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GCGIX vs. AMRGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GCGIX vs. AMRGX - Performance Comparison

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

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GCGIX vs. AMRGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GCGIX
Goldman Sachs Large Cap Growth Insights Fund
-14.32%15.51%53.44%37.56%-29.62%29.10%32.21%29.70%-4.58%29.75%
AMRGX
American Growth Fund Series One
-1.31%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, GCGIX achieves a -14.32% return, which is significantly lower than AMRGX's -1.31% return. Over the past 10 years, GCGIX has outperformed AMRGX with an annualized return of 15.72%, while AMRGX has yielded a comparatively lower 10.41% annualized return.


GCGIX

1D
-0.41%
1M
-8.68%
YTD
-14.32%
6M
-13.58%
1Y
12.16%
3Y*
22.25%
5Y*
13.07%
10Y*
15.72%

AMRGX

1D
-1.60%
1M
-10.92%
YTD
-1.31%
6M
7.51%
1Y
16.26%
3Y*
14.01%
5Y*
7.34%
10Y*
10.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GCGIX vs. AMRGX - Expense Ratio Comparison

GCGIX has a 0.54% expense ratio, which is lower than AMRGX's 4.07% expense ratio.


Return for Risk

GCGIX vs. AMRGX — Risk / Return Rank

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

GCGIX
GCGIX Risk / Return Rank: 2121
Overall Rank
GCGIX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
GCGIX Sortino Ratio Rank: 2424
Sortino Ratio Rank
GCGIX Omega Ratio Rank: 2424
Omega Ratio Rank
GCGIX Calmar Ratio Rank: 1717
Calmar Ratio Rank
GCGIX Martin Ratio Rank: 1717
Martin Ratio Rank

AMRGX
AMRGX Risk / Return Rank: 3232
Overall Rank
AMRGX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AMRGX Sortino Ratio Rank: 3333
Sortino Ratio Rank
AMRGX Omega Ratio Rank: 4545
Omega Ratio Rank
AMRGX Calmar Ratio Rank: 3737
Calmar Ratio Rank
AMRGX Martin Ratio Rank: 2222
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.

GCGIX vs. AMRGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) 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.


GCGIXAMRGXDifference

Sharpe ratio

Return per unit of total volatility

0.54

0.62

-0.08

Sortino ratio

Return per unit of downside risk

0.94

1.12

-0.18

Omega ratio

Gain probability vs. loss probability

1.13

1.19

-0.06

Calmar ratio

Return relative to maximum drawdown

0.49

0.99

-0.50

Martin ratio

Return relative to average drawdown

1.66

2.37

-0.71

GCGIX vs. AMRGX - Sharpe Ratio Comparison

The current GCGIX Sharpe Ratio is 0.54, which is comparable to the AMRGX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of GCGIX 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


GCGIXAMRGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

0.62

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.34

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.49

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.10

+0.33

Correlation

The correlation between GCGIX 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

GCGIX vs. AMRGX - Dividend Comparison

GCGIX's dividend yield for the trailing twelve months is around 8.75%, less than AMRGX's 18.06% yield.


TTM20252024202320222021202020192018201720162015
GCGIX
Goldman Sachs Large Cap Growth Insights Fund
8.75%7.50%23.16%7.08%19.27%42.43%9.71%4.02%10.10%4.76%0.76%0.87%
AMRGX
American Growth Fund Series One
18.06%17.82%12.39%8.17%7.77%12.21%2.36%0.00%0.00%0.00%0.00%0.00%

Drawdowns

GCGIX vs. AMRGX - Drawdown Comparison

The maximum GCGIX drawdown since its inception was -65.78%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for GCGIX and AMRGX.


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Drawdown Indicators


GCGIXAMRGXDifference

Max Drawdown

Largest peak-to-trough decline

-65.78%

-80.32%

+14.54%

Max Drawdown (1Y)

Largest decline over 1 year

-17.25%

-13.98%

-3.27%

Max Drawdown (5Y)

Largest decline over 5 years

-32.57%

-35.42%

+2.85%

Max Drawdown (10Y)

Largest decline over 10 years

-32.94%

-35.42%

+2.48%

Current Drawdown

Current decline from peak

-17.25%

-13.98%

-3.27%

Average Drawdown

Average peak-to-trough decline

-20.92%

-40.45%

+19.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.06%

5.82%

-0.76%

Volatility

GCGIX vs. AMRGX - Volatility Comparison

The current volatility for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) is 5.46%, while American Growth Fund Series One (AMRGX) has a volatility of 6.18%. This indicates that GCGIX 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


GCGIXAMRGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

6.18%

-0.72%

Volatility (6M)

Calculated over the trailing 6-month period

11.96%

23.49%

-11.53%

Volatility (1Y)

Calculated over the trailing 1-year period

22.89%

28.26%

-5.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.19%

21.84%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.48%

21.30%

+0.18%