%3.57%
20193.51%1.41%1.29%0.79%
2018-1.32%-0.02%1.43%-1.35%
20171.46%2.27%1.29%0.20%
20161.40%0.72%2.26%0.72%
20152.13%0.14%0.00%1.28%
20142.36%1.42%-1.16%-0.35%
20131.63%-1.23%1.65%2.54%
20121.98%1.26%2.48%1.49%
20112.13%0.84%-1.01%3.18%
20102.69%0.44%4.59%1.60%
20098.37%5.39%6.54%3.48%
2008-2.44%2.33%-4.48%-11.62%
20072.31%0.20%1.24%0.16%
20061.77%2.45%N/AN/A

Rank in category (by total return)

YTD47
1-month17
3-month44
1-year90
3-year35
5-year33

Load adjusted returns

1-year2.36%
3-year0.47%
5-year2.76%
10-year2.97%