Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROCCX (Aquila Rocky Mountain Equity C) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 01/13/2011, Common starting date is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCCX (Aquila Rocky Mountain Equity C) | 05/28/1998 | 01/13/2011 |
| 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(%) | 0.18 | 0.48 | 1.73 | 1.31 | 1.22 | 0.91 | … | … |
Data as of 01/13/2011, Common starting date is 05/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCCX (Aquila Rocky Mountain Equity C) |
-20.75%
Feb 2006 – Feb 2009 |
-10.20%
Feb 2004 – Feb 2009 |
-1.03%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCCX (Aquila Rocky Mountain Equity C) |
22.41%
Mar 2003 – Mar 2006 |
16.02%
Sep 2002 – Sep 2007 |
6.84%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart