Nasdaq - Delayed Quote USD

American Growth One A (AMRAX)

6.44 -0.04 (-0.62%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.31%
5y Average Return 8.60%
Number of Years Up 16
Number of Years Down 11
Best 1Y Total Return (Apr 25, 2024) 36.09%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 36.09%
Worst 3Y Total Return 2.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AMRAX
Category
YTD
6.70%
12.38%
1-Month
2.39%
5.09%
3-Month
6.70%
10.28%
1-Year
23.19%
41.70%
3-Year
5.40%
22.56%
5-Year
10.89%
21.98%
10-Year
8.87%
15.99%
Last Bull Market
28.80%
25.99%
Last Bear Market
-16.52%
-17.29%

Annual Total Return (%) History

Year
AMRAX
Category
2024
--
--
2023
23.88%
--
2022
-20.60%
--
2021
15.19%
--
2020
18.37%
35.86%
2019
36.09%
31.90%
2018
-9.25%
-2.09%
2017
12.83%
27.67%

2016
10.58%
3.23%
2015
-2.35%
3.60%
2014
6.50%
10.00%
2013
35.14%
33.92%
2012
18.88%
15.34%
2011
-4.60%
-2.46%
2010
-3.69%
15.53%
2009
24.31%
35.68%
2008
-34.14%
-40.67%
2007
-2.06%
13.35%
2006
9.97%
7.05%
2005
7.99%
6.71%
2004
-3.03%
7.81%
2003
42.79%
28.66%
2002
-37.16%
-27.64%
2001
-33.17%
-22.30%
2000
-37.94%
-13.05%
1999
8.79%
38.87%
1998
5.85%
34.55%
1997
13.06%
26.36%
1996
--
19.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.70% -- -- --
2023 7.30% 6.14% -2.19% 11.22%
2022 -8.85% -16.52% -7.29% 12.56%
2021 3.24% 4.97% -5.36% 12.30%
2020 -18.25% 21.56% 5.18% 13.25%
2019 16.14% 6.03% 1.55% 8.83%
2018 0.00% -1.35% 7.03% -14.05%
2017 3.91% -0.21% 4.61% 4.01%
2016 0.24% 1.20% 4.50% 4.31%
2015 0.70% 1.40% -8.97% 5.05%

2014 -2.00% 2.81% 0.00% 5.71%
2013 12.50% 0.90% 8.04% 10.19%
2012 13.65% -4.24% 7.38% 1.72%
2011 6.51% -0.36% -21.30% 14.22%
2010 5.17% -15.79% 6.25% 2.35%
2009 -11.01% 12.37% 22.48% 1.50%
2008 -15.71% 5.02% -5.80% -21.01%
2007 -4.68% 6.44% 3.46% -6.70%
2006 0.96% -6.05% 11.53% 3.95%
2005 -6.60% 2.23% 10.18% 2.64%
2004 -1.01% -2.72% -11.89% 14.29%
2003 -2.88% 26.24% 3.53% 12.50%
2002 -1.51% -26.38% -27.08% 18.86%
2001 -19.60% 2.23% -29.37% 15.12%
2000 -5.66% -2.07% -7.82% -27.12%
1999 0.50% -2.99% -3.60% 15.74%
1998 2.21% 1.23% -13.11% 17.74%
1997 0.54% 8.39% 14.29% -9.22%
1996 -1.90% -0.32% 5.35% --

Rank in Category (By Total Return)

YTD 96
1-Month 35
3-Month 96
1-Year 95
3-Year 79
5-Year 91

Load Adjusted Returns

1-Year 16.11%
3-Year 3.34%
5-Year 9.59%
10-Year 8.23%

Performance & Risk

YTD Return 0.31%
5y Average Return 8.60%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family American Growth
Net Assets 19.46M
YTD Return 6.70%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 1996

Fund Summary

The advisor uses a consistent approach to build the fund's security portfolio which is made up primarily of common stocks and securities convertible into common stock. These securities are issued by large companies, and to a lesser extent, small and mid-sized companies. When a company's fundamentals are strong, the managers believe earnings growth will follow.

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