RIVRX vs. AMRGX
RIVRX (Riverbridge Growth Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 10 years, RIVRX returned 11.28%/yr vs 11.79%/yr for AMRGX. Their correlation of 0.83 means they have usually moved in the same direction. RIVRX charges 1.25%/yr vs 4.07%/yr for AMRGX.
Performance
RIVRX vs. AMRGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RIVRX achieves a -6.40% return, which is significantly lower than AMRGX's 17.06% return. Both investments have delivered pretty close results over the past 10 years, with RIVRX having a 11.28% annualized return and AMRGX not far ahead at 11.79%.
RIVRX
- 1D
- 0.12%
- 1M
- -0.72%
- 6M
- -3.84%
- YTD
- -6.40%
- 1Y
- -5.68%
- 3Y*
- 7.40%
- 5Y*
- 1.76%
- 10Y*
- 11.28%
- ALL TIME*
- 11.46%
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 | |
| $0.00 | $0.00 | $0.00 |
RIVRX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIVRX Riverbridge Growth Fund | -6.40% | 4.55% | 22.07% | 31.71% | -30.87% | 9.07% | 44.03% | 30.21% | 3.81% | 25.11% |
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 RIVRX and AMRGX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.83 |
Over the past year, the correlation between RIVRX and AMRGX has dropped to 0.44 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RIVRX vs. AMRGX — Risk / Return Rank
RIVRX
AMRGX
RIVRX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riverbridge Growth Fund (RIVRX) 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.
| RIVRX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.55 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.30 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 2.50 | -2.94 |
| Martin ratioReturn relative to average drawdown | -0.97 | 5.86 | -6.83 |
Loading charts...
Drawdowns
RIVRX vs. AMRGX - Drawdown Comparison
The maximum RIVRX drawdown since its inception was -38.45%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for RIVRX and AMRGX.
Loading charts...
Drawdown Indicators
| RIVRX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.45% | -80.32% | +41.87% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -13.98% | -4.61% |
Max Drawdown (3Y)Largest decline over 3 years | -20.39% | -21.15% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -38.45% | -35.42% | -3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.45% | -35.42% | -3.03% |
Current DrawdownCurrent decline from peak | -10.06% | -5.31% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -40.05% | +32.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 5.91% | +2.38% |
Volatility
RIVRX vs. AMRGX - Volatility Comparison
The current volatility for Riverbridge Growth Fund (RIVRX) is 3.86%, while American Growth Fund Series One (AMRGX) has a volatility of 6.43%. This indicates that RIVRX 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 charts...
Volatility by Period
| RIVRX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 6.43% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 17.26% | -5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 28.73% | -14.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 22.64% | -1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 21.64% | -1.38% |
RIVRX vs. AMRGX - Expense Ratio Comparison
RIVRX has a 1.25% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
RIVRX vs. AMRGX - Dividend Comparison
RIVRX's dividend yield for the trailing twelve months is around 29.95%, 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% |
RIVRX Riverbridge Growth Fund | 29.95% | 28.03% | 4.56% | 0.00% | 0.00% | 4.28% | 3.29% | 1.43% | 7.91% | 0.09% | 3.61% | 2.18% |
Frequently Asked Questions
RIVRX and AMRGX have a correlation of 0.44, 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 RIVRX (3.86%). In terms of maximum drawdown, RIVRX dropped -38.45% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs -0.56), 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.
Find the right allocation for RIVRX and AMRGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer