Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROCAX (Aquila Rocky Mountain Equity A) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 02/28/2011, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCAX (Aquila Rocky Mountain Equity A) | 06/17/1997 | 02/28/2011 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.21 | 0.45 | 1.61 | 1.38 | 1.60 | 1.20 | … | … |
Data as of 02/28/2011, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCAX (Aquila Rocky Mountain Equity A) |
-100.00%
Dec 2007 – Dec 2010 |
-100.00%
Dec 2005 – Dec 2010 |
-100.00%
Dec 2000 – Dec 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCAX (Aquila Rocky Mountain Equity A) |
23.32%
Mar 2003 – Mar 2006 |
16.95%
Sep 2002 – Sep 2007 |
8.20%
Aug 1997 – Aug 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart