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Aquila Opportunity Growth Fund (ATGAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the fund's 70% policy.

Sharpe ratio is not yet available for ATGAX. 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 Aquila Opportunity Growth Fund's Sharpe Ratio with other mutual funds in the Mid Cap Blend Equities category across multiple time periods, showing how ATGAX'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 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PFSLXParadigm Select Fund3.16
GENIXGotham Enhanced Return Fund2.71
BIGTXThe Texas Fund2.69
DSMFXDestinations Small-Mid Cap Equity Fund2.46
HDPMXHodges Fund2.46
VSEQXVanguard Strategic Equity Fund2.40
FZFLXFidelity SAI Small-Mid Cap 500 Index Fund2.33
THPMXThompson MidCap Fund2.32
GABVXGabelli Value 25 Fund2.32
TARKXTarkio Fund2.30
ATGAXAquila Opportunity Growth Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows ATGAX'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 ATGAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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