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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Aquila High Income A (ATPAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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8.12
+0.01
(+0.12%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★
Number of years up
14
Number of years down
3
Best 1-yr total return (2 May 2024)
25.90%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
ATPAX
Category average
5 years
ATPAX
Category average
10 years
ATPAX
Category average
Alpha
2.88
0.03
2.77
0.04
2.03
0.04
BETA
0.61
0.01
0.58
0
0.52
0
Mean annual return
0.17
0.01
0.31
0.01
0.29
0
R-squared
53.88
0.04
40.27
0.05
33.65
0.04
Standard deviation
6.21
0.09
5.72
0.07
4.39
0.07
Sharpe ratio
-0.17
0.01
0.27
0.01
0.44
0.01
Treynor ratio
-2.07
0.11
2.41
0.11
3.58
0.12
Data disclaimer
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