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Alta Quality Growth Fund (AQLGX) Sortino 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).

Sortino 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 Sortino 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 Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
DNVYXDavis New York Venture Fund Class Y3.34
VPMCXVanguard PRIMECAP Fund Investor Shares3.26
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.87
IOLZXICON Equity Fund2.80
GQJPXGQG Partners International Quality Dividend Income Fund2.70
FSSKXFidelity Advisor Stock Selector All Cap Fund Class K2.60
FZAPXFidelity Advisor Stock Selector All Cap Fund Class Z2.59
FDSSXFidelity Stock Selector All Cap Fund2.59
FBRNXFidelity Advisor Stock Selector All Cap Fund Class I2.58
FMAMXFidelity Advisor Stock Selector All Cap Fund Class A2.55
AQLGXAlta Quality Growth Fund—
Benchmark

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Time Period

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Historical Sortino Ratio

The chart shows AQLGX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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