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AMRGX vs. IMANX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AMRGX vs. IMANX - Performance Comparison

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

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AMRGX vs. IMANX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMRGX
American Growth Fund Series One
-1.31%11.18%16.61%24.38%-19.93%15.64%18.65%36.73%-9.07%13.37%
IMANX
Iman Fund
-3.22%17.91%20.60%29.36%-29.79%17.07%19.88%34.69%-6.17%28.52%

Returns By Period

In the year-to-date period, AMRGX achieves a -1.31% return, which is significantly higher than IMANX's -3.22% return. Over the past 10 years, AMRGX has underperformed IMANX with an annualized return of 10.41%, while IMANX has yielded a comparatively higher 12.09% annualized return.


AMRGX

1D
-1.60%
1M
-10.92%
YTD
-1.31%
6M
7.51%
1Y
16.26%
3Y*
14.01%
5Y*
7.34%
10Y*
10.41%

IMANX

1D
-1.29%
1M
-8.98%
YTD
-3.22%
6M
0.07%
1Y
22.57%
3Y*
16.43%
5Y*
7.83%
10Y*
12.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AMRGX vs. IMANX - Expense Ratio Comparison

AMRGX has a 4.07% expense ratio, which is higher than IMANX's 1.28% expense ratio.


Return for Risk

AMRGX vs. IMANX — Risk / Return Rank

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

AMRGX
AMRGX Risk / Return Rank: 3232
Overall Rank
AMRGX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AMRGX Sortino Ratio Rank: 3333
Sortino Ratio Rank
AMRGX Omega Ratio Rank: 4545
Omega Ratio Rank
AMRGX Calmar Ratio Rank: 3737
Calmar Ratio Rank
AMRGX Martin Ratio Rank: 2222
Martin Ratio Rank

IMANX
IMANX Risk / Return Rank: 7070
Overall Rank
IMANX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
IMANX Sortino Ratio Rank: 7070
Sortino Ratio Rank
IMANX Omega Ratio Rank: 6666
Omega Ratio Rank
IMANX Calmar Ratio Rank: 7171
Calmar Ratio Rank
IMANX Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMRGX vs. IMANX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and Iman Fund (IMANX). 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.


AMRGXIMANXDifference

Sharpe ratio

Return per unit of total volatility

0.62

1.14

-0.52

Sortino ratio

Return per unit of downside risk

1.12

1.73

-0.61

Omega ratio

Gain probability vs. loss probability

1.19

1.24

-0.05

Calmar ratio

Return relative to maximum drawdown

0.99

1.61

-0.63

Martin ratio

Return relative to average drawdown

2.37

7.25

-4.88

AMRGX vs. IMANX - Sharpe Ratio Comparison

The current AMRGX Sharpe Ratio is 0.62, which is lower than the IMANX Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of AMRGX and IMANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AMRGXIMANXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

1.14

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.38

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.59

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.28

-0.18

Correlation

The correlation between AMRGX and IMANX is 0.85, 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

AMRGX vs. IMANX - Dividend Comparison

AMRGX's dividend yield for the trailing twelve months is around 18.06%, more than IMANX's 0.13% yield.


TTM20252024202320222021202020192018201720162015
AMRGX
American Growth Fund Series One
18.06%17.82%12.39%8.17%7.77%12.21%2.36%0.00%0.00%0.00%0.00%0.00%
IMANX
Iman Fund
0.13%0.12%0.00%0.00%1.43%20.20%2.72%12.50%12.25%8.71%7.93%4.32%

Drawdowns

AMRGX vs. IMANX - Drawdown Comparison

The maximum AMRGX drawdown since its inception was -80.32%, which is greater than IMANX's maximum drawdown of -56.64%. Use the drawdown chart below to compare losses from any high point for AMRGX and IMANX.


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Drawdown Indicators


AMRGXIMANXDifference

Max Drawdown

Largest peak-to-trough decline

-80.32%

-56.64%

-23.68%

Max Drawdown (1Y)

Largest decline over 1 year

-13.98%

-12.65%

-1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-35.42%

-36.32%

+0.90%

Max Drawdown (10Y)

Largest decline over 10 years

-35.42%

-36.32%

+0.90%

Current Drawdown

Current decline from peak

-13.98%

-10.58%

-3.40%

Average Drawdown

Average peak-to-trough decline

-40.45%

-16.82%

-23.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.82%

2.81%

+3.01%

Volatility

AMRGX vs. IMANX - Volatility Comparison

American Growth Fund Series One (AMRGX) has a higher volatility of 6.18% compared to Iman Fund (IMANX) at 5.64%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than IMANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMRGXIMANXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.18%

5.64%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

23.49%

11.80%

+11.69%

Volatility (1Y)

Calculated over the trailing 1-year period

28.26%

20.26%

+8.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.84%

20.55%

+1.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.30%

20.65%

+0.65%