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Aquila Opportunity Growth Y (ATGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.64-0.25 (-0.51%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return8.45%
Number of years up19
Number of years down8
Best 1-yr total return (16 Apr 2024)37.61%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return37.61%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnATGYXCategory
YTD8.72%17.04%
1-month4.66%-0.01%
3-month8.72%5.47%
1-year19.95%50.44%
3-year6.12%13.15%
5-year9.78%13.75%
10-year9.13%11.35%
Last bull market37.73%25.95%
Last bear market-15.13%-22.55%

Annual total return (%) history

Year
ATGYXCategory
2024
N/AN/A
2023
12.67%N/A
2022
-14.98%N/A
2021
21.88%N/A
2020
7.71%12.39%
2019
35.90%26.21%
2018
-11.09%-11.15%
2017
16.71%15.93%
2016
6.14%14.14%
2015
4.54%-4.75%
2014
16.15%7.80%
2013
37.61%34.10%
2012
24.55%16.15%
2011
-3.72%-3.81%
2010
16.39%22.52%
2009
30.94%37.39%
2008
-40.90%-39.18%
2007
-1.07%4.85%
2006
11.80%14.03%
2005
5.73%9.25%
2004
12.36%16.30%
2003
40.90%36.28%
2002
-15.20%-16.55%
2001
7.97%-3.12%
2000
-0.25%6.36%
1999
20.78%20.92%
1998
-5.08%10.36%
1997
22.98%25.92%
1996
N/A19.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.72%N/AN/AN/A
20232.13%3.93%-5.70%12.57%
2022-5.20%-15.13%-0.19%5.87%
20216.23%5.85%-0.09%8.49%
2020-25.22%15.40%7.11%16.53%
201916.53%7.04%1.60%7.24%
2018-1.66%1.40%6.04%-15.92%
20175.39%3.51%3.36%3.51%
20160.32%3.41%2.58%-0.26%
20158.10%0.58%-6.53%2.86%
20143.68%7.43%0.18%4.09%
201314.70%2.23%7.49%9.18%
201212.60%-1.07%7.49%4.02%
20118.00%-0.54%-18.60%10.11%
20101.68%-6.84%8.85%12.87%
2009-11.64%20.41%16.38%5.75%
2008-9.73%-3.30%-9.86%-24.90%
20070.33%5.46%2.67%-8.93%
20068.58%-4.68%1.25%6.69%
2005-3.97%3.40%5.06%1.35%
20044.70%0.08%-3.02%10.57%
2003-3.84%17.19%9.83%13.85%
20021.23%-7.41%-16.77%8.71%
2001-5.45%11.11%-11.10%15.61%
200011.06%-3.32%0.84%-7.87%
19991.19%15.10%-0.77%4.50%
19987.71%-6.89%-11.58%7.06%
1997-1.79%9.80%13.11%0.83%
1996-0.47%5.49%N/AN/A

Rank in category (by total return)

YTD56
1-month44
3-month56
1-year72
3-year59
5-year76

Load adjusted returns

1-year19.95%
3-year6.12%
5-year9.78%
10-year9.13%