Aquila Three Peaks Opportunity Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 1.44 | 0.34 | -6.59 | 4.32 | 2.21 | 0.47 | 3.36 | 1.55 | 0 |
| 1997 | 1.53 | 0.26 | -3.78 | -1.9 | 8.91 | 2.54 | 3.83 | 0.36 | 8.84 | -2.34 | -0.56 | -0.11 | 18.1 |
| 1998 | -2.02 | 3.73 | 5.14 | -0.63 | -5.14 | -1 | -5.3 | -14.94 | 9.45 | 4.6 | -1.41 | 3.6 | -6.1 |
| 1999 | 2.9 | -4.11 | 2.33 | 8.87 | 1.82 | 3.51 | 2.25 | -6.13 | 3.16 | -1 | 0.59 | 4.76 | 19.7 |
| 2000 | -0.97 | 1.65 | 10.02 | -6.7 | -0.94 | 4.35 | -5.56 | 5.08 | 1.4 | -7.34 | -8.43 | 8.35 | -1.2 |
| 2001 | 6.18 | -7.01 | -4.51 | 5.28 | 2.48 | 1.75 | -0.4 | -0.41 | -9.75 | 1.19 | 8.38 | 5.16 | 6.9 |
| 2002 | -2.08 | -3.29 | 6.64 | -2.26 | -0.8 | -4.75 | -10.25 | 1.24 | -8.59 | 7.61 | 4.34 | -3.42 | -16 |
| 2003 | -2.36 | -2.23 | 0.49 | 6.08 | 6.6 | 3.32 | 7.57 | 3.81 | -1.88 | 7.39 | 3.89 | 1.81 | 39.5 |
| 2004 | 1.52 | 1.33 | 1.52 | -3.56 | 2.69 | 0.78 | -5.64 | -0.77 | 3.29 | 2.22 | 4.68 | 3.1 | 11.2 |
| 2005 | -2.36 | 0.74 | -2.59 | -4.28 | 5.43 | 2.2 | 5.65 | -0.47 | -0.37 | -2.79 | 5.29 | -1.22 | 4.7 |
| 2006 | 3.78 | -0.11 | 4.52 | 0.07 | -3.65 | -1.39 | -1.83 | 2.55 | 0.32 | 3.94 | 1.91 | 0.46 | 10.7 |
| 2007 | 1.56 | -1.08 | -0.36 | 2.89 | 3.42 | -1.12 | -2.84 | 1.66 | 3.67 | 0.65 | -6.7 | -3.3 | -2.1 |
| 2008 | -5.1 | -3.44 | -1.73 | 2.35 | 4.6 | -9.91 | 0.33 | 1.81 | -12.02 | -21.03 | -12.94 | 9.02 | -41.5 |
| 2009 | -7.84 | -11.71 | 8.33 | 14.02 | 4.12 | 1.2 | 9.72 | 0.7 | 5.09 | -7.25 | 6.44 | 6.82 | 29.7 |
| 2010 | -6.43 | 2.48 | 5.75 | 6 | -6.9 | -5.67 | 5.9 | -5.67 | 8.68 | 3.55 | 1.87 | 6.72 | 15.4 |
| 2011 | -0.88 | 8.18 | 0.47 | 2.26 | -0.27 | -2.71 | -2.2 | -7.55 | -10.17 | 10.26 | -0.61 | 0.19 | -4.7 |
| 2012 | 5.54 | 5.43 | 0.9 | 0.4 | -6.33 | 4.86 | 0.81 | 3.13 | 3.16 | 0.21 | 1.13 | 2.35 | 23.2 |
| 2013 | 6.42 | 2.61 | 4.79 | 0.14 | 3.07 | -1.25 | 5.15 | -1.4 | 3.45 | 4.25 | 1.38 | 3.04 | 36.3 |
| 2014 | -2.19 | 6.29 | -0.5 | 0.03 | 2.5 | 4.48 | -1.57 | 4.8 | -3.14 | 1.18 | 2.58 | 0.02 | 15 |
| 2015 | -1.34 | 7.3 | 1.87 | -0.42 | 2.22 | -1.46 | 1.61 | -3.94 | -4.46 | 4.3 | -0.2 | -1.44 | 3.5 |
| 2016 | -5.49 | 0.73 | 5.13 | 0.13 | 2.13 | 0.88 | 3.24 | -0.57 | -0.35 | -2.15 | 1.35 | 0.32 | 5.1 |
| 2017 | 1.28 | 3.32 | 0.46 | 1.7 | 1.34 | 0.19 | 2.11 | -1.5 | 2.51 | 0.61 | 0.89 | 1.71 | 15.5 |
| 2018 | 3.42 | -4.56 | -0.63 | -0.57 | 2.23 | -0.49 | 2.56 | 3.73 | -0.57 | -9.27 | 1.92 | -9.29 | -12 |
| 2019 | 8.74 | 5.12 | 1.67 | 3.34 | -2.38 | 5.85 | 1.44 | 0.39 | -0.49 | 1 | 3.42 | -8.62 | 20 |
| 2020 | 0.56 | -8.64 | -18.78 | 11.1 | 5.97 | -2.22 | 5.25 | 3.74 | -8.05 | -1.03 | -8.7 | 28.64 | 0.3 |
| 2021 | -35.05 | 5.1 | 3.08 | 59.56 | -0.09 | -0.27 | 1.17 | 2.78 | -22.63 | 5.46 | -2.53 | -13.88 | -20.3 |
| 2022 | -7.8 | 0.24 | 2.33 | -7.13 | 0.8 | -9.57 | 9.46 | -0.4 | -8.68 | 7.29 | 3.94 | -18.27 | -27.4 |
| 2023 | 5.21 | -2.48 | -0.73 | -1.61 | -0.22 | 5.61 | 1.42 | -3.88 | -3.52 | -4.27 | 9.01 | 7.59 | 11.5 |
| 2024 | -2.61 | 6.47 | 4.59 | -0.73 | 14.3 |