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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 Jul 14, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PFSLXParadigm Select Fund2.44
VSEQXVanguard Strategic Equity Fund2.11
GENIXGotham Enhanced Return Fund2.05
DSMFXDestinations Small-Mid Cap Equity Fund1.99
FZAMXFidelity Advisor Mid Cap II Fund Class Z1.98
DDDIX13D Activist Fund1.97
FIIMXFidelity Advisor Mid Cap II Fund Class I1.97
FIIAXFidelity Advisor Mid Cap II Fund Class A1.95
SMDIXHartford Schroders US MidCap Opportunities Fund1.94
FITIXFidelity Advisor Mid Cap II Fund Class M1.93
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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