AMRGX vs. SPY
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and SPDR S&P 500 ETF (SPY).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMRGX or SPY.
Correlation
The correlation between AMRGX and SPY 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.
Performance
AMRGX vs. SPY - Performance Comparison
Key characteristics
AMRGX:
0.26
SPY:
0.54
AMRGX:
0.52
SPY:
0.90
AMRGX:
1.07
SPY:
1.13
AMRGX:
0.25
SPY:
0.57
AMRGX:
0.79
SPY:
2.24
AMRGX:
6.79%
SPY:
4.82%
AMRGX:
20.20%
SPY:
20.02%
AMRGX:
-79.73%
SPY:
-55.19%
AMRGX:
-12.05%
SPY:
-7.53%
Returns By Period
In the year-to-date period, AMRGX achieves a -5.90% return, which is significantly lower than SPY's -3.30% return. Over the past 10 years, AMRGX has underperformed SPY with an annualized return of 8.46%, while SPY has yielded a comparatively higher 12.33% annualized return.
AMRGX
-5.90%
11.54%
-7.50%
5.21%
10.44%
8.46%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
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AMRGX vs. SPY - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
AMRGX vs. SPY — Risk-Adjusted Performance Rank
AMRGX
SPY
AMRGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
AMRGX vs. SPY - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 13.17%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 13.17% | 12.39% | 8.17% | 7.76% | 12.20% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
AMRGX vs. SPY - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -79.73%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AMRGX and SPY. For additional features, visit the drawdowns tool.
Volatility
AMRGX vs. SPY - Volatility Comparison
The current volatility for American Growth Fund Series One (AMRGX) is 10.50%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that AMRGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.