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Alta Quality Growth Fund (AQLGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

Under normal conditions the fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in equity securities of large-capitalization and mid-capitalization companies. It may invest up to 20% of the fund's assets in securities of foreign companies, primarily indirectly through American Depositary Receipts (ADRs).

Sharpe ratio is not yet available for AQLGX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Alta Quality Growth Fund's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how AQLGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
EFCNXEmerald Insights Fund3.86
VPMCXVanguard PRIMECAP Fund Investor Shares3.75
POGRXPrimeCap Odyssey Growth Fund3.69
ONERXOne Rock Fund3.59
FOCKXFidelity OTC Portfolio Class K3.56
FOCPXFidelity OTC Portfolio3.55
VHCAXVanguard Capital Opportunity Fund Admiral Shares3.39
FCGSXFidelity Series Growth Company Fund3.32
FOKFXFidelity OTC K6 Portfolio3.27
ANFFXAmerican Funds The New Economy Fund Class F-13.26
AQLGXAlta Quality Growth Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows AQLGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AQLGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does AQLGX fit in your portfolio?

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