ATGAX vs. TMSIX

Last updated Aug 1, 2026

ATGAX (Aquila Opportunity Growth Fund) and TMSIX (Thrivent Mid Cap Stock Fund Class S) are both Mid Cap Blend Equities funds. Their correlation of 0.82 means they have usually moved in the same direction. ATGAX charges 1.50%/yr vs 0.74%/yr for TMSIX.

Performance

ATGAX vs. TMSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aquila Opportunity Growth Fund (ATGAX) and Thrivent Mid Cap Stock Fund Class S (TMSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ATGAX

• 1D: 1.89%
• 1M: 0.32%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

TMSIX

• 1D: 0.84%
• 1M: 0.05%
• 6M: 15.58%
• YTD: 17.94%
• 1Y: 23.75%
• 3Y*: 12.02%
• 5Y*: 7.23%
• 10Y*: 12.21%
• ALL TIME*: 9.80%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ATGAX Aquila Opportunity Growth Fund	$0.00	$0.00	$0.00
TMSIX Thrivent Mid Cap Stock Fund Class S	$0.00	$0.00	$0.00

ATGAX vs. TMSIX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	2.64%
TMSIX Thrivent Mid Cap Stock Fund Class S	4.29%

Correlation

The correlation between ATGAX and TMSIX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.82

Return for Risk

ATGAX vs. TMSIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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.

TMSIX

TMSIX Risk / Return Rank: 63
TMSIX Sharpe Ratio Rank: 57
TMSIX Sortino Ratio Rank: 58
TMSIX Omega Ratio Rank: 54
TMSIX Calmar Ratio Rank: 72
TMSIX Martin Ratio Rank: 76

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ATGAX vs. TMSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Thrivent Mid Cap Stock Fund Class S (TMSIX). 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	TMSIX	Difference
Sharpe ratio: Return per unit of total volatility	—	1.42	—
Sortino ratio: Return per unit of downside risk	—	2.07	—
Omega ratio: Gain probability vs. loss probability	—	1.25	—
Calmar ratio: Return relative to maximum drawdown	—	2.31	—
Martin ratio: Return relative to average drawdown	—	9.17	—

Drawdowns

ATGAX vs. TMSIX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was -3.70%, smaller than the maximum TMSIX drawdown of -56.10%. Use the drawdown chart below to compare losses from any high point for ATGAX and TMSIX.

Drawdown Indicators

	ATGAX	TMSIX	Difference
Max Drawdown Largest peak-to-trough decline	-3.70%	-56.10%	+52.40%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.97%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.18%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-31.57%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.66%	—
Current Drawdown Current decline from peak	-0.89%	-0.60%	-0.29%
Average Drawdown Average peak-to-trough decline	-1.10%	-9.95%	+8.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.30%	—

Volatility

Volatility by Period

	ATGAX	TMSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.75%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.31%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.42%	14.66%	+1.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.42%	20.40%	-3.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.42%	20.38%	-3.96%

ATGAX vs. TMSIX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is higher than TMSIX's 0.74% expense ratio.

Dividends

ATGAX vs. TMSIX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while TMSIX's dividend yield for the trailing twelve months is around 10.51%.

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%
TMSIX Thrivent Mid Cap Stock Fund Class S	10.51%	12.39%	7.91%	1.48%	2.86%	10.77%	3.26%	2.77%	11.64%	7.92%	4.10%	11.95%

Frequently Asked Questions

Can I hold both ATGAX and TMSIX in my portfolio?

ATGAX and TMSIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.