CIHIX vs. AQLGX

Last updated Aug 4, 2026

CIHIX (Cullen International High Dividend Fund) and AQLGX (Alta Quality Growth Fund) are both mutual funds - CIHIX is a Foreign Large Cap Equities fund managed by Cullen, while AQLGX is a Quality Factor fund managed by Alta Capital. Their 0.56 correlation means they have sometimes moved together and sometimes differently. CIHIX charges 1.00%/yr vs 1.18%/yr for AQLGX.

Performance

CIHIX vs. AQLGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cullen International High Dividend Fund (CIHIX) and Alta Quality Growth Fund (AQLGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CIHIX

• 1D: -0.07%
• 1M: 3.65%
• 6M: 7.46%
• YTD: 14.00%
• 1Y: 25.34%
• 3Y*: 17.69%
• 5Y*: 9.91%
• 10Y*: 8.07%
• ALL TIME*: 5.45%

AQLGX

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

*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)
CIHIX Cullen International High Dividend Fund	$0.00	$0.00	$0.00

CIHIX vs. AQLGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
CIHIX Cullen International High Dividend Fund	14.00%	29.49%	4.12%	17.81%	-11.99%	11.24%	3.07%	21.30%	0.41%
AQLGX Alta Quality Growth Fund	0.00%	8.35%	13.01%	30.70%	-29.35%	20.05%	20.21%	34.04%	2.12%

Correlation

The correlation between CIHIX and AQLGX is 0.19, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.19
Correlation (3Y) Balances recent behavior with more history.	0.35
Correlation (5Y) Shows whether the relationship held over a longer period.	0.49
Correlation (All Time) Calculated using the full available price history since Dec 20, 2018	0.56

Over the past year, the correlation between CIHIX and AQLGX has dropped to 0.19 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

Return for Risk

CIHIX vs. AQLGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CIHIX

CIHIX Risk / Return Rank: 78
CIHIX Sharpe Ratio Rank: 88
CIHIX Sortino Ratio Rank: 84
CIHIX Omega Ratio Rank: 83
CIHIX Calmar Ratio Rank: 74
CIHIX Martin Ratio Rank: 59

AQLGX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

CIHIX vs. AQLGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cullen International High Dividend Fund (CIHIX) and Alta Quality Growth Fund (AQLGX). 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.

	CIHIX	AQLGX	Difference
Sharpe ratio: Return per unit of total volatility	2.20	—	—
Sortino ratio: Return per unit of downside risk	3.05	—	—
Omega ratio: Gain probability vs. loss probability	1.41	—	—
Calmar ratio: Return relative to maximum drawdown	2.54	—	—
Martin ratio: Return relative to average drawdown	8.32	—	—

Drawdowns

Drawdown Indicators

	CIHIX	AQLGX	Difference
Max Drawdown Largest peak-to-trough decline	-59.67%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-10.14%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.57%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.10%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-34.18%	—	—
Current Drawdown Current decline from peak	-0.07%	—	—
Average Drawdown Average peak-to-trough decline	-14.46%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.09%	—	—

Volatility

Volatility by Period

	CIHIX	AQLGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.36%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.77%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.27%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.16%	—	—

CIHIX vs. AQLGX - Expense Ratio Comparison

CIHIX has a 1.00% expense ratio, which is lower than AQLGX's 1.18% expense ratio.

Dividends

CIHIX vs. AQLGX - Dividend Comparison

CIHIX's dividend yield for the trailing twelve months is around 3.98%, less than AQLGX's 85.67% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AQLGX Alta Quality Growth Fund	85.67%	85.67%	9.23%	0.11%	6.55%	1.90%	0.05%	2.83%	0.00%	0.00%	0.00%	0.00%
CIHIX Cullen International High Dividend Fund	3.98%	3.18%	5.22%	4.04%	1.16%	3.01%	2.22%	3.54%	3.13%	3.35%	3.09%	2.93%

Frequently Asked Questions

Can I hold both CIHIX and AQLGX in my portfolio?

CIHIX and AQLGX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.