AQLGX vs. FOCPX

Last updated Jun 4, 2026

AQLGX (Alta Quality Growth Fund) and FOCPX (Fidelity OTC Portfolio) are both Large Cap Growth Equities funds. Their correlation of 0.84 suggests significant overlap in exposure. AQLGX charges 1.18%/yr vs 0.73%/yr for FOCPX.

Performance

AQLGX vs. FOCPX - Performance Comparison

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

Returns By Period

AQLGX

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

FOCPX

• 1D: 0.78%
• 1M: 10.68%
• YTD: 27.59%
• 6M: 28.74%
• 1Y: 61.90%
• 3Y*: 34.85%
• 5Y*: 19.55%
• 10Y*: 22.63%

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

AQLGX vs. FOCPX - 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%
FOCPX Fidelity OTC Portfolio	27.59%	22.21%	38.95%	42.64%	-32.08%	24.94%	46.75%	39.20%	2.05%

Correlation

The correlation between AQLGX and FOCPX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.48
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (5Y) Calculated over the trailing 5-year period	0.83
Correlation (All Time) Calculated using the full available price history since Dec 21, 2018	0.84

Over the past year, the correlation between AQLGX and FOCPX has dropped to 0.48 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.

Return for Risk

AQLGX vs. FOCPX — Risk / Return Rank

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

FOCPX

FOCPX Risk / Return Rank: 93
FOCPX Sharpe Ratio Rank: 96
FOCPX Sortino Ratio Rank: 90
FOCPX Omega Ratio Rank: 87
FOCPX Calmar Ratio Rank: 94
FOCPX Martin Ratio Rank: 96

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. FOCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alta Quality Growth Fund (AQLGX) and Fidelity OTC Portfolio (FOCPX). 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	FOCPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.55	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.87	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.66	—

Drawdowns

Drawdown Indicators

	AQLGX	FOCPX	Difference
Max Drawdown Largest peak-to-trough decline	—	-70.25%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-11.29%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-24.82%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-37.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.05%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-17.01%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.55%	—

Volatility

Volatility by Period

	AQLGX	FOCPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.41%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.89%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.71%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	22.66%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.44%	—

AQLGX vs. FOCPX - Expense Ratio Comparison

AQLGX has a 1.18% expense ratio, which is higher than FOCPX's 0.73% expense ratio.

Dividends

AQLGX vs. FOCPX - Dividend Comparison

AQLGX's dividend yield for the trailing twelve months is around 85.67%, more than FOCPX's 6.09% yield.

Position	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%
FOCPX Fidelity OTC Portfolio	6.09%	7.78%	16.76%	0.05%	4.06%	11.53%	6.23%	7.58%	7.93%	4.86%	3.24%	5.41%

Frequently Asked Questions

Can I hold both AQLGX and FOCPX in my portfolio?

AQLGX and FOCPX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.