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Aquila Three Peaks Opportunity Growth Fund Class A (ATGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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46.23-1.33 (-2.80%)
As of 8:05AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return10.21%
5-Year Average Return8.61%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (Feb. 3, 2019)37.22%
Worst 1 Yr Total Return (Feb. 3, 2019)-41.07%
Best 3-Yr Total Return37.22%
Worst 3-Yr Total Return-13.44%

Trailing Returns (%) Vs. Benchmarks

ReturnATGAXCategory
YTD-7.76%-7.00%
1-Month-2.12%-2.67%
3-Month7.04%6.34%
1-Year-1.18%-0.46%
3-Year4.64%3.43%
5-Year6.99%7.34%
10-Year11.74%9.51%
Last Bull Market24.32%25.90%
Last Bear Market-20.95%-22.69%

Annual Total Return (%) History

Year
ATGAXCategory
2020
N/AN/A
2019
35.47%26.21%
2018
-11.34%-11.15%
2017
16.35%15.93%
2016
5.83%14.14%
2015
4.23%-4.75%
2014
15.80%7.80%
2013
37.22%34.10%
2012
24.07%16.15%
2011
-3.97%-3.81%
2010
16.08%22.52%
2009
30.62%37.39%
2008
-41.07%-39.18%
2007
-1.34%4.85%
2006
11.54%14.03%
2005
5.44%9.25%
2004
12.08%16.30%
2003
40.47%36.28%
2002
-15.36%-16.55%
2001
7.68%-3.12%
2000
-0.50%6.36%
1999
20.56%20.92%
1998
-5.31%10.36%
1997
23.01%25.92%
1996
18.68%19.23%
1995
19.68%30.17%
1994
N/A-1.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-25.27%15.31%7.04%N/A
201916.43%6.96%1.53%7.14%
2018-1.74%1.32%5.96%-15.96%
20175.30%3.45%3.27%3.43%
20160.25%3.34%2.50%-0.34%
20158.01%0.51%-6.60%2.80%
20143.60%7.33%0.12%4.02%
201314.64%2.11%7.42%9.12%
201212.47%-1.16%7.41%3.91%
20117.88%-0.56%-18.65%10.03%
20101.61%-6.90%8.80%12.79%
2009-11.72%20.37%16.28%5.71%
2008-9.77%-3.39%-9.97%-24.92%
20070.28%5.41%2.59%-9.02%
20068.52%-4.72%1.18%6.62%
2005-4.05%3.32%5.02%1.27%
20044.65%0.00%-3.11%10.53%
2003-3.95%17.14%9.72%13.79%
20021.19%-7.45%-16.86%8.70%
2001-5.55%11.05%-11.16%15.56%
200010.97%-3.43%0.84%-7.93%
19991.19%14.98%-0.82%4.48%
19987.66%-6.96%-11.66%7.01%
1997-1.93%9.76%13.64%0.56%
19966.47%6.29%-0.61%5.50%
19957.23%6.41%5.39%-0.48%
1994-1.78%N/AN/AN/A

Rank In Category (By Total Return)

YTD49
1-Month29
3-Month33
1-Year46
3-Year36
5-Year60

Load Adjusted Returns

1-Year-5.38%
3-Year3.14%
5-Year6.07%
10-Year11.26%