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MONEY
Best savings accounts that offer above inflation rates
How to earn the most interest on your savings
Aquila Opportunity Growth A (ATGAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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42.93
+0.13
(+0.30%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
21
Number of years down
8
Best 1-yr total return (8 May 2024)
37.22%
Worst 1-yr total return (8 May 2024)
N/A
Risk statistics
3 years
ATGAX
Category average
5 years
ATGAX
Category average
10 years
ATGAX
Category average
Alpha
-5.2
-0.06
-4.49
-0.05
-3.2
-0.04
BETA
0.93
0.01
0.97
0.01
0.96
0.01
Mean annual return
0.31
0.01
0.78
0.01
0.77
0.01
R-squared
86.63
0.88
86.81
0.85
86.01
0.84
Standard deviation
17.63
0.23
19.31
0.19
15.77
0.17
Sharpe ratio
0.03
0.01
0.37
0.01
0.49
0.01
Treynor ratio
-1.01
0.11
5.66
0.11
7.06
0.1
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