ATGAX vs. BIGTX

Last updated Jun 3, 2026

ATGAX (Aquila Opportunity Growth Fund) and BIGTX (The Texas Fund) are both Mid Cap Blend Equities funds. At a correlation of -1.00, they often move in opposite directions. ATGAX charges 1.50%/yr vs 1.67%/yr for BIGTX.

Performance

ATGAX vs. BIGTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aquila Opportunity Growth Fund (ATGAX) and The Texas Fund (BIGTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ATGAX

• 1D: 0.85%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BIGTX

• 1D: 0.55%
• 1M: 5.69%
• YTD: 24.51%
• 6M: 23.68%
• 1Y: 35.77%
• 3Y*: 20.35%
• 5Y*: 9.08%
• 10Y*: 10.61%

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

ATGAX vs. BIGTX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	0.87%
BIGTX The Texas Fund	1.38%

Correlation

The correlation between ATGAX and BIGTX is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-1.00

Return for Risk

ATGAX vs. BIGTX — Risk / Return Rank

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

BIGTX

BIGTX Risk / Return Rank: 80
BIGTX Sharpe Ratio Rank: 83
BIGTX Sortino Ratio Rank: 75
BIGTX Omega Ratio Rank: 65
BIGTX Calmar Ratio Rank: 89
BIGTX Martin Ratio Rank: 86

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.

ATGAX vs. BIGTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and The Texas Fund (BIGTX). 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

	ATGAX	BIGTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.69	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.07	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.12	—
Sharpe Ratio (All Time) Calculated using the full available price history	30.24	0.08	+30.15

Drawdowns

ATGAX vs. BIGTX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was 0.00%, smaller than the maximum BIGTX drawdown of -77.89%. Use the drawdown chart below to compare losses from any high point for ATGAX and BIGTX.

Drawdown Indicators

	ATGAX	BIGTX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-77.89%	+77.89%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.07%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-77.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-77.89%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-77.89%	—
Current Drawdown Current decline from peak	0.00%	-65.39%	+65.39%
Average Drawdown Average peak-to-trough decline	0.00%	-17.14%	+17.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.20%	—

Volatility

Volatility by Period

	ATGAX	BIGTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.85%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.31%	13.85%	-4.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	126.63%	-117.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	90.64%	-81.33%

ATGAX vs. BIGTX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is lower than BIGTX's 1.67% expense ratio.

Dividends

ATGAX vs. BIGTX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while BIGTX's dividend yield for the trailing twelve months is around 5.93%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ATGAX Aquila Opportunity Growth Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BIGTX The Texas Fund	5.93%	7.38%	3.52%	2.51%	3.06%	5.27%	0.07%	0.08%	2.27%

Frequently Asked Questions

Can I hold both ATGAX and BIGTX in my portfolio?

ATGAX and BIGTX have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.