MFQTX vs. AMRGX
Compare and contrast key facts about AMG Veritas Global Focus Fund (MFQTX) and American Growth Fund Series One (AMRGX).
MFQTX is managed by AMG. It was launched on Dec 18, 2000. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
MFQTX vs. AMRGX - Performance Comparison
Loading graphics...
MFQTX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFQTX AMG Veritas Global Focus Fund | -12.63% | -1.59% | 23.14% | 22.81% | -21.08% | -48.86% | 8.44% | 28.37% | -3.66% | 18.28% |
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, MFQTX achieves a -12.63% return, which is significantly lower than AMRGX's -1.31% return. Over the past 10 years, MFQTX has underperformed AMRGX with an annualized return of -1.06%, while AMRGX has yielded a comparatively higher 10.41% annualized return.
MFQTX
- 1D
- 0.69%
- 1M
- -10.43%
- YTD
- -12.63%
- 6M
- -20.22%
- 1Y
- -15.66%
- 3Y*
- 5.19%
- 5Y*
- -13.12%
- 10Y*
- -1.06%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFQTX vs. AMRGX - Expense Ratio Comparison
MFQTX has a 0.88% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
MFQTX vs. AMRGX — Risk / Return Rank
MFQTX
AMRGX
MFQTX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Veritas Global Focus Fund (MFQTX) 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.
| MFQTX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.88 | 0.62 | -1.50 |
Sortino ratioReturn per unit of downside risk | -1.05 | 1.12 | -2.18 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.19 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.99 | -1.74 |
Martin ratioReturn relative to average drawdown | -2.17 | 2.37 | -4.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MFQTX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.88 | 0.62 | -1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.42 | 0.34 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.04 | 0.49 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.10 | +0.06 |
Correlation
The correlation between MFQTX and AMRGX is 0.83, 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
MFQTX vs. AMRGX - Dividend Comparison
MFQTX has not paid dividends to shareholders, while AMRGX's dividend yield for the trailing twelve months is around 18.06%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFQTX AMG Veritas Global Focus Fund | 0.00% | 0.00% | 18.87% | 2.45% | 5.59% | 7.22% | 1.67% | 0.72% | 1.95% | 0.47% | 1.19% | 0.57% |
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
MFQTX vs. AMRGX - Drawdown Comparison
The maximum MFQTX drawdown since its inception was -67.09%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for MFQTX and AMRGX.
Loading graphics...
Drawdown Indicators
| MFQTX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.09% | -80.32% | +13.23% |
Max Drawdown (1Y)Largest decline over 1 year | -23.00% | -13.98% | -9.02% |
Max Drawdown (5Y)Largest decline over 5 years | -67.09% | -35.42% | -31.67% |
Max Drawdown (10Y)Largest decline over 10 years | -67.09% | -35.42% | -31.67% |
Current DrawdownCurrent decline from peak | -53.95% | -13.98% | -39.97% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -40.45% | +21.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.94% | 5.82% | +2.12% |
Volatility
MFQTX vs. AMRGX - Volatility Comparison
The current volatility for AMG Veritas Global Focus Fund (MFQTX) is 4.63%, while American Growth Fund Series One (AMRGX) has a volatility of 6.18%. This indicates that MFQTX 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.
Loading graphics...
Volatility by Period
| MFQTX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 6.18% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 23.49% | -8.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 28.26% | -9.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.23% | 21.84% | +9.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.02% | 21.30% | +4.72% |