PQCCX vs. ATGAX

Last updated Aug 1, 2026

PQCCX (PGIM Quant Solutions Mid-Cap Core Equity Fund) and ATGAX (Aquila Opportunity Growth Fund) are both Mid Cap Blend Equities funds. Their 0.78 correlation means they have sometimes moved together and sometimes differently. PQCCX charges 0.81%/yr vs 1.50%/yr for ATGAX.

Performance

PQCCX vs. ATGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Quant Solutions Mid-Cap Core Equity Fund (PQCCX) and Aquila Opportunity Growth Fund (ATGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PQCCX

• 1D: 0.81%
• 1M: -0.97%
• 6M: 10.17%
• YTD: 14.53%
• 1Y: 22.65%
• 3Y*: 20.68%
• 5Y*: 13.50%
• 10Y*: —
• ALL TIME*: 11.69%

ATGAX

• 1D: 1.89%
• 1M: 0.32%
• 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)
ATGAX Aquila Opportunity Growth Fund	$0.00	$0.00	$0.00
PQCCX PGIM Quant Solutions Mid-Cap Core Equity Fund	$0.00	$0.00	$0.00

PQCCX vs. ATGAX - Yearly Performance Comparison

	2026 (YTD)
PQCCX PGIM Quant Solutions Mid-Cap Core Equity Fund	1.53%
ATGAX Aquila Opportunity Growth Fund	2.64%

Correlation

The correlation between PQCCX and ATGAX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.78

Return for Risk

PQCCX vs. ATGAX — Risk / Return Rank

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

PQCCX

PQCCX Risk / Return Rank: 48
PQCCX Sharpe Ratio Rank: 38
PQCCX Sortino Ratio Rank: 41
PQCCX Omega Ratio Rank: 37
PQCCX Calmar Ratio Rank: 62
PQCCX Martin Ratio Rank: 60

ATGAX

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.

PQCCX vs. ATGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Mid-Cap Core Equity Fund (PQCCX) and Aquila Opportunity Growth Fund (ATGAX). 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.

	PQCCX	ATGAX	Difference
Sharpe ratio: Return per unit of total volatility	1.24	—	—
Sortino ratio: Return per unit of downside risk	1.87	—	—
Omega ratio: Gain probability vs. loss probability	1.22	—	—
Calmar ratio: Return relative to maximum drawdown	2.19	—	—
Martin ratio: Return relative to average drawdown	8.01	—	—

Drawdowns

PQCCX vs. ATGAX - Drawdown Comparison

The maximum PQCCX drawdown since its inception was -45.27%, which is greater than ATGAX's maximum drawdown of -3.70%. Use the drawdown chart below to compare losses from any high point for PQCCX and ATGAX.

Drawdown Indicators

	PQCCX	ATGAX	Difference
Max Drawdown Largest peak-to-trough decline	-45.27%	-3.70%	-41.57%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-34.53%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-34.53%	—	—
Current Drawdown Current decline from peak	-2.48%	-0.89%	-1.59%
Average Drawdown Average peak-to-trough decline	-7.96%	-1.10%	-6.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.46%	—	—

Volatility

Volatility by Period

	PQCCX	ATGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.53%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.65%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.77%	16.42%	-0.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.55%	16.42%	+12.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.59%	16.42%	+10.17%

PQCCX vs. ATGAX - Expense Ratio Comparison

PQCCX has a 0.81% expense ratio, which is lower than ATGAX's 1.50% expense ratio.

Dividends

PQCCX vs. ATGAX - Dividend Comparison

PQCCX's dividend yield for the trailing twelve months is around 3.09%, while ATGAX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
PQCCX PGIM Quant Solutions Mid-Cap Core Equity Fund	3.09%	3.54%	38.85%	7.15%	17.18%	26.66%	0.71%	1.00%	7.37%	2.85%

Frequently Asked Questions

Can I hold both PQCCX and ATGAX in my portfolio?

PQCCX and ATGAX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.