Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRGX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS D) | 18.66% | 16.95% | 13.19% | 7.03% | 10.40% | 10.15% | 7.16% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRGX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS D) | 06/21/1996 | 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 (%) | 1.12 | 16.95 | 13.19 | 7.03 | 10.40 | 10.15 | 7.16 | … | … | 18.66 | -5.90 | 16.60 | 24.38 | -19.93 | 15.66 | 18.65 | 36.73 | -9.07 | 13.37 | 10.71 | -2.01 | 6.92 | 35.60 | 18.85 | -4.41 | -3.20 | 24.89 | -33.82 | -3.13 | 10.38 | 8.16 | -2.97 | 42.92 | -36.90 | -32.84 | -37.76 | 2.90 | 4.93 | 2.80 | -0.32 |
| Sharpe Ratio | NA | 0.63 | 0.53 | 0.20 | 0.43 | NA | NA | … | … | 2.04 | -0.39 | 0.82 | 1.55 | -0.82 | 0.99 | 0.50 | 2.54 | -0.57 | 1.49 | 0.69 | -0.12 | 0.49 | 2.55 | 1.19 | -0.17 | -0.17 | 0.87 | -0.94 | -0.39 | 0.46 | 0.42 | -0.19 | 1.62 | -0.92 | -0.79 | -1.01 | -0.02 | 0.10 | -0.04 | -0.39 |
| Standard Deviation(%) | NA | 21.21 | 18.67 | 19.57 | 20.29 | NA | NA | … | … | 21.64 | 22.74 | 15.80 | 13.51 | 26.19 | 15.77 | 36.63 | 13.89 | 18.40 | 8.59 | 15.20 | 16.38 | 14.15 | 13.93 | 15.99 | 26.79 | 19.50 | 28.46 | 36.89 | 16.25 | 15.30 | 13.97 | 20.42 | 26.08 | 41.55 | 45.18 | 41.58 | 19.35 | 14.40 | 23.24 | 11.00 |
| Draw Down(%) | NA | 14.95 | 21.15 | 29.68 | 34.52 | NA | NA | … | … | 12.53 | 17.23 | 9.24 | 9.21 | 29.34 | 10.80 | 34.52 | 5.89 | 21.44 | 4.19 | 11.85 | 14.47 | 10.48 | 5.23 | 12.75 | 26.09 | 21.90 | 30.13 | 43.82 | 11.35 | 15.09 | 11.22 | 27.71 | 15.48 | 53.70 | 52.30 | 42.45 | 13.55 | 18.68 | 27.81 | 7.11 |
| Yield(%) | 0.00 | 0.00 | 7.22 | 6.94 | 6.91 | 7.30 | 5.11 | … | … | 0.00 | 0.00 | 13.09 | 9.41 | 5.78 | 12.70 | 2.71 | 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 | 1.86 | 12.49 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRGX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS D) |
-37.69%
Sep 1999 – Sep 2002 |
-27.72%
Sep 1997 – Sep 2002 |
-13.32%
Feb 1999 – Feb 2009 |
-7.44%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRGX (AMERICAN GROWTH FUND SERIES ONE SERIES ONE CLASS D) |
23.34%
Dec 2018 – Dec 2021 |
18.05%
Feb 2009 – Feb 2014 |
13.94%
Sep 2011 – Sep 2021 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
