Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATGCX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS C) | NA | 24.96% | -7.81% | -5.29% | 1.01% | 6.16% | 3.70% | … | … |
Data as of 11/25/2024, Common starting date is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATGCX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS C) | 12/24/1996 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.96 | 24.96 | -7.81 | -5.29 | 1.01 | 6.16 | 3.70 | … | … | 14.61 | 11.53 | -27.35 | -20.33 | 0.26 | 34.58 | -11.96 | 15.53 | 5.09 | 3.45 | 14.96 | 36.24 | 23.16 | -4.70 | 15.39 | 29.67 | -41.53 | -2.08 | 10.71 | 4.68 | 11.20 | 39.50 | -16.00 | 6.86 | -1.23 | 19.63 | -6.07 | 18.05 | 1.26 |
| Sharpe Ratio | NA | 1.13 | -0.51 | -0.27 | -0.03 | NA | NA | … | … | 0.60 | 0.50 | -0.96 | -0.58 | 0.00 | 2.81 | -0.82 | 1.88 | 0.38 | 0.24 | 1.14 | 2.91 | 1.61 | -0.17 | 0.71 | 0.91 | -0.99 | -0.32 | 0.60 | 0.21 | 0.81 | 2.32 | -0.77 | 0.24 | -0.27 | 1.21 | -0.64 | 1.25 | 18.36 |
| Standard Deviation(%) | NA | 15.82 | 24.81 | 28.15 | 21.93 | NA | NA | … | … | 15.61 | 14.60 | 30.16 | 35.20 | 37.06 | 11.80 | 16.20 | 7.97 | 12.75 | 14.37 | 13.15 | 12.45 | 14.49 | 27.52 | 21.53 | 32.56 | 42.88 | 15.72 | 12.39 | 11.94 | 12.73 | 16.75 | 22.11 | 19.50 | 19.90 | 13.53 | 14.76 | 11.60 | 6.32 |
| Draw Down(%) | NA | 12.72 | 43.70 | 53.51 | 53.51 | NA | NA | … | … | 12.72 | 12.41 | 28.72 | 35.76 | 40.47 | 5.18 | 21.95 | 4.39 | 11.00 | 11.34 | 11.30 | 5.48 | 10.62 | 25.55 | 16.08 | 29.86 | 55.71 | 13.31 | 11.43 | 9.23 | 12.28 | 12.61 | 28.65 | 18.11 | 19.05 | 9.25 | 25.84 | 9.50 | 0.13 |
| Yield(%) | 0.00 | 0.31 | 0.07 | 2.17 | 3.85 | 6.05 | 3.96 | … | … | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 14.13 | 13.90 | 6.74 | 0.02 | 2.06 | 1.17 | 1.88 | 1.19 | 10.99 | 0.19 | 0.00 | 1.23 | 5.60 | 1.36 | 0.00 | 0.00 | 0.00 | 0.00 | 1.05 | 1.02 | 1.48 | 0.99 | 0.00 | 3.45 |
Data as of 11/25/2024, Common starting date is 12/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGCX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS C) |
-20.76%
Feb 2006 – Feb 2009 |
-10.21%
Feb 2004 – Feb 2009 |
-1.04%
Feb 1999 – Feb 2009 |
2.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGCX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS C) |
26.82%
Sep 2011 – Sep 2014 |
25.04%
Feb 2009 – Feb 2014 |
15.63%
Feb 2009 – Feb 2019 |
9.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart