BGGSX vs. AMRGX
BGGSX (Baillie Gifford U.S. Equity Growth Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 5 years, BGGSX returned -5.95%/yr vs 10.11%/yr for AMRGX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. BGGSX charges 0.75%/yr vs 4.07%/yr for AMRGX.
Performance
BGGSX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, BGGSX achieves a -3.77% return, which is significantly lower than AMRGX's 18.80% return.
BGGSX
- 1D
- 2.67%
- 1M
- -1.61%
- 6M
- 4.20%
- YTD
- -3.77%
- 1Y
- -9.16%
- 3Y*
- 14.49%
- 5Y*
- -5.95%
- 10Y*
- —
- ALL TIME*
- 13.20%
AMRGX
- 1D
- 0.74%
- 1M
- 0.99%
- 6M
- 10.88%
- YTD
- 18.80%
- 1Y
- 37.95%
- 3Y*
- 18.79%
- 5Y*
- 10.11%
- 10Y*
- 11.91%
- ALL TIME*
- 2.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGGSX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | -3.77% | 10.25% | 30.44% | 45.93% | -52.50% | -11.13% | 125.42% | 30.00% | 8.31% | 16.54% |
AMRGX American Growth Fund Series One | 18.80% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 5.35% |
Correlation
The correlation between BGGSX and AMRGX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2017 | 0.66 |
Over the past year, the correlation between BGGSX and AMRGX has dropped to 0.42 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
BGGSX vs. AMRGX — Risk / Return Rank
BGGSX
AMRGX
BGGSX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) 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.
| BGGSX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.34 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 2.91 | -3.17 |
| Martin ratioReturn relative to average drawdown | -0.50 | 6.81 | -7.31 |
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Drawdowns
BGGSX vs. AMRGX - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -68.76%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for BGGSX and AMRGX.
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Drawdown Indicators
| BGGSX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -80.32% | +11.56% |
Max Drawdown (1Y)Largest decline over 1 year | -26.08% | -13.98% | -12.10% |
Max Drawdown (3Y)Largest decline over 3 years | -30.87% | -21.15% | -9.72% |
Max Drawdown (5Y)Largest decline over 5 years | -67.64% | -35.42% | -32.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.42% | — |
Current DrawdownCurrent decline from peak | -29.66% | -3.89% | -25.77% |
Average DrawdownAverage peak-to-trough decline | -25.26% | -40.04% | +14.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.18% | 5.92% | +7.26% |
Volatility
BGGSX vs. AMRGX - Volatility Comparison
Baillie Gifford U.S. Equity Growth Fund (BGGSX) has a higher volatility of 6.25% compared to American Growth Fund Series One (AMRGX) at 5.54%. This indicates that BGGSX'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
| BGGSX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 5.54% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 18.05% | 17.26% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.94% | 28.72% | -5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.28% | 22.65% | +12.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.06% | 21.65% | +10.41% |
BGGSX vs. AMRGX - Expense Ratio Comparison
BGGSX has a 0.75% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
BGGSX vs. AMRGX - Dividend Comparison
BGGSX has not paid dividends to shareholders, while AMRGX's dividend yield for the trailing twelve months is around 15.00%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.00% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% |
BGGSX Baillie Gifford U.S. Equity Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 16.38% | 2.61% | 3.29% | 1.35% | 2.02% |
Frequently Asked Questions
BGGSX and AMRGX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGGSX has higher volatility (6.25%) compared to AMRGX (5.54%). In terms of maximum drawdown, BGGSX dropped -68.76% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.42 vs -0.29), 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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