Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATRIX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS I) | NA | 25.67% | 4.12% | 7.94% | 8.28% | 11.58% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATRIX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS I) | 12/01/2005 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 25.67 | 4.12 | 7.94 | 8.28 | 11.58 | NA | … | … | 15.14 | 12.44 | -15.38 | 21.13 | 7.45 | 35.59 | -11.31 | 16.45 | 5.95 | 4.47 | 16.03 | 37.64 | 24.55 | -3.65 | 16.52 | 31.08 | -42.02 | -5.94 | 10.35 | -2.64 |
| Sharpe Ratio | NA | 1.17 | -0.04 | 0.24 | 0.36 | NA | NA | … | … | 0.64 | 0.57 | -0.67 | 1.28 | 0.20 | 2.90 | -0.78 | 2.00 | 0.45 | 0.31 | 1.22 | 3.03 | 1.70 | -0.13 | 0.76 | 0.95 | -1.00 | -0.54 | 0.23 | -1.51 |
| Standard Deviation(%) | NA | 15.80 | 19.23 | 23.11 | 18.75 | NA | NA | … | … | 15.59 | 14.60 | 24.94 | 16.50 | 36.57 | 11.80 | 16.19 | 7.95 | 12.78 | 14.37 | 13.14 | 12.43 | 14.52 | 27.49 | 21.56 | 32.48 | 42.75 | 16.48 | 30.64 | 20.77 |
| Draw Down(%) | NA | 12.65 | 22.28 | 40.47 | 40.47 | NA | NA | … | … | 12.65 | 12.23 | 22.28 | 7.63 | 40.47 | 5.14 | 21.80 | 4.34 | 10.95 | 11.23 | 11.23 | 5.37 | 10.50 | 25.27 | 16.05 | 29.72 | 55.36 | 16.06 | 13.34 | 3.69 |
| Yield(%) | 0.00 | 0.17 | 6.24 | 9.16 | 7.87 | 11.78 | 6.48 | … | … | 0.15 | 0.00 | 7.42 | 28.04 | 4.54 | 10.80 | 11.09 | 5.48 | 0.02 | 1.71 | 0.99 | 1.60 | 2.04 | 9.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 12/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRIX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS I) |
-22.13%
Feb 2006 – Feb 2009 |
-5.13%
Sep 2006 – Sep 2011 |
4.49%
Jan 2006 – Jan 2016 |
5.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATRIX (AQUILA THREE PEAKS OPPORTUNITY GROWTH FUND CLASS I) |
28.14%
Sep 2011 – Sep 2014 |
26.39%
Feb 2009 – Feb 2014 |
16.74%
Feb 2009 – Feb 2019 |
14.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart