Aquila Opportunity Growth Fund (ATGAX) Sharpe Ratio

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 Aug 1, 2026.

Symbol	Name	1Y Sharpe Ratio
PFSLX	Paradigm Select Fund	2.30
GENIX	Gotham Enhanced Return Fund	2.11
THPMX	Thompson MidCap Fund	2.06
VSEQX	Vanguard Strategic Equity Fund	2.06
GABVX	Gabelli Value 25 Fund	1.93
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares	1.85
MASPX	BlackRock Advantage SMID Cap Fund, Inc.	1.82
SMDIX	Hartford Schroders US MidCap Opportunities Fund	1.80
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity Fund	1.78
DDDIX	13D Activist Fund	1.76
ATGAX	Aquila Opportunity Growth Fund	—

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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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