ATGAX vs. BTMFX

Last updated Jun 3, 2026

ATGAX (Aquila Opportunity Growth Fund) and BTMFX (Boston Trust Midcap 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 1.00%/yr for BTMFX.

Performance

ATGAX vs. BTMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aquila Opportunity Growth Fund (ATGAX) and Boston Trust Midcap Fund (BTMFX). 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*: —

BTMFX

• 1D: 0.21%
• 1M: 0.82%
• YTD: 1.66%
• 6M: 1.84%
• 1Y: 6.28%
• 3Y*: 9.20%
• 5Y*: 5.59%
• 10Y*: 10.05%

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

ATGAX vs. BTMFX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	0.87%
BTMFX Boston Trust Midcap Fund	0.47%

Correlation

The correlation between ATGAX and BTMFX 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. BTMFX — Risk / Return Rank

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

BTMFX

BTMFX Risk / Return Rank: 6
BTMFX Sharpe Ratio Rank: 6
BTMFX Sortino Ratio Rank: 6
BTMFX Omega Ratio Rank: 6
BTMFX Calmar Ratio Rank: 7
BTMFX Martin Ratio Rank: 7

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. BTMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Boston Trust Midcap Fund (BTMFX). 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	BTMFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.51	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.36	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.58	—
Sharpe Ratio (All Time) Calculated using the full available price history	30.24	0.48	+29.76

Drawdowns

ATGAX vs. BTMFX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was 0.00%, smaller than the maximum BTMFX drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for ATGAX and BTMFX.

Drawdown Indicators

	ATGAX	BTMFX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-49.26%	+49.26%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.79%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.77%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.79%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.14%	—
Current Drawdown Current decline from peak	0.00%	-2.79%	+2.79%
Average Drawdown Average peak-to-trough decline	0.00%	-6.17%	+6.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.79%	—

Volatility

Volatility by Period

	ATGAX	BTMFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.90%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.99%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.31%	11.82%	-2.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	15.75%	-6.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	17.44%	-8.13%

ATGAX vs. BTMFX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is higher than BTMFX's 1.00% expense ratio.

Dividends

ATGAX vs. BTMFX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while BTMFX's dividend yield for the trailing twelve months is around 10.69%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%	0.00%
BTMFX Boston Trust Midcap Fund	10.69%	10.86%	4.23%	4.41%	4.71%	4.91%	1.98%	6.95%	5.96%	6.61%	7.03%	6.60%

Frequently Asked Questions

Can I hold both ATGAX and BTMFX in my portfolio?

ATGAX and BTMFX 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.