Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATGYX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS Y) | 21.97% | 37.43% | 19.34% | 2.62% | 6.71% | 9.33% | 6.93% | … | … |
Data as of 06/04/2026, Common starting date is 12/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATGYX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS Y) | 12/24/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 37.43 | 19.34 | 2.62 | 6.71 | 9.33 | 6.93 | … | … | 21.97 | 16.81 | 9.17 | 12.67 | -21.71 | -6.28 | 3.19 | 35.92 | -11.07 | 16.71 | 6.14 | 4.54 | 16.15 | 37.61 | 24.55 | -3.72 | 16.57 | 30.94 | -40.90 | -1.07 | 11.80 | 5.73 | 12.36 | 40.90 | -15.20 | 7.97 | -0.25 | 20.78 | -5.08 | 18.85 | 1.05 |
| Sharpe Ratio | NA | 2.26 | 0.94 | -0.01 | 0.24 | NA | NA | … | … | 3.08 | 0.71 | 0.35 | 0.62 | -0.86 | -0.24 | 0.08 | 2.92 | -0.77 | 2.03 | 0.46 | 0.31 | 1.23 | 3.02 | 1.70 | -0.14 | 0.77 | 0.95 | -0.97 | -0.27 | 0.68 | 0.29 | 0.89 | 2.40 | -0.74 | 0.29 | -0.22 | 1.29 | -0.58 | 1.29 | 14.60 |
| Standard Deviation(%) | NA | 14.72 | 17.09 | 21.21 | 20.69 | NA | NA | … | … | 17.05 | 19.78 | 15.79 | 14.60 | 26.97 | 26.17 | 36.78 | 11.81 | 16.20 | 7.95 | 12.77 | 14.38 | 13.14 | 12.43 | 14.53 | 27.49 | 21.52 | 32.54 | 42.84 | 15.74 | 12.37 | 11.96 | 12.73 | 16.75 | 22.08 | 19.50 | 19.94 | 13.54 | 14.76 | 11.73 | 6.09 |
| Draw Down(%) | NA | 7.69 | 21.21 | 40.97 | 40.97 | NA | NA | … | … | 7.17 | 21.21 | 12.67 | 12.18 | 23.16 | 24.98 | 40.42 | 5.14 | 21.74 | 4.31 | 10.94 | 11.22 | 11.19 | 5.36 | 10.50 | 25.30 | 15.90 | 29.75 | 55.30 | 13.22 | 11.21 | 9.12 | 11.95 | 12.43 | 28.16 | 17.65 | 18.44 | 9.04 | 25.92 | 9.30 | 0.13 |
| Yield(%) | 0.00 | 5.29 | 9.58 | 3.85 | 5.23 | 7.02 | 5.26 | … | … | 0.00 | 5.72 | 21.38 | 0.00 | 0.00 | 0.00 | 0.00 | 10.40 | 10.75 | 5.34 | 0.02 | 1.67 | 0.96 | 1.56 | 1.90 | 9.47 | 0.17 | 0.00 | 1.10 | 5.08 | 1.25 | 0.00 | 0.00 | 0.00 | 0.00 | 1.01 | 1.00 | 1.46 | 0.98 | 0.00 | 3.44 |
Data as of 06/04/2026, Common starting date is 12/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGYX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS Y) |
-19.95%
Feb 2006 – Feb 2009 |
-9.30%
Feb 2004 – Feb 2009 |
-0.05%
Feb 1999 – Feb 2009 |
4.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGYX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS Y) |
28.18%
Sep 2011 – Sep 2014 |
26.35%
Feb 2009 – Feb 2014 |
16.82%
Feb 2009 – Feb 2019 |
11.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart