Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATPCX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS C) | NA | 7.93% | 2.24% | 3.05% | 2.79% | 3.71% | NA | … | … |
Data as of 11/25/2024, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATPCX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS C) | 06/20/2006 | 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 | 7.93 | 2.24 | 3.05 | 2.79 | 3.71 | NA | … | … | 4.43 | 8.09 | -6.24 | 2.13 | 7.00 | 6.31 | -2.06 | 3.29 | 4.51 | 2.53 | 1.43 | 3.82 | 6.57 | 4.37 | 8.25 | 24.82 | -16.40 | 3.17 | 3.46 |
| Sharpe Ratio | NA | 1.60 | -0.16 | 0.28 | 0.42 | NA | NA | … | … | 0.50 | 1.16 | -1.31 | 1.05 | 0.95 | 2.99 | -1.62 | 1.21 | 1.63 | 1.13 | 0.52 | 1.41 | 3.23 | 1.37 | 2.75 | 5.13 | -2.26 | 0.01 | 1.95 |
| Standard Deviation(%) | NA | 2.66 | 4.31 | 4.68 | 3.67 | NA | NA | … | … | 2.52 | 3.85 | 5.85 | 2.01 | 7.08 | 1.62 | 2.13 | 2.18 | 2.63 | 2.21 | 2.73 | 2.67 | 2.03 | 3.17 | 2.96 | 4.81 | 7.65 | 3.09 | 1.57 |
| Draw Down(%) | NA | 1.23 | 10.83 | 11.47 | 11.47 | NA | NA | … | … | 1.23 | 3.24 | 10.55 | 1.57 | 11.47 | 0.48 | 3.12 | 1.98 | 1.86 | 1.79 | 3.66 | 4.27 | 1.51 | 3.49 | 3.17 | 4.04 | 22.74 | 4.63 | 0.70 |
| Yield(%) | 0.00 | 4.01 | 3.37 | 3.33 | 3.28 | 4.11 | 3.68 | … | … | 3.25 | 3.79 | 3.05 | 3.14 | 3.13 | 2.93 | 3.00 | 3.70 | 2.79 | 2.76 | 5.25 | 5.42 | 7.24 | 5.61 | 7.49 | 7.44 | 5.86 | 5.69 | 2.32 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| ATPCX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS C) |
-0.38%
Sep 2019 – Sep 2022 |
0.46%
Sep 2017 – Sep 2022 |
1.91%
Sep 2012 – Sep 2022 |
2.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATPCX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS C) |
13.55%
Nov 2008 – Nov 2011 |
10.35%
Nov 2008 – Nov 2013 |
6.18%
Nov 2008 – Nov 2018 |
4.99%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart