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Alta Quality Growth Fund (AQLGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 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 Quality Factor, 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 Aug 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DNVYXDavis New York Venture Fund Class Y2.47
VPMCXVanguard PRIMECAP Fund Investor Shares2.40
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.08
IOLZXICON Equity Fund2.01
GQJPXGQG Partners International Quality Dividend Income Fund1.95
FSSKXFidelity Advisor Stock Selector All Cap Fund Class K1.90
FZAPXFidelity Advisor Stock Selector All Cap Fund Class Z1.90
FDSSXFidelity Stock Selector All Cap Fund1.89
FBRNXFidelity Advisor Stock Selector All Cap Fund Class I1.89
FMAMXFidelity Advisor Stock Selector All Cap Fund Class A1.87
AQLGXAlta Quality Growth Fund—
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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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