Canada markets open in 4 hours 27 minutes

Aquila Opportunity Growth A (ATGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
41.60+0.43 (+1.04%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.15%
5-Year Average Return7.62%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (Apr 18, 2024)37.22%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return37.22%
Worst 3-Yr Total Return2.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnATGAXCategory
YTD8.62%17.04%
1-Month4.64%-0.01%
3-Month8.62%5.47%
1-Year19.58%50.44%
3-Year5.80%13.15%
5-Year9.45%13.75%
10-Year8.81%11.35%
Last Bull Market37.42%25.95%
Last Bear Market-15.19%-22.55%

Annual Total Return (%) History

Year
ATGAXCategory
2024
N/AN/A
2023
12.37%N/A
2022
-15.25%N/A
2021
21.52%N/A
2020
7.39%12.39%
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
20248.62%N/AN/AN/A
20232.07%3.84%-5.76%12.49%
2022-5.28%-15.19%-0.26%5.78%
20216.15%5.78%-0.17%8.41%
2020-25.27%15.31%7.04%16.43%
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)

YTD58
1-Month44
3-Month58
1-Year74
3-Year65
5-Year81

Load Adjusted Returns

1-Year14.50%
3-Year4.28%
5-Year8.51%
10-Year8.34%