Nasdaq - Delayed Quote • USD
Aquila Opportunity Growth A (ATGAX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the fund's 70% policy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 3.46% |
| 5y Average Return | 7.82% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ATGAX | Category Average | ATGAX | Category Average | ATGAX | Category Average | |
| Alpha | -4.66 | -0.06 | -4.49 | -0.05 | -3.19 | -0.04 |
| BETA | 0.94 | 0.01 | 0.97 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 0.91 | 0.01 | 0.81 | 0.01 |
| R-squared | 86.52 | 0.88 | 86.63 | 0.85 | 85.83 | 0.84 |
| Standard Deviation | 17.7 | 0.23 | 19.2 | 0.19 | 15.68 | 0.17 |
| Sharpe Ratio | 0.24 | 0.01 | 0.46 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 3.02 | 0.11 | 7.49 | 0.11 | 7.64 | 0.1 |
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