POLIX vs. AMRGX
POLIX (Polen Growth Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 10 years, POLIX returned 11.30%/yr vs 11.79%/yr for AMRGX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. POLIX charges 0.96%/yr vs 4.07%/yr for AMRGX.
Performance
POLIX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, POLIX achieves a -11.86% return, which is significantly lower than AMRGX's 17.06% return. Both investments have delivered pretty close results over the past 10 years, with POLIX having a 11.30% annualized return and AMRGX not far ahead at 11.79%.
POLIX
- 1D
- 2.14%
- 1M
- -0.88%
- 6M
- -6.64%
- YTD
- -11.86%
- 1Y
- -9.35%
- 3Y*
- 5.85%
- 5Y*
- -0.25%
- 10Y*
- 11.30%
- ALL TIME*
- 12.60%
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 | |
POLIX Polen Growth Fund | $0.00 | $0.00 | $0.00 |
POLIX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -11.86% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 13.37% |
Correlation
The correlation between POLIX and AMRGX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2010 | 0.78 |
Over the past year, the correlation between POLIX and AMRGX has dropped to 0.45 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
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Return for Risk
POLIX vs. AMRGX — Risk / Return Rank
POLIX
AMRGX
POLIX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) 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.
| POLIX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.30 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 2.50 | -3.02 |
| Martin ratioReturn relative to average drawdown | -1.08 | 5.86 | -6.94 |
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Drawdowns
POLIX vs. AMRGX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for POLIX and AMRGX.
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Drawdown Indicators
| POLIX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -80.32% | +37.48% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -13.98% | -9.96% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -21.15% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -35.42% | -7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -35.42% | -7.42% |
Current DrawdownCurrent decline from peak | -15.67% | -5.31% | -10.36% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -40.05% | +32.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 5.91% | +5.34% |
Volatility
POLIX vs. AMRGX - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 4.58%, while American Growth Fund Series One (AMRGX) has a volatility of 6.43%. This indicates that POLIX 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
| POLIX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 6.43% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 17.26% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 28.73% | -10.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 22.64% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 21.64% | +0.29% |
POLIX vs. AMRGX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
POLIX vs. AMRGX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, more than AMRGX's 15.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.23% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POLIX Polen Growth Fund | 41.25% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
Frequently Asked Questions
POLIX and AMRGX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMRGX has higher volatility (6.43%) compared to POLIX (4.58%). In terms of maximum drawdown, POLIX dropped -42.84% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs -0.69), 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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