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CFGRX vs. AMRGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CFGRX vs. AMRGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Commerce Growth Fund (CFGRX) and American Growth Fund Series One (AMRGX). The values are adjusted to include any dividend payments, if applicable.

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CFGRX vs. AMRGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CFGRX
Commerce Growth Fund
-8.64%12.40%31.15%36.39%-26.57%26.50%28.96%35.60%-1.04%27.57%
AMRGX
American Growth Fund Series One
1.60%11.18%16.61%24.38%-19.93%15.64%18.65%36.73%-9.07%13.37%

Returns By Period

In the year-to-date period, CFGRX achieves a -8.64% return, which is significantly lower than AMRGX's 1.60% return. Over the past 10 years, CFGRX has outperformed AMRGX with an annualized return of 14.71%, while AMRGX has yielded a comparatively lower 10.73% annualized return.


CFGRX

1D
3.36%
1M
-5.81%
YTD
-8.64%
6M
-8.33%
1Y
11.46%
3Y*
17.68%
5Y*
10.52%
10Y*
14.71%

AMRGX

1D
2.95%
1M
-8.89%
YTD
1.60%
6M
10.24%
1Y
18.83%
3Y*
15.12%
5Y*
7.66%
10Y*
10.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CFGRX vs. AMRGX - Expense Ratio Comparison

CFGRX has a 0.68% expense ratio, which is lower than AMRGX's 4.07% expense ratio.


Return for Risk

CFGRX vs. AMRGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CFGRX
CFGRX Risk / Return Rank: 2525
Overall Rank
CFGRX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
CFGRX Sortino Ratio Rank: 2424
Sortino Ratio Rank
CFGRX Omega Ratio Rank: 2424
Omega Ratio Rank
CFGRX Calmar Ratio Rank: 2828
Calmar Ratio Rank
CFGRX Martin Ratio Rank: 2727
Martin Ratio Rank

AMRGX
AMRGX Risk / Return Rank: 3535
Overall Rank
AMRGX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AMRGX Sortino Ratio Rank: 3535
Sortino Ratio Rank
AMRGX Omega Ratio Rank: 4848
Omega Ratio Rank
AMRGX Calmar Ratio Rank: 4242
Calmar Ratio Rank
AMRGX Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CFGRX vs. AMRGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Commerce Growth Fund (CFGRX) 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.


CFGRXAMRGXDifference

Sharpe ratio

Return per unit of total volatility

0.61

0.71

-0.09

Sortino ratio

Return per unit of downside risk

1.04

1.25

-0.21

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratio

Return relative to maximum drawdown

0.92

1.20

-0.29

Martin ratio

Return relative to average drawdown

3.33

2.91

+0.42

CFGRX vs. AMRGX - Sharpe Ratio Comparison

The current CFGRX Sharpe Ratio is 0.61, which is comparable to the AMRGX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of CFGRX and AMRGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CFGRXAMRGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

0.71

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.35

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

0.51

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.10

+0.34

Correlation

The correlation between CFGRX and AMRGX is 0.86, 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.


Dividends

CFGRX vs. AMRGX - Dividend Comparison

CFGRX's dividend yield for the trailing twelve months is around 21.49%, more than AMRGX's 17.54% yield.


TTM20252024202320222021202020192018201720162015
CFGRX
Commerce Growth Fund
21.49%19.63%10.50%4.53%7.17%21.20%4.09%5.91%10.50%5.74%6.05%11.93%
AMRGX
American Growth Fund Series One
17.54%17.82%12.39%8.17%7.77%12.21%2.36%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CFGRX vs. AMRGX - Drawdown Comparison

The maximum CFGRX drawdown since its inception was -66.01%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for CFGRX and AMRGX.


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Drawdown Indicators


CFGRXAMRGXDifference

Max Drawdown

Largest peak-to-trough decline

-66.01%

-80.32%

+14.31%

Max Drawdown (1Y)

Largest decline over 1 year

-13.88%

-13.98%

+0.10%

Max Drawdown (5Y)

Largest decline over 5 years

-29.51%

-35.42%

+5.91%

Max Drawdown (10Y)

Largest decline over 10 years

-31.59%

-35.42%

+3.83%

Current Drawdown

Current decline from peak

-10.99%

-11.44%

+0.45%

Average Drawdown

Average peak-to-trough decline

-21.25%

-40.45%

+19.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.82%

5.78%

-1.96%

Volatility

CFGRX vs. AMRGX - Volatility Comparison

The current volatility for Commerce Growth Fund (CFGRX) is 5.96%, while American Growth Fund Series One (AMRGX) has a volatility of 7.00%. This indicates that CFGRX experiences smaller price fluctuations and is considered to be less risky 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


CFGRXAMRGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.96%

7.00%

-1.04%

Volatility (6M)

Calculated over the trailing 6-month period

10.68%

23.66%

-12.98%

Volatility (1Y)

Calculated over the trailing 1-year period

20.16%

28.35%

-8.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.38%

21.88%

-2.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.18%

21.32%

-2.14%