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Aquila High Income Fund (ATPYX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in income-producing securities. Its portfolio will typically include a high proportion, perhaps even 100%, of high-yield/high-risk securities rated below investment grade. The bonds the fund purchases can be of any maturity but the average effective weighted maturity of the fund's portfolio will normally be within one year of the average maturity of the Bloomberg US Corporate High Yield Total Return Index Value Unhedged.

Sharpe ratio is not yet available for ATPYX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Aquila High Income Fund's Sharpe Ratio with other mutual funds in the High Yield Bonds category across multiple time periods, showing how ATPYX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CCLFXCliffwater Corporate Lending Fund8.39
XILSXPioneer ILS Interval Fund7.96
RPHIXRiverPark Short Term High Yield Fund5.07
CWFIXChartwell Short Duration High Yield Fund3.39
SHYPXAmerican Beacon SiM High Yld Opps Fund3.17
SHOYXAmerican Beacon SiM High Yield Opportunities Fund Class Y3.17
PSHNXPenn Capital Short Duration High Income Fund3.11
SCFIXShenkman Capital Short Duration High Income Fund3.01
PRFRXT. Rowe Price Floating Rate Fund2.98
PYHRXPayden High Income Fund2.95
ATPYXAquila High Income Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows ATPYX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when ATPYX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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