Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRAX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS A) | 18.24% | 16.19% | 12.62% | 6.53% | 9.99% | 9.77% | 6.77% | … | … |
Data as of 06/03/2026, Common starting date is 07/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRAX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS A) | 07/25/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 1.09 | 16.19 | 12.62 | 6.53 | 9.99 | 9.77 | 6.77 | … | … | 18.24 | -6.30 | 15.99 | 23.99 | -20.45 | 15.28 | 18.38 | 36.09 | -9.25 | 12.83 | 10.58 | -2.35 | 6.50 | 35.14 | 18.88 | -4.60 | -3.69 | 24.31 | -34.14 | -3.22 | 9.97 | 7.99 | -3.03 | 42.79 | -37.16 | -33.17 | -37.94 | 2.61 | 4.94 | 2.81 | 4.40 |
| Sharpe Ratio | NA | 0.59 | 0.50 | 0.18 | 0.41 | NA | NA | … | … | 1.97 | -0.41 | 0.78 | 1.53 | -0.85 | 0.97 | 0.49 | 2.48 | -0.58 | 1.45 | 0.68 | -0.14 | 0.46 | 2.54 | 1.18 | -0.17 | -0.19 | 0.85 | -0.94 | -0.39 | 0.42 | 0.40 | -0.20 | 1.62 | -0.92 | -0.80 | -1.02 | -0.04 | 0.10 | -0.04 | 0.65 |
| Standard Deviation(%) | NA | 21.17 | 18.62 | 19.47 | 20.24 | NA | NA | … | … | 21.66 | 22.68 | 15.76 | 13.38 | 25.98 | 15.73 | 36.54 | 13.96 | 18.40 | 8.41 | 15.30 | 16.52 | 14.22 | 13.83 | 16.06 | 26.66 | 19.87 | 28.64 | 37.26 | 16.27 | 15.57 | 14.43 | 20.27 | 25.96 | 41.78 | 45.27 | 41.53 | 19.34 | 14.33 | 23.07 | 10.39 |
| Draw Down(%) | NA | 15.29 | 21.26 | 29.92 | 34.46 | NA | NA | … | … | 12.64 | 17.33 | 9.31 | 9.24 | 29.55 | 10.79 | 34.46 | 5.92 | 21.53 | 4.04 | 11.78 | 14.57 | 10.31 | 5.19 | 12.63 | 26.13 | 22.30 | 30.17 | 44.11 | 11.14 | 14.85 | 11.46 | 27.91 | 15.32 | 53.76 | 52.50 | 42.48 | 13.68 | 18.82 | 27.71 | 7.22 |
| Yield(%) | 0.00 | 0.00 | 7.19 | 6.88 | 6.78 | 7.06 | 4.85 | … | … | 0.00 | 0.00 | 13.04 | 9.39 | 5.76 | 12.63 | 2.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.88 | 12.55 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRAX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS A) |
-37.91%
Sep 1999 – Sep 2002 |
-27.90%
Sep 1997 – Sep 2002 |
-13.52%
Feb 1999 – Feb 2009 |
-7.67%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRAX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS A) |
22.92%
Dec 2018 – Dec 2021 |
17.61%
Feb 2009 – Feb 2014 |
13.57%
Sep 2011 – Sep 2021 |
11.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart