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Aquila Opportunity Growth Fund Class A: (MF: ATGAX)

(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET

$43.27 USD

-0.23 (-0.53%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 6.56 90
3 months 1.40 95
6 months 2.65 87
1 Year 15.72 83
3 Year 1.81 79
5 Year 7.17 92
10 Year 7.49 85

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.82
Bear Market (10/07 - 2/09) -56.63
Bull Market (2/09 - 3/21) 619.54

Load Adjusted Returns as of Aug 31, 2024

1 Year 8.92
5 Year 6.79
10 Year 7.44
Since Inception 8.35

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 8.62 -1.39 NA NA
2023 2.07 3.84 -5.75 12.49
2022 -5.27 -15.19 -0.26 5.79
2021 6.15 5.77 -0.17 8.41
2020 -25.26 15.30 7.03 16.42
2019 16.43 6.96 1.53 7.13

Annual Return

20242023202220212020201920182017201620152014
% Total Return 6.5612.36-15.2321.527.3835.46-11.3416.345.824.2315.79
% Total Return Rel to Index -12.98-13.872.97-7.16-11.013.97-6.95-5.44-6.112.842.15
% Total Return Rel to Peer -8.28-10.634.46-0.53-12.527.04-4.48-4.33-1.995.837.59
% Perf Quintile vs Peer* 0.005.002.004.004.001.005.004.004.001.001.00
% Dividends 0.070.000.000.000.000.000.000.000.000.000.00
% Yield 0.150.160.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.003.7214.962.414.546.032.700.010.760.38
Expense Ratio 0.001.751.671.491.541.491.411.381.391.531.55

* 1 = Top 20%, 5 = Bottom 20%