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Aquila High Income Y (ATPYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.06-0.01 (-0.12%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.75%
5-year average return3.83%
Number of years up14
Number of years down3
Best 1-yr total return (22 Apr 2024)26.15%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return26.15%
Worst 3-yr total return1.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATPYXCategory
YTD1.29%3.62%
1-month1.06%1.08%
3-month1.29%2.50%
1-year8.24%14.69%
3-year2.52%6.16%
5-year4.02%6.21%
10-year3.71%5.48%
Last bull market6.88%11.96%
Last bear market-7.02%-7.27%

Annual total return (%) history

Year
ATPYXCategory
2024
N/AN/A
2023
9.29%N/A
2022
-5.30%N/A
2021
3.77%N/A
2020
7.81%4.91%
2019
7.37%12.62%
2018
-1.08%-2.59%
2017
5.51%6.47%
2016
5.55%13.30%
2015
3.77%-4.01%
2014
2.34%1.11%
2013
4.85%6.90%
2012
7.73%14.67%
2011
5.41%2.83%
2010
9.81%14.24%
2009
26.15%46.70%
2008
-15.56%-26.41%
2007
4.20%1.47%
2006
N/A10.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.29%N/AN/AN/A
20232.28%1.16%0.57%5.02%
2022-3.00%-7.02%0.61%4.37%
20210.98%1.76%0.53%0.46%
2020-4.59%4.58%4.27%3.62%
20193.43%1.58%1.22%0.96%
2018-1.39%0.03%1.60%-1.30%
20171.48%2.22%1.50%0.21%
20161.58%0.81%2.16%0.90%
20152.20%0.19%0.15%1.19%
20142.32%1.58%-1.22%-0.33%
20131.68%-1.29%1.82%2.59%
20122.03%1.43%2.53%1.54%
20112.18%0.89%-0.96%3.23%
20102.74%0.49%4.64%1.65%
20098.42%5.56%6.46%3.53%
2008-2.39%2.38%-4.44%-11.58%
20072.40%0.35%1.19%0.21%
20061.85%2.59%N/AN/A

Rank in category (by total return)

YTD72
1-month62
3-month72
1-year91
3-year32
5-year34

Load adjusted returns

1-year8.24%
3-year2.52%
5-year4.02%
10-year3.71%