PQCCX vs. ATGAX

Last updated Jul 3, 2026

PQCCX (PGIM Quant Solutions Mid-Cap Core Equity Fund) and ATGAX (Aquila Opportunity Growth Fund) are both Mid Cap Blend Equities funds. Their correlation of 0.80 suggests significant overlap in exposure. 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: -0.87%
• 1M: 1.87%
• 6M: 16.16%
• YTD: 16.16%
• 1Y: 21.82%
• 3Y*: 22.99%
• 5Y*: 13.88%
• 10Y*: —

ATGAX

• 1D: -0.36%
• 1M: 0.83%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

PQCCX vs. ATGAX - Yearly Performance Comparison

	2026 (YTD)
PQCCX PGIM Quant Solutions Mid-Cap Core Equity Fund	2.97%
ATGAX Aquila Opportunity Growth Fund	2.88%

Correlation

The correlation between PQCCX and ATGAX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.80

Return for Risk

PQCCX vs. ATGAX — Risk / Return Rank

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

PQCCX

PQCCX Risk / Return Rank: 50
PQCCX Sharpe Ratio Rank: 41
PQCCX Sortino Ratio Rank: 43
PQCCX Omega Ratio Rank: 38
PQCCX Calmar Ratio Rank: 68
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) 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.

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	1.47	—	—
Sortino ratio: Return per unit of downside risk	2.16	—	—
Omega ratio: Gain probability vs. loss probability	1.26	—	—
Calmar ratio: Return relative to maximum drawdown	2.60	—	—
Martin ratio: Return relative to average drawdown	9.49	—	—

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	-1.09%	-0.53%	-0.56%
Average Drawdown Average peak-to-trough decline	-8.01%	-0.98%	-7.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	—	—

Volatility

Volatility by Period

	PQCCX	ATGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.74%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.82%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.86%	18.27%	-2.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.63%	18.27%	+10.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.68%	18.27%	+8.41%

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 3.04%, 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	3.04%	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 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.