ATGAX vs. LMOPX

Last updated Jun 3, 2026

ATGAX (Aquila Opportunity Growth Fund) and LMOPX (Miller Opportunity Trust) 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 1.95%/yr for LMOPX.

Performance

ATGAX vs. LMOPX - Performance Comparison

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

LMOPX

• 1D: -0.43%
• 1M: 1.99%
• YTD: 8.03%
• 6M: 11.64%
• 1Y: 44.76%
• 3Y*: 26.82%
• 5Y*: 3.25%
• 10Y*: 12.83%

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

ATGAX vs. LMOPX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	0.87%
LMOPX Miller Opportunity Trust	-0.54%

Correlation

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

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

LMOPX

LMOPX Risk / Return Rank: 49
LMOPX Sharpe Ratio Rank: 54
LMOPX Sortino Ratio Rank: 48
LMOPX Omega Ratio Rank: 46
LMOPX Calmar Ratio Rank: 52
LMOPX Martin Ratio Rank: 46

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. LMOPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Miller Opportunity Trust (LMOPX). 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	LMOPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.17	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.12	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.45	—
Sharpe Ratio (All Time) Calculated using the full available price history	30.24	0.27	+29.97

Drawdowns

ATGAX vs. LMOPX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was 0.00%, smaller than the maximum LMOPX drawdown of -81.54%. Use the drawdown chart below to compare losses from any high point for ATGAX and LMOPX.

Drawdown Indicators

	ATGAX	LMOPX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-81.54%	+81.54%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.96%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-29.19%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-52.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-53.03%	—
Current Drawdown Current decline from peak	0.00%	-0.54%	+0.54%
Average Drawdown Average peak-to-trough decline	0.00%	-21.17%	+21.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.51%	—

Volatility

Volatility by Period

	ATGAX	LMOPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.39%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.70%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.31%	20.93%	-11.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	28.11%	-18.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	28.86%	-19.55%

ATGAX vs. LMOPX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is lower than LMOPX's 1.95% expense ratio.

Dividends

ATGAX vs. LMOPX - Dividend Comparison

Neither ATGAX nor LMOPX has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021
ATGAX Aquila Opportunity Growth Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LMOPX Miller Opportunity Trust	0.00%	0.00%	0.00%	0.00%	14.45%	1.28%

Frequently Asked Questions

Can I hold both ATGAX and LMOPX in my portfolio?

ATGAX and LMOPX 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.