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Aquila Opportunity Growth Fund (ATGAX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jul 14, 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.

Sortino 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 Sortino 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 Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
PFSLXParadigm Select Fund3.12
VSEQXVanguard Strategic Equity Fund2.97
GENIXGotham Enhanced Return Fund2.82
DSMFXDestinations Small-Mid Cap Equity Fund2.77
DDDIX13D Activist Fund2.76
FZAMXFidelity Advisor Mid Cap II Fund Class Z2.74
FIIMXFidelity Advisor Mid Cap II Fund Class I2.73
THPMXThompson MidCap Fund2.71
SMDIXHartford Schroders US MidCap Opportunities Fund2.71
FIIAXFidelity Advisor Mid Cap II Fund Class A2.70
ATGAXAquila Opportunity Growth Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

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

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