UK markets close in 1 hour 14 minutes

Aquila Opportunity Growth Ins (ATRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
46.90+0.05 (+0.11%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.40%
5-year average return8.87%
Number of years up13
Number of years down5
Best 1-yr total return (19 May 2024)37.64%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return37.64%
Worst 3-yr total return3.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATRIXCategory
YTD3.78%17.04%
1-month-4.49%-0.01%
3-month6.51%5.47%
1-year16.12%50.44%
3-year2.24%13.15%
5-year7.79%13.75%
10-year8.39%11.35%
Last bull market27.59%25.95%
Last bear market-15.19%-22.55%

Annual total return (%) history

Year
ATRIXCategory
2024
N/AN/A
2023
12.44%N/A
2022
-15.19%N/A
2021
21.56%N/A
2020
7.49%12.39%
2019
35.54%26.21%
2018
-11.31%-11.15%
2017
16.44%15.93%
2016
5.95%14.14%
2015
4.47%-4.75%
2014
16.03%7.80%
2013
37.64%34.10%
2012
24.55%16.15%
2011
-3.65%-3.81%
2010
16.52%22.52%
2009
31.08%37.39%
2008
-40.92%-39.18%
2007
-0.87%4.85%
2006
11.64%14.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.66%N/AN/AN/A
20232.06%3.88%-5.73%12.49%
2022-5.26%-15.19%-0.25%5.80%
20216.14%5.79%-0.13%8.40%
2020-25.26%15.35%7.04%16.47%
201916.45%6.97%1.55%7.15%
2018-1.73%1.33%5.98%-15.95%
20175.33%3.45%3.30%3.45%
20160.26%3.39%2.53%-0.31%
20158.03%0.56%-6.51%2.87%
20143.69%7.38%0.14%4.07%
201314.73%2.19%7.51%9.20%
201212.62%-1.10%7.50%4.01%
20118.01%-0.48%-18.58%10.09%
20101.72%-6.81%8.90%12.88%
2009-11.68%20.50%16.48%5.73%
2008-9.78%-3.33%-9.90%-24.81%
20070.28%5.43%2.47%-8.49%
20068.55%-4.72%1.21%6.65%

Rank in category (by total return)

YTD32
1-month15
3-month10
1-year53
3-year65
5-year75

Load adjusted returns

1-year16.12%
3-year2.24%
5-year7.79%
10-year8.39%