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Alta Quality Growth Fund (AQLGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 14, 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 Jul 14, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ONERXOne Rock Fund2.66
VPMCXVanguard PRIMECAP Fund Investor Shares2.62
CHASXChase Growth Fund2.45
CHAIXChase Growth Fund Institutional Class2.45
FCGSXFidelity Series Growth Company Fund2.39
FOCKXFidelity OTC Portfolio Class K2.38
FOCPXFidelity OTC Portfolio2.37
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.35
FSSKXFidelity Advisor Stock Selector All Cap Fund Class K2.22
FZAPXFidelity Advisor Stock Selector All Cap Fund Class Z2.21
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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How does AQLGX fit in your portfolio?

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