AMRGX vs. USNQX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and USAA Nasdaq 100 Index Fund (USNQX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. USNQX is managed by Victory. It was launched on Oct 27, 2000.
Performance
AMRGX vs. USNQX - Performance Comparison
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Returns By Period
In the year-to-date period, AMRGX achieves a 3.06% return, which is significantly higher than USNQX's -4.71% return. Over the past 10 years, AMRGX has underperformed USNQX with an annualized return of 10.99%, while USNQX has yielded a comparatively higher 18.76% annualized return.
AMRGX
- 1D
- -0.14%
- 1M
- -5.35%
- YTD
- 3.06%
- 6M
- 9.19%
- 1Y
- 31.34%
- 3Y*
- 15.67%
- 5Y*
- 7.96%
- 10Y*
- 10.99%
USNQX
- 1D
- 0.10%
- 1M
- -3.85%
- YTD
- -4.71%
- 6M
- -2.92%
- 1Y
- 38.58%
- 3Y*
- 22.73%
- 5Y*
- 12.90%
- 10Y*
- 18.76%
AMRGX vs. USNQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 3.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
USNQX USAA Nasdaq 100 Index Fund | -4.71% | 20.52% | 25.42% | 54.46% | -32.71% | 26.82% | 48.31% | 38.86% | -0.43% | 32.30% |
Correlation
The correlation between AMRGX and USNQX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
AMRGX vs. USNQX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than USNQX's 0.42% expense ratio.
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Return for Risk
AMRGX vs. USNQX — Risk / Return Rank
AMRGX
USNQX
AMRGX vs. USNQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and USAA Nasdaq 100 Index Fund (USNQX). 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.
| AMRGX | USNQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.02 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.60 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.89 | -0.50 |
Martin ratioReturn relative to average drawdown | 3.35 | 6.85 | -3.50 |
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
| AMRGX | USNQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.02 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.57 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.83 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.33 | -0.23 |
Drawdowns
AMRGX vs. USNQX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -80.32%, which is greater than USNQX's maximum drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for AMRGX and USNQX.
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Drawdown Indicators
| AMRGX | USNQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.32% | -76.24% | -4.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -12.07% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -36.95% | +1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -36.95% | +1.53% |
Current DrawdownCurrent decline from peak | -10.17% | -7.88% | -2.29% |
Average DrawdownAverage peak-to-trough decline | -40.44% | -26.92% | -13.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 3.51% | +2.31% |
Volatility
AMRGX vs. USNQX - Volatility Comparison
American Growth Fund Series One (AMRGX) has a higher volatility of 7.09% compared to USAA Nasdaq 100 Index Fund (USNQX) at 6.43%. This indicates that AMRGX's price experiences larger fluctuations and is considered to be riskier than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMRGX | USNQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 6.43% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 23.70% | 12.94% | +10.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.38% | 22.77% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 22.90% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 22.61% | -1.29% |
Dividends
AMRGX vs. USNQX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 17.29%, more than USNQX's 3.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 17.29% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USNQX USAA Nasdaq 100 Index Fund | 3.16% | 3.01% | 2.19% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% |