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Aquila High Income C (ATPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.07+0.01 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.53%
5-year average return2.78%
Number of years up14
Number of years down3
Best 1-yr total return (29 Apr 2024)24.90%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return24.90%
Worst 3-yr total return0.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATPCXCategory
YTD1.04%3.62%
1-month0.86%1.08%
3-month1.04%2.50%
1-year7.03%14.69%
3-year1.46%6.16%
5-year2.96%6.21%
10-year2.66%5.48%
Last bull market5.87%11.96%
Last bear market-7.38%-7.27%

Annual total return (%) history

Year
ATPCXCategory
2024
N/AN/A
2023
8.07%N/A
2022
-6.24%N/A
2021
2.62%N/A
2020
6.99%4.91%
2019
6.31%12.62%
2018
-2.08%-2.59%
2017
4.28%6.47%
2016
4.49%13.30%
2015
2.74%-4.01%
2014
1.44%1.11%
2013
3.81%6.90%
2012
6.55%14.67%
2011
4.37%2.83%
2010
8.73%14.24%
2009
24.90%46.70%
2008
-16.42%-26.41%
2007
3.12%1.47%
2006
N/A10.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.04%N/AN/AN/A
20232.03%0.78%0.32%4.76%
2022-3.24%-7.38%0.35%4.25%
20210.61%1.50%0.39%0.10%
2020-4.71%4.44%3.89%3.48%
20193.30%1.21%1.09%0.59%
2018-1.52%-0.22%1.22%-1.55%
20171.08%2.07%1.13%-0.06%
20161.32%0.41%2.05%0.66%
20151.93%-0.06%-0.22%1.08%
20142.17%1.21%-1.35%-0.56%
20131.43%-1.42%1.45%2.34%
20121.78%1.06%2.27%1.29%
20111.93%0.64%-1.21%2.98%
20102.48%0.24%4.38%1.39%
20098.15%5.30%6.20%3.27%
2008-2.53%2.01%-4.57%-11.91%
20072.12%0.09%0.94%-0.04%
20061.54%2.25%N/AN/A

Rank in category (by total return)

YTD86
1-month84
3-month86
1-year98
3-year70
5-year82

Load adjusted returns

1-year6.03%
3-year1.46%
5-year2.96%
10-year2.66%