Aquila High Income Fund (ATPYX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATPYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATPYX
ATPYX charges 0.98% annually. There are 126 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | ATPYX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | ATPYX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | ATPYX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | ATPYX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | ATPYX vs CRDOX |
Best Risk-Adjusted Alternatives to ATPYX
Among 193 mutual funds in the High Yield Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | ATPYX vs XILSX | |
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | ATPYX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | ATPYX vs RPHIX | |
| Intrepid Income Fund | 97 | — | Aug 2010 | ATPYX vs ICMUX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | ATPYX vs PSHNX |
Top Performing ATPYX Alternatives (YTD)
Among 193 mutual funds in the High Yield Bonds category with YTD return data, the top-performing alternatives shown here go as high as 10.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 10.04% | — | Dec 2014 | ATPYX vs XILSX | |
| Fairholme Focused Income Fund | 9.48% | — | Dec 2009 | ATPYX vs FOCIX | |
| Fidelity Capital & Income Fund | 5.47% | — | Nov 1977 | ATPYX vs FAGIX | |
| Nuveen Global High Income Fund | 5.11% | — | Nov 2014 | ATPYX vs JGH | |
| Fidelity Advisor High Income Advantage Fund Class ... | 4.93% | — | Oct 2018 | ATPYX vs FIQTX |
Lowest Volatility Alternatives to ATPYX
ATPYX has 2.40% 1-year volatility. There are 17 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.83% | — | Sep 2010 | ATPYX vs RPHIX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | ATPYX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | ATPYX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | ATPYX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.77% | — | Aug 2002 | ATPYX vs OSTIX |
Lowest Drawdown Alternatives to ATPYX
Among 193 mutual funds in the High Yield Bonds category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.10% | — | Dec 2014 | ATPYX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | ATPYX vs RPHIX | |
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | ATPYX vs CCLFX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | ATPYX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | ATPYX vs SCFIX |
Other Mutual Funds from Aquila
The 6 most viewed Aquila mutual funds shown here include ATGAX, UTAHX, COTFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | ATPYX vs ATGAX | |
| Aquila Tax-Free Fund For Utah | Municipal Bonds | 78 | 0.65% | — | Jul 1992 | ATPYX vs UTAHX | |
| Aquila Tax-Free Fund of Colorado | Municipal Bonds | 69 | 0.31% | — | May 1987 | ATPYX vs COTFX | |
| Hawaiian Tax Free Trust | Municipal Bonds | 71 | 0.08% | — | Feb 1985 | ATPYX vs HULAX | |
| Aquila Tax Free Trust of Arizona Fund | Municipal Bonds | 68 | 0.21% | — | Mar 1986 | ATPYX vs AZTFX | |
| Aquila Tax-Free Trust of Oregon | Municipal Bonds | 70 | 0.18% | — | Jun 1986 | ATPYX vs ORTFX |
Often Compared With ATPYX
Investors most often compare ATPYX with CPMPX, SHOYX, FAHCX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Changing Parameters Fund | High Yield Bonds | 80 | 0.85% | — | Oct 2006 | ATPYX vs CPMPX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 1.93% | — | Feb 2011 | ATPYX vs SHOYX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 71 | 4.88% | — | Jul 1995 | ATPYX vs FAHCX | |
| T. Rowe Price Credit Opportunities Fund | High Yield Bonds | 77 | 1.69% | — | Apr 2014 | ATPYX vs PRCPX | |
| T. Rowe Price Floating Rate Fund - Investor Class | High Yield Bonds | 90 | 1.84% | — | Jul 2011 | ATPYX vs PRFRX | |
| T. Rowe Price High Yield Fund | High Yield Bonds | 67 | 1.10% | — | Dec 1984 | ATPYX vs PRHYX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.75% | — | Feb 2011 | ATPYX vs SHYPX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 69 | 2.32% | — | Sep 2013 | ATPYX vs RSIIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 67 | 4.77% | — | Jan 1987 | ATPYX vs FAHYX | |
| Fidelity Series High Income Fund | High Yield Bonds | 95 | 2.61% | — | Mar 2011 | ATPYX vs FSHNX |
Compare ATPYX with Any Fund or Stock
Compare ATPYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATPYX with funds that move differently
Aquila High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATPYX.
Explore ATPYX Diversifiers