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Aquila High Income Fund (ATPYX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 23, 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.

Sortino 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 Sortino 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 Jun 23, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
XILSXPioneer ILS Interval Fund81.10
CCLFXCliffwater Corporate Lending Fund19.83
RPHIXRiverPark Short Term High Yield Fund10.15
PRFRXT. Rowe Price Floating Rate Fund7.51
FIQSXFidelity Advisor Floating Rate High Income Fund Class Z6.45
FFHCXFidelity Series Floating Rate High Income Fund6.24
SHOYXAmerican Beacon SiM High Yield Opportunities Fund Class Y6.10
CWFIXChartwell Short Duration High Yield Fund5.91
SHYPXAmerican Beacon SiM High Yld Opps Fund5.91
FSFHXFidelity Advisor Short Duration High Income Fund Class I5.68
ATPYXAquila High Income Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows ATPYX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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