AQLGX vs. FCGSX

Last updated Apr 1, 2026

Compare and contrast key facts about Alta Quality Growth Fund (AQLGX) and Fidelity Series Growth Company Fund (FCGSX).

AQLGX is managed by Alta Capital. It was launched on Dec 19, 2018. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.

Performance

AQLGX vs. FCGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alta Quality Growth Fund (AQLGX) and Fidelity Series Growth Company Fund (FCGSX). The values are adjusted to include any dividend payments, if applicable.

AQLGX vs. FCGSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AQLGX Alta Quality Growth Fund	0.00%	8.35%	13.01%	30.70%	-29.35%	20.05%	20.21%	34.04%	2.12%
FCGSX Fidelity Series Growth Company Fund	-6.64%	25.52%	38.00%	45.97%	-32.15%	25.13%	70.01%	39.75%	2.61%

Returns By Period

AQLGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FCGSX

• 1D: -1.20%
• 1M: -8.19%
• YTD: -6.64%
• 6M: -2.02%
• 1Y: 33.82%
• 3Y*: 27.05%
• 5Y*: 14.28%
• 10Y*: 21.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AQLGX vs. FCGSX - Expense Ratio Comparison

AQLGX has a 1.18% expense ratio, which is higher than FCGSX's 0.00% expense ratio.

AQLGX

Alta Quality Growth Fund

FCGSX

Fidelity Series Growth Company Fund

Return for Risk

AQLGX vs. FCGSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCGSX

FCGSX Risk / Return Rank: 82
FCGSX Sharpe Ratio Rank: 78
FCGSX Sortino Ratio Rank: 81
FCGSX Omega Ratio Rank: 76
FCGSX Calmar Ratio Rank: 87
FCGSX Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AQLGX vs. FCGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alta Quality Growth Fund (AQLGX) and Fidelity Series Growth Company Fund (FCGSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AQLGX	FCGSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.40	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.87	—

Correlation

The correlation between AQLGX and FCGSX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

AQLGX vs. FCGSX - Dividend Comparison

AQLGX's dividend yield for the trailing twelve months is around 85.67%, more than FCGSX's 11.22% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AQLGX Alta Quality Growth Fund	85.67%	85.67%	9.23%	0.11%	6.55%	1.90%	0.05%	2.83%	0.00%	0.00%	0.00%	0.00%
FCGSX Fidelity Series Growth Company Fund	11.22%	10.48%	12.49%	3.13%	0.61%	38.65%	31.99%	11.06%	13.21%	10.51%	2.44%	0.25%

Drawdowns

Drawdown Indicators

	AQLGX	FCGSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-38.77%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.10%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-38.77%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-38.77%	—
Current Drawdown Current decline from peak	—	-10.42%	—
Average Drawdown Average peak-to-trough decline	—	-7.05%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.88%	—

Volatility

Volatility by Period

	AQLGX	FCGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.66%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.74%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.80%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	23.62%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	23.15%	—