Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMRCX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS C) 18.59% 15.55% 11.87% 5.46% 9.08% 9.03% 6.00%
Data as of 06/04/2026, Common starting date is 04/15/1999
More Performance Analytics Comparison
Name Start Date End Date
AMRCX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS C) 04/15/1999 06/04/2026
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
Annualized Return (%) 1.21 15.55 11.87 5.46 9.08 9.03 6.00 18.59 -7.30 15.09 23.03 -21.30 13.60 18.64 34.67 -9.95 12.18 9.75 -3.23 6.00 34.10 18.10 -5.56 -4.10 23.86 -34.77 -4.13 9.38 7.06 -3.93 42.13 -37.85 -33.85 -38.37 -0.89
Sharpe Ratio NA 0.51 0.43 0.13 0.36 NA NA 1.93 -0.43 0.74 1.43 -0.87 0.88 0.51 2.37 -0.62 1.35 0.63 -0.20 0.42 2.44 1.14 -0.21 -0.21 0.84 -0.96 -0.45 0.40 0.33 -0.24 1.61 -0.93 -0.81 -1.03 -0.27
Standard Deviation(%) NA 22.47 19.08 19.82 20.29 NA NA 21.68 23.82 15.58 13.66 26.18 15.43 36.16 13.98 18.30 8.60 15.22 16.37 14.22 13.95 15.92 26.67 19.79 28.41 37.16 16.12 14.91 14.35 20.55 25.72 41.99 45.42 41.46 17.29
Draw Down(%) NA 15.92 21.47 30.51 33.92 NA NA 12.75 17.43 9.38 9.53 30.18 9.16 33.92 5.99 21.97 4.25 11.70 14.54 10.44 5.25 12.65 26.56 22.56 30.00 44.37 11.28 15.08 11.52 28.34 15.32 54.07 52.67 42.77 12.01
Yield(%) 0.00 0.00 7.13 6.69 6.44 6.58 4.33 0.00 0.00 12.95 9.32 5.70 12.44 3.47 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 12.80 0.00
Data as of 06/04/2026, Common starting date is 04/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMRCX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS C) -38.41%
Sep 1999 – Sep 2002
-20.78%
Aug 1999 – Aug 2004
-12.58%
May 1999 – May 2009
-5.13%
Aug 2000 – Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMRCX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS C) 21.98%
Dec 2018 – Dec 2021
16.83%
Feb 2009 – Feb 2014
12.75%
Sep 2011 – Sep 2021
10.67%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return