ATGAX vs. BRMKX

Last updated Jun 24, 2026

ATGAX (Aquila Opportunity Growth Fund) and BRMKX (iShares Russell Mid-Cap Index Fund) are both Mid Cap Blend Equities funds. Their correlation of 0.84 suggests significant overlap in exposure. ATGAX charges 1.50%/yr vs 0.06%/yr for BRMKX.

Performance

ATGAX vs. BRMKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aquila Opportunity Growth Fund (ATGAX) and iShares Russell Mid-Cap Index Fund (BRMKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ATGAX

• 1D: 1.02%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRMKX

• 1D: 0.51%
• 1M: 3.34%
• YTD: 14.11%
• 6M: 12.58%
• 1Y: 22.60%
• 3Y*: 17.54%
• 5Y*: 8.49%
• 10Y*: 12.12%

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

ATGAX vs. BRMKX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	3.43%
BRMKX iShares Russell Mid-Cap Index Fund	2.62%

Correlation

The correlation between ATGAX and BRMKX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.84

Return for Risk

ATGAX vs. BRMKX — Risk / Return Rank

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

ATGAX

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

BRMKX

BRMKX Risk / Return Rank: 47
BRMKX Sharpe Ratio Rank: 40
BRMKX Sortino Ratio Rank: 40
BRMKX Omega Ratio Rank: 36
BRMKX Calmar Ratio Rank: 62
BRMKX Martin Ratio Rank: 59

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. BRMKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and iShares Russell Mid-Cap Index Fund (BRMKX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ATGAX	BRMKX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.71	—
Sortino ratio: Return per unit of downside risk	—	2.44	—
Omega ratio: Gain probability vs. loss probability	—	1.30	—
Calmar ratio: Return relative to maximum drawdown	—	2.90	—
Martin ratio: Return relative to average drawdown	—	11.11	—

Drawdowns

ATGAX vs. BRMKX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was -3.70%, smaller than the maximum BRMKX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for ATGAX and BRMKX.

Drawdown Indicators

	ATGAX	BRMKX	Difference
Max Drawdown Largest peak-to-trough decline	-3.70%	-40.20%	+36.50%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.17%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.07%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.04%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.20%	—
Current Drawdown Current decline from peak	0.00%	-0.23%	+0.23%
Average Drawdown Average peak-to-trough decline	-0.93%	-5.63%	+4.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.13%	—

Volatility

Volatility by Period

	ATGAX	BRMKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.47%	—
Volatility (1Y) Calculated over the trailing 1-year period	19.20%	13.86%	+5.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.20%	18.30%	+0.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.20%	19.35%	-0.15%

ATGAX vs. BRMKX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is higher than BRMKX's 0.06% expense ratio.

Dividends

ATGAX vs. BRMKX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while BRMKX's dividend yield for the trailing twelve months is around 5.22%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
ATGAX Aquila Opportunity Growth Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BRMKX iShares Russell Mid-Cap Index Fund	5.22%	5.92%	6.43%	3.02%	3.67%	4.07%	2.86%	3.95%	3.87%	19.24%	2.11%

Frequently Asked Questions

Can I hold both ATGAX and BRMKX in my portfolio?

ATGAX and BRMKX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.