ATVPX vs. AMRGX
ATVPX (Alger 35 Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 5 years, ATVPX returned 12.36%/yr vs 9.71%/yr for AMRGX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. ATVPX charges 0.55%/yr vs 4.07%/yr for AMRGX.
Performance
ATVPX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, ATVPX achieves a 10.89% return, which is significantly lower than AMRGX's 17.06% return.
ATVPX
- 1D
- 5.84%
- 1M
- -3.96%
- 6M
- 13.04%
- YTD
- 10.89%
- 1Y
- 27.03%
- 3Y*
- 33.42%
- 5Y*
- 12.36%
- 10Y*
- —
- ALL TIME*
- 20.43%
AMRGX
- 1D
- 2.55%
- 1M
- -0.50%
- 6M
- 12.78%
- YTD
- 17.06%
- 1Y
- 37.70%
- 3Y*
- 17.59%
- 5Y*
- 9.71%
- 10Y*
- 11.79%
- ALL TIME*
- 2.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
ATVPX Alger 35 Fund | $0.00 | $0.00 | $0.00 |
ATVPX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ATVPX Alger 35 Fund | 10.89% | 32.51% | 50.84% | 31.41% | -36.36% | 10.91% | 68.05% | 14.00% |
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 18.31% |
Correlation
The correlation between ATVPX and AMRGX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2019 | 0.78 |
The correlation between ATVPX and AMRGX shifts across timeframes, from 0.63 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ATVPX vs. AMRGX — Risk / Return Rank
ATVPX
AMRGX
ATVPX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger 35 Fund (ATVPX) and American Growth Fund Series One (AMRGX). 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.
| ATVPX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.50 | -1.00 |
| Martin ratioReturn relative to average drawdown | 4.58 | 5.86 | -1.29 |
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Drawdowns
ATVPX vs. AMRGX - Drawdown Comparison
The maximum ATVPX drawdown since its inception was -53.35%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for ATVPX and AMRGX.
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Drawdown Indicators
| ATVPX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.35% | -80.32% | +26.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -13.98% | -2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -28.19% | -21.15% | -7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -53.35% | -35.42% | -17.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.42% | — |
Current DrawdownCurrent decline from peak | -8.95% | -5.31% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -17.70% | -40.05% | +22.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 5.91% | -0.42% |
Volatility
ATVPX vs. AMRGX - Volatility Comparison
Alger 35 Fund (ATVPX) has a higher volatility of 10.17% compared to American Growth Fund Series One (AMRGX) at 6.43%. This indicates that ATVPX's price experiences larger fluctuations and is considered to be riskier than AMRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATVPX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.17% | 6.43% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 20.66% | 17.26% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.59% | 28.73% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.96% | 22.64% | +11.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.81% | 21.64% | +10.17% |
ATVPX vs. AMRGX - Expense Ratio Comparison
ATVPX has a 0.55% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
ATVPX vs. AMRGX - Dividend Comparison
ATVPX's dividend yield for the trailing twelve months is around 19.16%, more than AMRGX's 15.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.23% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% |
ATVPX Alger 35 Fund | 19.16% | 21.25% | 0.00% | 0.00% | 0.02% | 36.00% | 17.24% | 0.17% |
Frequently Asked Questions
ATVPX and AMRGX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ATVPX has higher volatility (10.17%) compared to AMRGX (6.43%). In terms of maximum drawdown, ATVPX dropped -53.35% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs 0.99), 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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