ATGAX vs. WHGMX

Last updated Jun 3, 2026

ATGAX (Aquila Opportunity Growth Fund) and WHGMX (Westwood Quality SMidCap 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 0.88%/yr for WHGMX.

Performance

ATGAX vs. WHGMX - Performance Comparison

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

WHGMX

• 1D: -0.70%
• 1M: 0.77%
• YTD: 12.30%
• 6M: 14.36%
• 1Y: 26.27%
• 3Y*: 15.82%
• 5Y*: 7.68%
• 10Y*: 9.78%

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

ATGAX vs. WHGMX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	0.87%
WHGMX Westwood Quality SMidCap Fund	-1.34%

Correlation

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

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

WHGMX

WHGMX Risk / Return Rank: 39
WHGMX Sharpe Ratio Rank: 34
WHGMX Sortino Ratio Rank: 36
WHGMX Omega Ratio Rank: 31
WHGMX Calmar Ratio Rank: 49
WHGMX Martin Ratio Rank: 42

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. WHGMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Westwood Quality SMidCap Fund (WHGMX). 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	WHGMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.69	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.41	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	30.24	0.45	+29.79

Drawdowns

ATGAX vs. WHGMX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was 0.00%, smaller than the maximum WHGMX drawdown of -47.99%. Use the drawdown chart below to compare losses from any high point for ATGAX and WHGMX.

Drawdown Indicators

	ATGAX	WHGMX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-47.99%	+47.99%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.68%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.78%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.78%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.26%	—
Current Drawdown Current decline from peak	0.00%	-2.70%	+2.70%
Average Drawdown Average peak-to-trough decline	0.00%	-7.20%	+7.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.88%	—

Volatility

Volatility by Period

	ATGAX	WHGMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.89%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.46%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.31%	15.46%	-6.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	18.83%	-9.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	20.30%	-10.99%

ATGAX vs. WHGMX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is higher than WHGMX's 0.88% expense ratio.

Dividends

ATGAX vs. WHGMX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while WHGMX's dividend yield for the trailing twelve months is around 4.63%.

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%
WHGMX Westwood Quality SMidCap Fund	4.63%	5.19%	1.21%	2.92%	1.52%	16.39%	2.83%	11.93%	19.09%	12.12%	1.40%	7.40%

Frequently Asked Questions

Can I hold both ATGAX and WHGMX in my portfolio?

ATGAX and WHGMX 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.