AMRGX vs. QCGRIX
AMRGX (American Growth Fund Series One) and QCGRIX (CREF Growth Account Class R3) are both Large Cap Growth Equities funds. Over the past year, AMRGX returned 35.43% vs 17.08% for QCGRIX. A 0.65 correlation means they provide meaningful diversification when combined. AMRGX charges 4.07%/yr vs 0.21%/yr for QCGRIX.
Performance
AMRGX vs. QCGRIX - Performance Comparison
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Returns By Period
In the year-to-date period, AMRGX achieves a 17.64% return, which is significantly higher than QCGRIX's 7.09% return.
AMRGX
- 1D
- 0.25%
- 1M
- 0.50%
- 6M
- 14.14%
- YTD
- 17.64%
- 1Y
- 35.43%
- 3Y*
- 18.86%
- 5Y*
- 9.95%
- 10Y*
- 11.97%
QCGRIX
- 1D
- 0.35%
- 1M
- 2.55%
- 6M
- 5.58%
- YTD
- 7.09%
- 1Y
- 17.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AMRGX vs. QCGRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AMRGX American Growth Fund Series One | 17.64% | 11.18% | -2.41% |
QCGRIX CREF Growth Account Class R3 | 7.09% | 14.41% | 0.00% |
Correlation
The correlation between AMRGX and QCGRIX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2024 | 0.65 |
The correlation between AMRGX and QCGRIX has been stable across timeframes, ranging from 0.65 to 0.65 - a consistent structural relationship.
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Return for Risk
AMRGX vs. QCGRIX — Risk / Return Rank
AMRGX
QCGRIX
AMRGX vs. QCGRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and CREF Growth Account Class R3 (QCGRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMRGX | QCGRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.17 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.02 | +1.51 |
| Martin ratioReturn relative to average drawdown | 6.09 | 3.23 | +2.86 |
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Drawdowns
AMRGX vs. QCGRIX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.32%, which is greater than QCGRIX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for AMRGX and QCGRIX.
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Drawdown Indicators
| AMRGX | QCGRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.32% | -23.93% | -56.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -16.69% | +2.71% |
Max Drawdown (3Y)Largest decline over 3 years | -21.15% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | — | — |
Current DrawdownCurrent decline from peak | -4.83% | -2.66% | -2.17% |
Average DrawdownAverage peak-to-trough decline | -40.11% | -4.92% | -35.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.76% | 5.23% | +0.53% |
Volatility
AMRGX vs. QCGRIX - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 9.12% compared to CREF Growth Account Class R3 (QCGRIX) at 6.68%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than QCGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRGX | QCGRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.12% | 6.68% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 17.16% | 13.89% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.48% | 17.78% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 21.01% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.61% | 21.01% | +0.60% |
AMRGX vs. QCGRIX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than QCGRIX's 0.21% expense ratio.
Dividends
AMRGX vs. QCGRIX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 15.15%, while QCGRIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.15% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% |
QCGRIX CREF Growth Account Class R3 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AMRGX and QCGRIX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMRGX has higher volatility (9.12%) compared to QCGRIX (6.68%). In terms of maximum drawdown, AMRGX dropped -80.32% vs QCGRIX's -23.93%.
AMRGX currently has the higher Sharpe Ratio (1.24 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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