Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATGAX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS A) | 21.50% | 36.16% | 18.73% | 1.42% | 5.82% | 8.50% | 6.33% | … | … |
Data as of 06/03/2026, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATGAX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS A) | 12/26/1995 | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 36.16 | 18.73 | 1.42 | 5.82 | 8.50 | 6.33 | … | … | 21.50 | 16.18 | 8.65 | 12.37 | -22.90 | -9.41 | 2.45 | 35.52 | -11.34 | 16.35 | 5.83 | 4.23 | 15.80 | 37.22 | 24.07 | -3.97 | 16.30 | 30.62 | -41.07 | -1.34 | 11.54 | 5.44 | 12.08 | 40.47 | -15.18 | 7.68 | -0.50 | 20.56 | -5.31 | 23.01 | 18.68 | 0.88 |
| Sharpe Ratio | NA | 2.24 | 0.91 | -0.07 | 0.19 | NA | NA | … | … | 3.06 | 0.68 | 0.32 | 0.60 | -0.89 | -0.34 | 0.06 | 2.89 | -0.79 | 1.98 | 0.44 | 0.29 | 1.20 | 2.99 | 1.67 | -0.15 | 0.75 | 0.94 | -0.98 | -0.29 | 0.66 | 0.27 | 0.87 | 2.37 | -0.74 | 0.27 | -0.24 | 1.27 | -0.59 | 1.76 | 1.48 | 38.84 |
| Standard Deviation(%) | NA | 14.71 | 17.12 | 21.79 | 20.99 | NA | NA | … | … | 17.10 | 19.73 | 15.92 | 14.60 | 27.48 | 27.91 | 36.82 | 11.80 | 16.19 | 7.96 | 12.77 | 14.36 | 13.16 | 12.43 | 14.51 | 27.48 | 21.53 | 32.59 | 42.84 | 15.72 | 12.37 | 11.97 | 12.77 | 16.74 | 22.06 | 19.53 | 19.96 | 13.53 | 14.78 | 10.92 | 10.08 | 2.73 |
| Draw Down(%) | NA | 7.70 | 21.46 | 43.83 | 43.83 | NA | NA | … | … | 7.17 | 21.46 | 12.67 | 12.24 | 24.32 | 27.34 | 40.44 | 5.14 | 21.80 | 4.35 | 10.96 | 11.27 | 11.23 | 5.41 | 10.56 | 25.33 | 15.92 | 29.72 | 55.41 | 13.23 | 11.25 | 9.15 | 12.04 | 12.43 | 28.25 | 17.76 | 18.60 | 9.08 | 26.01 | 9.38 | 8.92 | 0.00 |
| Yield(%) | 0.00 | 6.08 | 10.79 | 4.15 | 5.46 | 7.09 | 5.31 | … | … | 0.00 | 6.28 | 24.49 | 0.00 | 0.00 | 0.00 | 0.00 | 11.24 | 11.48 | 5.66 | 0.02 | 1.76 | 1.01 | 1.64 | 1.64 | 9.83 | 0.20 | 0.00 | 1.13 | 5.20 | 1.28 | 0.00 | 0.00 | 0.00 | 0.18 | 1.02 | 1.00 | 1.46 | 0.98 | 4.07 | 4.03 | 0.04 |
Data as of 06/03/2026, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGAX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS A) |
-20.17%
Feb 2006 – Feb 2009 |
-9.54%
Feb 2004 – Feb 2009 |
-0.28%
Feb 1999 – Feb 2009 |
3.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGAX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS A) |
27.76%
Sep 2011 – Sep 2014 |
25.98%
Feb 2009 – Feb 2014 |
16.48%
Feb 2009 – Feb 2019 |
10.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart