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 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 24, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| VPMCX | Vanguard PRIMECAP Fund Investor Shares | 4.70 | |||
| POGRX | PrimeCap Odyssey Growth Fund | 4.61 | |||
| VHCAX | Vanguard Capital Opportunity Fund Admiral Shares | 4.15 | |||
| IOLZX | ICON Equity Fund | 3.79 | |||
| FOCKX | Fidelity OTC Portfolio Class K | 3.69 | |||
| FOCPX | Fidelity OTC Portfolio | 3.68 | |||
| CHAIX | Chase Growth Fund Institutional Class | 3.68 | |||
| CHASX | Chase Growth Fund | 3.66 | |||
| ANFFX | American Funds The New Economy Fund Class F-1 | 3.61 | |||
| FCGSX | Fidelity Series Growth Company Fund | 3.61 | |||
| AQLGX | Alta Quality Growth Fund | — |
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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