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Aquila High Income Fund Class C: (MF: ATPCX)

(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET

$8.20 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 2.28 76
3 months 1.23 54
6 months 2.28 76
1 Year 7.50 93
3 Year 1.36 57
5 Year 2.96 64
10 Year 2.51 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -11.86
Bull Market (2/09 - 3/21) 84.44

Load Adjusted Returns as of Jun 30, 2024

1 Year 6.43
5 Year 2.96
10 Year 2.51
Since Inception 3.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 1.04 1.23 NA NA
2023 2.03 0.78 0.32 4.76
2022 -3.24 -7.37 0.35 4.24
2021 0.61 1.50 0.39 0.10
2020 -4.71 4.44 3.91 3.46
2019 3.30 1.20 1.08 0.59

Annual Return

20242023202220212020201920182017201620152014
% Total Return 2.288.07-6.242.627.006.31-2.014.333.962.740.14
% Total Return Rel to Index -0.29-5.374.93-2.65-0.12-8.000.06-3.17-13.177.18-2.32
% Total Return Rel to Peer -0.57-3.332.75-1.962.17-5.380.52-1.15-7.726.71-0.39
% Perf Quintile vs Peer* 0.005.002.005.001.005.002.005.005.001.004.00
% Dividends 0.170.290.260.270.260.230.250.300.180.240.25
% Yield 2.043.903.233.022.912.723.073.432.122.852.88
Capital Gains ($) 0.000.000.000.040.000.000.000.010.000.000.09
Expense Ratio 0.002.002.001.982.011.991.941.921.911.941.94

* 1 = Top 20%, 5 = Bottom 20%