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Aquila High Income A (ATPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.05+0.01 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.46%
5-year average return3.55%
Number of years up14
Number of years down3
Best 1-yr total return (24 Apr 2024)25.90%
Worst 1-yr total return (24 Apr 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
YTD1.24%3.62%
1-month0.92%1.08%
3-month1.24%2.50%
1-year7.89%14.69%
3-year2.27%6.16%
5-year3.78%6.21%
10-year3.49%5.48%
Last bull market6.58%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)

YTD74
1-month79
3-month74
1-year94
3-year39
5-year47

Load adjusted returns

1-year3.57%
3-year0.89%
5-year2.94%
10-year3.07%