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American Growth One B (AMRBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.8500+0.0500 (+1.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.91%
5-year average return6.07%
Number of years up16
Number of years down11
Best 1-yr total return (2 May 2024)34.35%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return34.35%
Worst 3-yr total return0.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMRBXCategory
YTD-1.27%12.38%
1-month-6.63%5.09%
3-month-1.48%10.28%
1-year13.08%41.70%
3-year-0.42%22.56%
5-year5.54%21.98%
10-year6.41%15.99%
Last bull market21.65%25.99%
Last bear market-16.76%-17.29%

Annual total return (%) history

Year
AMRBXCategory
2024
N/AN/A
2023
22.80%N/A
2022
-22.22%N/A
2021
11.43%N/A
2020
15.43%35.86%
2019
29.57%31.90%
2018
-10.34%-2.09%
2017
12.37%27.67%
2016
9.70%3.23%
2015
-2.96%3.60%
2014
5.68%10.00%
2013
34.35%33.92%
2012
18.02%15.34%
2011
-5.53%-2.46%
2010
-4.47%15.53%
2009
24.24%35.68%
2008
-34.44%-40.67%
2007
-2.87%13.35%
2006
9.38%7.05%
2005
7.06%6.71%
2004
-3.93%7.81%
2003
41.41%28.66%
2002
-37.74%-27.64%
2001
-33.77%-22.30%
2000
-38.36%-13.05%
1999
8.05%38.87%
1998
4.99%34.55%
1997
12.15%26.36%
1996
N/A19.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.73%N/AN/AN/A
20237.21%6.05%-2.75%11.05%
2022-9.27%-16.76%-8.10%12.07%
20212.25%4.23%-6.66%12.01%
2020-18.96%20.76%3.95%13.45%
201915.54%4.99%-1.24%8.16%
2018-0.67%-1.58%6.67%-14.01%
20173.79%-0.24%4.15%4.22%
20160.00%1.11%4.11%4.21%
20150.54%1.34%-9.23%4.94%
2014-2.27%2.91%-0.28%5.38%
201312.60%0.68%7.74%10.00%
201213.51%-4.37%7.47%1.16%
20115.96%-0.40%-21.77%14.43%
20104.47%-15.95%6.48%2.17%
2009-11.62%13.14%22.22%1.65%
2008-15.89%5.12%-5.99%-21.12%
2007-4.76%6.00%3.46%-7.01%
20061.04%-6.53%11.40%3.96%
2005-6.69%1.99%10.16%2.13%
2004-1.43%-2.54%-12.27%13.98%
2003-3.03%25.52%3.32%12.45%
2002-1.57%-26.84%-27.07%18.56%
2001-19.99%2.31%-29.65%15.00%
2000-5.96%-2.11%-7.98%-27.23%
19990.40%-3.22%-3.75%15.53%
19982.01%1.04%-13.27%17.45%
19970.22%8.23%14.01%-9.31%
1996-2.32%-0.54%5.28%N/A

Rank in category (by total return)

YTD99
1-month95
3-month99
1-year99
3-year89
5-year98

Load adjusted returns

1-year8.08%
3-year-1.44%
5-year5.06%
10-year6.41%