ATGAX vs. VMCPX
Compare and contrast key facts about Aquila Opportunity Growth Fund (ATGAX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
ATGAX is managed by Aquila. It was launched on Jul 22, 1994. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
ATGAX vs. VMCPX - Performance Comparison
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ATGAX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATGAX Aquila Opportunity Growth Fund | 3.21% | 16.18% | 8.65% | 12.37% | -15.44% | 21.06% | 7.40% | 35.52% | -11.36% | 10.53% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -0.06% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 31.06% | -9.23% | 19.28% |
Returns By Period
In the year-to-date period, ATGAX achieves a 3.21% return, which is significantly higher than VMCPX's -0.06% return. Over the past 10 years, ATGAX has underperformed VMCPX with an annualized return of 8.39%, while VMCPX has yielded a comparatively higher 10.74% annualized return.
ATGAX
- 1D
- 0.89%
- 1M
- -2.71%
- YTD
- 3.21%
- 6M
- 0.97%
- 1Y
- 23.49%
- 3Y*
- 12.78%
- 5Y*
- 6.78%
- 10Y*
- 8.39%
VMCPX
- 1D
- 0.57%
- 1M
- -3.90%
- YTD
- -0.06%
- 6M
- -1.14%
- 1Y
- 11.90%
- 3Y*
- 12.83%
- 5Y*
- 6.80%
- 10Y*
- 10.74%
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ATGAX vs. VMCPX - Expense Ratio Comparison
ATGAX has a 1.50% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
ATGAX vs. VMCPX — Risk / Return Rank
ATGAX
VMCPX
ATGAX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). 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.
| ATGAX | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.74 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.14 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.05 | +1.00 |
Martin ratioReturn relative to average drawdown | 8.49 | 4.80 | +3.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATGAX | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.74 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.39 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.57 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.60 | -0.22 |
Correlation
The correlation between ATGAX and VMCPX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ATGAX vs. VMCPX - Dividend Comparison
ATGAX's dividend yield for the trailing twelve months is around 5.56%, more than VMCPX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATGAX Aquila Opportunity Growth Fund | 5.56% | 5.74% | 28.32% | 0.00% | 10.25% | 31.85% | 4.65% | 8.98% | 14.76% | 0.00% | 0.02% | 0.00% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.51% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
ATGAX vs. VMCPX - Drawdown Comparison
The maximum ATGAX drawdown since its inception was -64.74%, which is greater than VMCPX's maximum drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for ATGAX and VMCPX.
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Drawdown Indicators
| ATGAX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.74% | -39.30% | -25.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.70% | -8.24% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -27.54% | +4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | -39.30% | -1.14% |
Current DrawdownCurrent decline from peak | -3.89% | -5.55% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -5.26% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.79% | +0.21% |
Volatility
ATGAX vs. VMCPX - Volatility Comparison
Aquila Opportunity Growth Fund (ATGAX) has a higher volatility of 5.92% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.88%. This indicates that ATGAX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATGAX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 4.88% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 9.69% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.30% | 17.68% | +1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.60% | 17.65% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 18.91% | +0.36% |