Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATIPX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS I) | NA | 8.68% | 3.14% | 3.86% | 3.67% | 4.57% | NA | … | … |
Data as of 11/25/2024, Common starting date is 07/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATIPX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS I) | 07/03/2006 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 8.68 | 3.14 | 3.86 | 3.67 | 4.57 | NA | … | … | 5.02 | 8.90 | -5.68 | 3.37 | 7.77 | 7.08 | -1.31 | 5.07 | 5.24 | 3.33 | 1.97 | 4.63 | 7.49 | 5.22 | 8.97 | 25.97 | -15.57 | 4.06 | 3.59 |
| Sharpe Ratio | NA | 1.82 | 0.04 | 0.45 | 0.65 | NA | NA | … | … | 0.73 | 1.30 | -1.21 | 1.65 | 1.05 | 3.22 | -1.17 | 1.93 | 1.84 | 1.45 | 0.71 | 1.68 | 3.44 | 1.55 | 2.96 | 5.21 | -2.14 | 0.29 | 2.10 |
| Standard Deviation(%) | NA | 2.75 | 4.43 | 4.76 | 3.76 | NA | NA | … | … | 2.62 | 4.07 | 5.92 | 2.03 | 7.11 | 1.74 | 2.31 | 2.30 | 2.74 | 2.28 | 2.76 | 2.74 | 2.18 | 3.35 | 3.00 | 4.96 | 7.71 | 3.21 | 1.82 |
| Draw Down(%) | NA | 1.35 | 10.13 | 11.42 | 11.42 | NA | NA | … | … | 1.35 | 3.36 | 10.13 | 1.68 | 11.42 | 0.48 | 2.46 | 1.98 | 1.81 | 1.73 | 3.46 | 4.31 | 1.44 | 3.45 | 3.17 | 3.98 | 22.26 | 4.56 | 0.50 |
| Yield(%) | 0.00 | 4.72 | 4.20 | 4.14 | 4.01 | 4.86 | 4.30 | … | … | 3.81 | 4.55 | 3.71 | 4.36 | 3.86 | 3.68 | 3.73 | 4.41 | 3.50 | 3.42 | 6.01 | 6.21 | 8.01 | 6.42 | 8.28 | 8.50 | 6.66 | 6.55 | 2.26 |
Data as of 11/25/2024, Common starting date is 07/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIPX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS I) |
0.50%
Sep 2019 – Sep 2022 |
1.29%
Sep 2017 – Sep 2022 |
2.79%
Sep 2012 – Sep 2022 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATIPX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS I) |
14.51%
Nov 2008 – Nov 2011 |
11.28%
Nov 2008 – Nov 2013 |
7.09%
Nov 2008 – Nov 2018 |
5.88%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart