ATPCX
Aquila High Income-C
$8.16
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Junk Bonds |
|---|---|
| Market Cap | 79.449M |
| 52 Week High | 8.16 |
| 52 Week Low | 7.48 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | ATPCX |
|---|---|
| Type | Mutual Fund |
| Category | Junk Bonds |
| Price | 8.16 |
| Price Yesterday | 8.16 |
| Market Cap | 79.45 |
| YTD Return | 2.54% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.02 |
Overview
| 52 Week High | 8.16 |
|---|---|
| 52 Week Low | 7.48 |
| Market Cap | 79.45M |
| Shares Outstanding | 9.74M |
| Income Dividend Yield | 4.05% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.05% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 20.42% |
| One Months | 11.30% |
| Three Months | 7.24% |
| Six Months | 6.56% |
| Nine Months | 11.67% |
| One Year | 8.32% |
| Three Years | 1.25% |
| Five Years | 2.92% |
| Ten Years | 2.65% |
| YTD | 4.98% |
| Since Inception | 3.56% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.37% |
| One Month | 0.85% |
| Three Months | 1.73% |
| Six Months | 3.17% |
| Nine Months | 8.53% |
| One Year | 8.31% |
| Three Years | 3.78% |
| Five Years | 15.43% |
| Ten Years | 29.77% |
| YTD | 2.54% |
| Since Inception | 87.85% |
Yearly Returns
| 2024 | 2.54% |
|---|---|
| 2023 | 8.07% |
| 2022 | -6.24% |
| 2021 | 2.12% |
| 2020 | 7.01% |
| 2019 | 6.30% |
| 2018 | -2.09% |
| 2017 | 4.23% |
| 2016 | 4.50% |
| 2015 | 2.74% |
Risk against SP-DA
| Alpha | -2.69% |
|---|---|
| Beta | 0.24 |
| Correlation | 83.05% |
| Downside Deviation | 0.82% |
| Coefficient of determination | 68.98% |
| Standard Deviation | 0.93% |
| Sharpe Ratio | -6.3 |
| Sortino | -24.94 |
| Treynor | 12.19 |
| Ulcer Index | 0.68 |
| Ulcer Performance Index | -29.81 |