Aquila Three Peaks Opportunity Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.05 | -2.51 | 1.6 | -5.07 | 1.84 | 0 |
| 1995 | 2.35 | 3.62 | 1.11 | 0.76 | 1.59 | 3.95 | 2.69 | 1.08 | 1.53 | -1.88 | 0.92 | -0.27 | 18.8 |
| 1996 | 1.52 | 2.1 | 2.72 | 4.36 | 1.51 | 0.34 | -6.59 | 4.25 | 2.07 | 0.47 | 3.57 | 1.41 | 18.7 |
| 1997 | 1.73 | 0.13 | -3.72 | -1.83 | 8.97 | 2.6 | 3.89 | 0.47 | 8.87 | -2.28 | -0.56 | 3.47 | 23 |
| 1998 | -1.96 | 4.33 | 5.25 | -0.57 | -5.12 | -1.38 | -5.25 | -14.9 | 9.55 | 4.61 | -1.33 | 3.68 | -5.3 |
| 1999 | 2.98 | -4.06 | 2.42 | 8.9 | 1.9 | 3.61 | 2.31 | -6.06 | 3.2 | -0.93 | 0.63 | 4.81 | 20.6 |
| 2000 | -0.7 | 1.51 | 10.09 | -6.64 | -0.92 | 4.39 | -5.52 | 5.2 | 1.46 | -7.23 | -8.4 | 8.38 | -0.5 |
| 2001 | 6.26 | -6.94 | -4.48 | 5.33 | 2.61 | 1.79 | -0.34 | -0.34 | -9.71 | 1.26 | 8.41 | 5.27 | 7.7 |
| 2002 | -2.05 | -3.17 | 6.69 | -2.22 | -0.72 | -4.71 | -10.14 | 1.3 | -8.62 | 7.95 | 4.44 | -3.38 | -15.2 |
| 2003 | -2.25 | -2.19 | 0.47 | 6.22 | 6.63 | 3.42 | 7.61 | 3.86 | -1.84 | 7.44 | 3.99 | 1.84 | 40.5 |
| 2004 | 1.65 | 1.38 | 1.56 | -3.49 | 2.74 | 0.85 | -5.56 | -0.73 | 3.35 | 2.26 | 4.76 | 3.18 | 12.1 |
| 2005 | -2.33 | 0.81 | -2.55 | -4.18 | 5.49 | 2.22 | 5.78 | -0.44 | -0.27 | -2.75 | 5.34 | -1.14 | 5.4 |
| 2006 | 3.84 | -0.03 | 4.55 | 0.16 | -3.59 | -1.33 | -1.77 | 2.64 | 0.36 | 3.99 | 1.97 | 0.55 | 11.5 |
| 2007 | 1.63 | -1.03 | -0.31 | 2.95 | 3.46 | -1.04 | -2.77 | 1.71 | 3.74 | 0.71 | -6.63 | -3.24 | -1.3 |
| 2008 | -5.03 | -3.4 | -1.65 | 2.41 | 4.67 | -9.87 | 0.42 | 1.84 | -11.96 | -20.96 | -12.89 | 9.12 | -41 |
| 2009 | -7.85 | -11.61 | 8.39 | 14.12 | 4.18 | 1.25 | 9.8 | 0.73 | 5.13 | -7.19 | 6.55 | 6.89 | 30.6 |
| 2010 | -6.36 | 2.51 | 5.86 | 6.07 | -6.89 | -5.57 | 5.99 | -5.65 | 8.8 | 3.64 | 1.92 | 6.77 | 16.3 |
| 2011 | -0.83 | 8.25 | 0.49 | 2.33 | -0.17 | -2.66 | -2.17 | -7.44 | -10.16 | 10.37 | -0.58 | 0.28 | -4 |
| 2012 | 5.62 | 5.49 | 0.94 | 0.46 | -6.25 | 4.94 | 0.86 | 3.19 | 3.2 | 0.29 | 1.17 | 2.44 | 24.1 |
| 2013 | 6.48 | 2.68 | 4.82 | 0.22 | 3.13 | -1.17 | 5.23 | -1.36 | 3.49 | 4.36 | 1.41 | 3.11 | 37.2 |
| 2014 | -2.13 | 6.34 | -0.45 | 0.1 | 2.58 | 4.52 | -1.49 | 4.87 | -3.09 | 1.25 | 2.63 | 0.09 | 15.8 |
| 2015 | -1.28 | 7.35 | 1.92 | -0.36 | 2.3 | -1.39 | 1.64 | -3.88 | -4.4 | 4.38 | -0.13 | -1.37 | 4.3 |
| 2016 | -5.45 | 0.78 | 5.2 | 0.18 | 2.2 | 0.94 | 3.32 | -0.52 | -0.27 | -2.1 | 1.42 | 0.38 | 5.8 |
| 2017 | 1.33 | 3.39 | 0.5 | 1.76 | 1.42 | 0.23 | 2.15 | -1.44 | 2.58 | 0.68 | 0.95 | 1.76 | 16.3 |
| 2018 | 3.47 | -4.5 | -0.56 | -0.52 | 2.29 | -0.42 | 2.63 | 3.79 | -0.52 | -9.23 | 1.99 | -9.24 | -11.4 |
| 2019 | 8.81 | 5.15 | 1.75 | 3.41 | -2.34 | 5.91 | 1.51 | 0.43 | -0.41 | 1.05 | 3.49 | -6.26 | 24 |
| 2020 | 0.61 | -8.6 | -18.73 | 11.18 | 6.02 | -2.18 | 5.32 | 3.83 | -6.62 | -0.96 | -3.3 | 4.24 | 2.5 |
| 2021 | -14.58 | 5.14 | 3.15 | 41.7 | -0.02 | -0.22 | 1.22 | 2.85 | -17.96 | 5.51 | -2.46 | -8.21 | -9.4 |
| 2022 | -7.75 | 0.28 | 2.39 | -7.08 | 0.87 | -9.52 | 9.54 | -0.36 | -8.62 | 7.36 | 4.01 | -13.82 | -22.9 |
| 2023 | 5.3 | -2.41 | -0.67 | -1.57 | -0.16 | 5.67 | 1.51 | -3.82 | -3.47 | -4.2 | 9.09 | 7.64 | 12.4 |
| 2024 | -2.58 | 6.56 | 4.64 | -4.59 | -14.4 |