Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQLGX (Alta Quality Growth Fund – Institutional Shares) | NA | 4.96% | 14.59% | 6.94% | NA | NA | NA | … | … |
Data as of 12/02/2025, Common starting date is 12/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQLGX (Alta Quality Growth Fund – Institutional Shares) | 12/19/2018 | 12/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 4.96 | 14.59 | 6.94 | NA | NA | NA | … | … | 8.35 | 13.01 | 30.70 | -29.35 | 20.06 | 20.21 | 34.03 | 1.30 |
| Sharpe Ratio | NA | 0.02 | 0.21 | 0.11 | NA | NA | NA | … | … | 0.07 | 0.76 | 1.91 | -1.10 | 1.36 | 0.55 | 2.40 | 1.71 |
| Standard Deviation(%) | NA | 89.83 | 52.96 | 43.29 | NA | NA | NA | … | … | 93.58 | 12.31 | 14.28 | 27.98 | 14.73 | 35.85 | 13.57 | 33.59 |
| Draw Down(%) | NA | 46.13 | 46.13 | 46.13 | NA | NA | NA | … | … | 46.13 | 6.83 | 10.52 | 33.05 | 6.11 | 35.33 | 7.84 | 4.40 |
| Yield(%) | 46.15 | 52.52 | 25.48 | 14.40 | 11.46 | 7.64 | 5.73 | … | … | 50.17 | 9.64 | 0.15 | 4.34 | 2.27 | 0.06 | 3.69 | 0.00 |
Data as of 12/02/2025, Common starting date is 12/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQLGX (Alta Quality Growth Fund – Institutional Shares) |
0.65%
Dec 2019 – Dec 2022 |
7.19%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQLGX (Alta Quality Growth Fund – Institutional Shares) |
19.19%
Sep 2022 – Sep 2025 |
13.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart