Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRBX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS B) | 17.59% | 15.28% | 11.38% | 4.93% | 7.95% | 8.16% | 5.45% | … | … |
Data as of 06/03/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRBX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS B) | 11/19/1996 | 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 (%) | 1.15 | 15.28 | 11.38 | 4.93 | 7.95 | 8.16 | 5.45 | … | … | 17.59 | -7.04 | 14.50 | 22.88 | -22.11 | 11.53 | 15.46 | 29.57 | -10.34 | 12.37 | 9.70 | -2.96 | 5.68 | 34.35 | 18.02 | -5.53 | -4.47 | 24.24 | -34.44 | -4.13 | 9.38 | 7.06 | -3.93 | 41.41 | -37.74 | -33.78 | -38.36 | 1.82 | 4.88 | 2.39 | -5.73 |
| Sharpe Ratio | NA | 0.54 | 0.42 | 0.09 | 0.31 | NA | NA | … | … | 1.90 | -0.43 | 0.69 | 1.42 | -0.91 | 0.74 | 0.42 | 1.99 | -0.64 | 1.39 | 0.62 | -0.18 | 0.40 | 2.50 | 1.13 | -0.21 | -0.23 | 0.85 | -0.95 | -0.45 | 0.39 | 0.33 | -0.24 | 1.58 | -0.92 | -0.81 | -1.03 | -0.08 | 0.10 | -0.06 | -2.56 |
| Standard Deviation(%) | NA | 21.42 | 18.73 | 19.53 | 20.23 | NA | NA | … | … | 21.47 | 22.98 | 15.71 | 13.64 | 25.84 | 15.51 | 36.42 | 14.14 | 18.40 | 8.47 | 15.27 | 16.41 | 14.33 | 13.75 | 16.07 | 27.12 | 19.87 | 28.44 | 36.98 | 16.33 | 15.49 | 14.43 | 20.50 | 25.76 | 42.06 | 45.05 | 41.47 | 19.38 | 14.24 | 22.52 | 17.55 |
| Draw Down(%) | NA | 15.38 | 21.66 | 31.08 | 34.55 | NA | NA | … | … | 12.70 | 17.68 | 9.33 | 9.65 | 30.72 | 9.54 | 34.55 | 7.52 | 22.45 | 4.23 | 11.91 | 14.47 | 10.41 | 5.23 | 12.60 | 26.74 | 22.47 | 30.00 | 44.37 | 11.28 | 15.36 | 11.52 | 28.01 | 15.70 | 54.20 | 52.67 | 42.88 | 13.92 | 19.04 | 27.11 | 6.97 |
| Yield(%) | 0.00 | 0.00 | 7.08 | 6.61 | 5.91 | 5.95 | 3.97 | … | … | 0.00 | 0.00 | 12.88 | 9.30 | 5.66 | 12.22 | 3.59 | 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 | 1.94 | 12.77 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRBX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS B) |
-38.43%
Sep 1999 – Sep 2002 |
-28.30%
Sep 1997 – Sep 2002 |
-14.25%
Feb 1999 – Feb 2009 |
-8.04%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRBX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS B) |
22.08%
Sep 2011 – Sep 2014 |
16.89%
Feb 2009 – Feb 2014 |
11.84%
Sep 2011 – Sep 2021 |
9.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart