ATGAX vs. TARKX

Last updated Jun 3, 2026

ATGAX (Aquila Opportunity Growth Fund) and TARKX (Tarkio 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 TARKX.

Performance

ATGAX vs. TARKX - Performance Comparison

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

TARKX

• 1D: -1.20%
• 1M: 3.78%
• YTD: 22.10%
• 6M: 22.24%
• 1Y: 63.66%
• 3Y*: 28.75%
• 5Y*: 10.66%
• 10Y*: 15.04%

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

ATGAX vs. TARKX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	0.87%
TARKX Tarkio Fund	-1.08%

Correlation

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

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

TARKX

TARKX Risk / Return Rank: 62
TARKX Sharpe Ratio Rank: 61
TARKX Sortino Ratio Rank: 51
TARKX Omega Ratio Rank: 48
TARKX Calmar Ratio Rank: 79
TARKX Martin Ratio Rank: 70

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. TARKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Tarkio Fund (TARKX). 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	TARKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.30	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.39	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.57	—
Sharpe Ratio (All Time) Calculated using the full available price history	30.24	0.55	+29.69

Drawdowns

ATGAX vs. TARKX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was 0.00%, smaller than the maximum TARKX drawdown of -40.55%. Use the drawdown chart below to compare losses from any high point for ATGAX and TARKX.

Drawdown Indicators

	ATGAX	TARKX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-40.55%	+40.55%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.99%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-36.99%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-40.38%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.55%	—
Current Drawdown Current decline from peak	0.00%	-1.61%	+1.61%
Average Drawdown Average peak-to-trough decline	0.00%	-10.37%	+10.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.55%	—

Volatility

Volatility by Period

	ATGAX	TARKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	20.95%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.31%	27.49%	-18.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	27.52%	-18.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	26.67%	-17.36%

ATGAX vs. TARKX - Expense Ratio Comparison

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

Dividends

ATGAX vs. TARKX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while TARKX's dividend yield for the trailing twelve months is around 4.51%.

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%
TARKX Tarkio Fund	4.51%	5.50%	1.51%	2.98%	10.62%	1.40%	0.50%	5.21%	3.34%	1.70%	0.47%	0.36%

Frequently Asked Questions

Can I hold both ATGAX and TARKX in my portfolio?

ATGAX and TARKX 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.