Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATPAX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS A) | 0.38% | 5.07% | 6.03% | 3.24% | 3.90% | 4.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATPAX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS A) | 06/20/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 5.07 | 6.03 | 3.24 | 3.90 | 4.05 | NA | … | … | 0.38 | 6.95 | 4.96 | 8.96 | -5.49 | 3.06 | 7.72 | 7.16 | -1.24 | 4.24 | 5.22 | 3.27 | 2.24 | 4.66 | 7.41 | 5.20 | 9.06 | 25.79 | -15.72 | 3.98 | 3.94 |
| Sharpe Ratio | NA | 1.14 | 1.02 | 0.20 | 0.60 | NA | NA | … | … | -0.29 | 1.30 | 0.50 | 1.33 | -1.16 | 1.45 | 1.05 | 3.29 | -1.13 | 1.55 | 1.83 | 1.38 | 0.79 | 1.67 | 3.39 | 1.57 | 2.92 | 5.31 | -2.16 | 0.26 | 2.24 |
| Standard Deviation(%) | NA | 2.87 | 3.19 | 3.91 | 3.84 | NA | NA | … | … | 3.39 | 3.14 | 2.70 | 4.01 | 5.96 | 2.09 | 7.10 | 1.73 | 2.34 | 2.33 | 2.73 | 2.35 | 2.82 | 2.77 | 2.19 | 3.29 | 3.07 | 4.84 | 7.70 | 3.23 | 1.78 |
| Draw Down(%) | NA | 2.07 | 2.71 | 10.31 | 11.42 | NA | NA | … | … | 2.07 | 2.71 | 1.61 | 3.24 | 10.09 | 1.44 | 11.42 | 0.48 | 2.39 | 1.98 | 1.81 | 1.72 | 3.44 | 4.20 | 1.44 | 3.36 | 3.17 | 3.98 | 22.41 | 4.56 | 0.60 |
| Yield(%) | 0.00 | 5.09 | 4.99 | 4.23 | 4.19 | 4.47 | 4.64 | … | … | 1.82 | 5.51 | 4.49 | 4.59 | 3.78 | 3.94 | 3.95 | 3.76 | 3.80 | 4.51 | 3.60 | 3.48 | 6.05 | 6.23 | 8.04 | 6.40 | 8.25 | 8.31 | 6.60 | 6.48 | 2.70 |
Data as of 06/03/2026, Common starting date is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATPAX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS A) |
0.46%
Sep 2019 – Sep 2022 |
1.30%
Sep 2017 – Sep 2022 |
2.73%
Sep 2012 – Sep 2022 |
3.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATPAX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS A) |
14.42%
Nov 2008 – Nov 2011 |
11.22%
Nov 2008 – Nov 2013 |
7.02%
Nov 2008 – Nov 2018 |
5.82%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart