RCMFX vs. ATGAX

Last updated Jun 4, 2026

RCMFX (Schwartz Value Focused Fund) and ATGAX (Aquila Opportunity Growth Fund) are both Mid Cap Blend Equities funds. RCMFX charges 1.26%/yr vs 1.50%/yr for ATGAX.

Performance

RCMFX vs. ATGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwartz Value Focused Fund (RCMFX) and Aquila Opportunity Growth Fund (ATGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RCMFX

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

ATGAX

• 1D: 1.15%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RCMFX vs. ATGAX - Yearly Performance Comparison

	2026 (YTD)
RCMFX Schwartz Value Focused Fund	0.00%
ATGAX Aquila Opportunity Growth Fund	2.03%

Return for Risk

RCMFX vs. ATGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) 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.

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

Sharpe Ratios by Period

	RCMFX	ATGAX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	58.33	—

Drawdowns

Drawdown Indicators

	RCMFX	ATGAX	Difference
Max Drawdown Largest peak-to-trough decline	—	0.00%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	0.00%	—

Volatility

Volatility by Period

	RCMFX	ATGAX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	9.26%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	9.26%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	9.26%	—

RCMFX vs. ATGAX - Expense Ratio Comparison

RCMFX has a 1.26% expense ratio, which is lower than ATGAX's 1.50% expense ratio.

Dividends

RCMFX vs. ATGAX - Dividend Comparison

Neither RCMFX nor ATGAX has 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%
RCMFX Schwartz Value Focused Fund	0.00%	0.00%	30.02%	4.29%	0.87%	6.72%	2.45%	0.00%	2.81%	7.64%