AMAGX vs. AMRGX
Compare and contrast key facts about Amana Mutual Funds Trust Growth Fund (AMAGX) and American Growth Fund Series One (AMRGX).
AMAGX is managed by Amana. It was launched on Feb 3, 1994. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
AMAGX vs. AMRGX - Performance Comparison
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AMAGX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMAGX Amana Mutual Funds Trust Growth Fund | -3.22% | 17.62% | 15.73% | 25.67% | -19.49% | 31.51% | 32.93% | 33.09% | 2.47% | 28.91% |
AMRGX American Growth Fund Series One | 1.60% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Returns By Period
In the year-to-date period, AMAGX achieves a -3.22% return, which is significantly lower than AMRGX's 1.60% return. Over the past 10 years, AMAGX has outperformed AMRGX with an annualized return of 15.74%, while AMRGX has yielded a comparatively lower 10.73% annualized return.
AMAGX
- 1D
- 3.57%
- 1M
- -6.50%
- YTD
- -3.22%
- 6M
- -1.86%
- 1Y
- 23.71%
- 3Y*
- 15.41%
- 5Y*
- 10.77%
- 10Y*
- 15.74%
AMRGX
- 1D
- 2.95%
- 1M
- -8.89%
- YTD
- 1.60%
- 6M
- 10.24%
- 1Y
- 18.83%
- 3Y*
- 15.12%
- 5Y*
- 7.66%
- 10Y*
- 10.73%
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AMAGX vs. AMRGX - Expense Ratio Comparison
AMAGX has a 0.91% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
AMAGX vs. AMRGX — Risk / Return Rank
AMAGX
AMRGX
AMAGX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amana Mutual Funds Trust Growth Fund (AMAGX) and American Growth Fund Series One (AMRGX). 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.
| AMAGX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.71 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.25 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.20 | +0.88 |
Martin ratioReturn relative to average drawdown | 8.67 | 2.91 | +5.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMAGX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.71 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.35 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.51 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.10 | +0.55 |
Correlation
The correlation between AMAGX and AMRGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AMAGX vs. AMRGX - Dividend Comparison
AMAGX has not paid dividends to shareholders, while AMRGX's dividend yield for the trailing twelve months is around 17.54%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 3.95% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% |
AMRGX American Growth Fund Series One | 17.54% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMAGX vs. AMRGX - Drawdown Comparison
The maximum AMAGX drawdown since its inception was -57.64%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for AMAGX and AMRGX.
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Drawdown Indicators
| AMAGX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -80.32% | +22.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -13.98% | +2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | -35.42% | +7.33% |
Max Drawdown (10Y)Largest decline over 10 years | -28.09% | -35.42% | +7.33% |
Current DrawdownCurrent decline from peak | -7.87% | -11.44% | +3.57% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -40.45% | +30.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 5.78% | -2.94% |
Volatility
AMAGX vs. AMRGX - Volatility Comparison
Amana Mutual Funds Trust Growth Fund (AMAGX) and American Growth Fund Series One (AMRGX) have volatilities of 7.18% and 7.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMAGX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.18% | 7.00% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 23.66% | -11.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 28.35% | -7.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 21.88% | -3.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 21.32% | -3.01% |