Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATPYX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS Y) | 0.59% | 5.26% | 5.80% | 3.21% | 4.07% | 4.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATPYX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS Y) | 06/16/2006 | 06/04/2026 |
| 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 (%) | 0.00 | 5.26 | 5.80 | 3.21 | 4.07 | 4.24 | NA | … | … | 0.59 | 7.14 | 4.20 | 8.83 | -5.28 | 3.26 | 7.81 | 7.37 | -1.06 | 5.50 | 5.57 | 3.46 | 2.31 | 4.86 | 7.73 | 5.41 | 9.24 | 26.16 | -15.55 | 4.15 | 3.41 |
| Sharpe Ratio | NA | 1.19 | 0.93 | 0.19 | 0.64 | NA | NA | … | … | -0.22 | 1.33 | 0.22 | 1.29 | -1.14 | 1.47 | 1.05 | 3.55 | -1.04 | 2.04 | 1.97 | 1.47 | 0.82 | 1.70 | 3.50 | 1.66 | 2.99 | 5.25 | -2.13 | 0.31 | 1.67 |
| Standard Deviation(%) | NA | 2.94 | 3.20 | 3.92 | 3.86 | NA | NA | … | … | 3.42 | 3.22 | 2.65 | 4.05 | 5.91 | 2.20 | 7.14 | 1.66 | 2.36 | 2.38 | 2.72 | 2.34 | 2.80 | 2.83 | 2.21 | 3.25 | 3.06 | 4.97 | 7.71 | 3.30 | 1.72 |
| Draw Down(%) | NA | 2.18 | 2.69 | 10.16 | 11.40 | NA | NA | … | … | 2.18 | 2.69 | 1.60 | 3.23 | 9.84 | 1.40 | 11.40 | 0.48 | 2.23 | 1.98 | 1.77 | 1.82 | 3.31 | 4.29 | 1.42 | 3.31 | 3.17 | 3.97 | 22.21 | 4.58 | 0.70 |
| Yield(%) | 0.00 | 5.28 | 4.72 | 4.17 | 4.24 | 4.57 | 4.73 | … | … | 1.90 | 5.70 | 3.77 | 4.33 | 3.98 | 4.15 | 4.12 | 3.96 | 3.98 | 4.71 | 3.82 | 3.68 | 6.23 | 6.42 | 8.23 | 6.60 | 8.41 | 8.64 | 6.80 | 6.64 | 2.28 |
Data as of 06/04/2026, Common starting date is 06/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATPYX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS Y) |
0.66%
Sep 2019 – Sep 2022 |
1.47%
Sep 2017 – Sep 2022 |
3.03%
Sep 2012 – Sep 2022 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATPYX (AQUILA THREE PEAKS HIGH INCOME FUND AQUILA THREE PEAKS HIGH INCOME FUND CLASS Y) |
14.67%
Nov 2008 – Nov 2011 |
11.44%
Nov 2008 – Nov 2013 |
7.34%
Nov 2008 – Nov 2018 |
6.11%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart