Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Saturday, December 5, 2009, 6:44AM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Aquila Three Peaks High Income I (ATIPX)On Dec 4: 8.92  Up 0.01 (0.11%)  
MORE ON ATIPX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:22.71%
5-Year Average Return:N/A
Number of Years Up:1
Number of Years Down:1
Best 1-Yr Total Return (2007):4.08%
Worst 1-Yr Total Return (2008):-15.58%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnATIPXCategoryDiffIndex*Diff
Year To Date22.7140.95-18.246.2416.47
1-Month0.941.53-0.590.490.45
3-Month3.078.19-5.122.600.47
1-Year24.9135.58-10.6713.7911.12
3-Year3.132.610.526.35-3.22
5-YearN/A4.05N/A5.05N/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)13.1834.85-21.677.066.12
Last Bear Market ( 31-Aug-08 to 31-Aug-09)0.280.91-0.637.94-7.66
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearATIPXCategoryDiff
2009N/AN/AN/A
2008
 
-15.58-26.4110.83
2007
 
4.081.472.61
2006N/A10.14N/A
2005N/A2.59N/A
2004N/A9.99N/A
2003N/A24.36N/A
2002N/A-1.52N/A
2001N/A2.39N/A
2000N/A-7.12N/A
1999N/A5.05N/A
PAST QUARTERLY RETURNS (%) FOR ATIPX 
Q1Q2Q3Q4
20098.255.526.42N/A
2008-2.432.34-4.47-11.50
20072.380.221.260.18
2006N/AN/A1.892.56
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date52554795.98
1-Month53057791.85
3-Month56157397.91
6-Month54155397.83
1-Year42254677.29
3-Year19447141.19
5-Year401N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder