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AMRGX vs. HTGC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMRGX and HTGC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

AMRGX vs. HTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Growth Fund Series One (AMRGX) and Hercules Capital, Inc. (HTGC). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
129.37%
848.06%
AMRGX
HTGC

Key characteristics

Sharpe Ratio

AMRGX:

-0.32

HTGC:

0.22

Sortino Ratio

AMRGX:

-0.28

HTGC:

0.45

Omega Ratio

AMRGX:

0.96

HTGC:

1.07

Calmar Ratio

AMRGX:

-0.18

HTGC:

0.23

Martin Ratio

AMRGX:

-0.66

HTGC:

0.70

Ulcer Index

AMRGX:

10.92%

HTGC:

8.28%

Daily Std Dev

AMRGX:

22.78%

HTGC:

25.83%

Max Drawdown

AMRGX:

-84.03%

HTGC:

-68.50%

Current Drawdown

AMRGX:

-37.28%

HTGC:

-18.74%

Returns By Period

In the year-to-date period, AMRGX achieves a -10.01% return, which is significantly higher than HTGC's -11.02% return. Over the past 10 years, AMRGX has underperformed HTGC with an annualized return of 3.58%, while HTGC has yielded a comparatively higher 13.26% annualized return.


AMRGX

YTD

-10.01%

1M

-5.07%

6M

-22.37%

1Y

-5.20%

5Y*

2.54%

10Y*

3.58%

HTGC

YTD

-11.02%

1M

-8.84%

6M

-9.59%

1Y

3.08%

5Y*

28.31%

10Y*

13.26%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AMRGX vs. HTGC — Risk-Adjusted Performance Rank

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

AMRGX
The Risk-Adjusted Performance Rank of AMRGX is 1515
Overall Rank
The Sharpe Ratio Rank of AMRGX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of AMRGX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of AMRGX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of AMRGX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of AMRGX is 1616
Martin Ratio Rank

HTGC
The Risk-Adjusted Performance Rank of HTGC is 6060
Overall Rank
The Sharpe Ratio Rank of HTGC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of HTGC is 5353
Sortino Ratio Rank
The Omega Ratio Rank of HTGC is 5454
Omega Ratio Rank
The Calmar Ratio Rank of HTGC is 6565
Calmar Ratio Rank
The Martin Ratio Rank of HTGC is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMRGX vs. HTGC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and Hercules Capital, Inc. (HTGC). 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.


Sharpe ratio
The chart of Sharpe ratio for AMRGX, currently valued at -0.32, compared to the broader market-1.000.001.002.003.00
AMRGX: -0.32
HTGC: 0.22
The chart of Sortino ratio for AMRGX, currently valued at -0.28, compared to the broader market-2.000.002.004.006.008.00
AMRGX: -0.28
HTGC: 0.45
The chart of Omega ratio for AMRGX, currently valued at 0.96, compared to the broader market0.501.001.502.002.503.00
AMRGX: 0.96
HTGC: 1.07
The chart of Calmar ratio for AMRGX, currently valued at -0.23, compared to the broader market0.002.004.006.008.0010.00
AMRGX: -0.23
HTGC: 0.23
The chart of Martin ratio for AMRGX, currently valued at -0.66, compared to the broader market0.0010.0020.0030.0040.0050.00
AMRGX: -0.66
HTGC: 0.70

The current AMRGX Sharpe Ratio is -0.32, which is lower than the HTGC Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of AMRGX and HTGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
-0.32
0.22
AMRGX
HTGC

Dividends

AMRGX vs. HTGC - Dividend Comparison

AMRGX has not paid dividends to shareholders, while HTGC's dividend yield for the trailing twelve months is around 9.12%.


TTM20242023202220212020201920182017201620152014
AMRGX
American Growth Fund Series One
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HTGC
Hercules Capital, Inc.
9.12%7.96%11.40%14.90%9.34%9.57%9.49%11.40%9.45%8.79%10.17%8.33%

Drawdowns

AMRGX vs. HTGC - Drawdown Comparison

The maximum AMRGX drawdown since its inception was -84.03%, which is greater than HTGC's maximum drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for AMRGX and HTGC. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.70%
-18.74%
AMRGX
HTGC

Volatility

AMRGX vs. HTGC - Volatility Comparison

American Growth Fund Series One (AMRGX) and Hercules Capital, Inc. (HTGC) have volatilities of 12.63% and 13.17%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.63%
13.17%
AMRGX
HTGC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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