TRIRX vs. AMRGX
Compare and contrast key facts about Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) and American Growth Fund Series One (AMRGX).
TRIRX is a passively managed fund by Nuveen that tracks the performance of the Russell 1000 Growth Index. It was launched on Oct 1, 2002. AMRGX is managed by American Growth. It was launched on Jul 31, 1958.
Performance
TRIRX vs. AMRGX - Performance Comparison
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TRIRX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | -13.10% | 18.13% | 32.98% | 42.30% | -29.41% | 27.32% | 38.06% | 35.98% | -1.91% | 28.50% |
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, TRIRX achieves a -13.10% return, which is significantly lower than AMRGX's -1.31% return. Over the past 10 years, TRIRX has outperformed AMRGX with an annualized return of 15.83%, while AMRGX has yielded a comparatively lower 10.41% annualized return.
TRIRX
- 1D
- -0.45%
- 1M
- -8.66%
- YTD
- -13.10%
- 6M
- -12.25%
- 1Y
- 14.10%
- 3Y*
- 19.35%
- 5Y*
- 11.60%
- 10Y*
- 15.83%
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%
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TRIRX vs. AMRGX - Expense Ratio Comparison
TRIRX has a 0.30% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Return for Risk
TRIRX vs. AMRGX — Risk / Return Rank
TRIRX
AMRGX
TRIRX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) 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.
| TRIRX | AMRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.62 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.12 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 0.99 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.24 | 2.37 | -0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRIRX | AMRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.62 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.34 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.49 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.10 | +0.50 |
Correlation
The correlation between TRIRX and AMRGX is 0.87, 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
TRIRX vs. AMRGX - Dividend Comparison
TRIRX's dividend yield for the trailing twelve months is around 4.78%, less than AMRGX's 18.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | 4.78% | 4.15% | 3.00% | 1.67% | 10.58% | 8.44% | 1.69% | 2.13% | 3.69% | 0.68% | 1.09% | 1.31% |
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
TRIRX vs. AMRGX - Drawdown Comparison
The maximum TRIRX drawdown since its inception was -51.49%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for TRIRX and AMRGX.
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Drawdown Indicators
| TRIRX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.49% | -80.32% | +28.83% |
Max Drawdown (1Y)Largest decline over 1 year | -16.32% | -13.98% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -35.42% | +2.60% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -35.42% | +2.60% |
Current DrawdownCurrent decline from peak | -16.32% | -13.98% | -2.34% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -40.45% | +33.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 5.82% | -1.06% |
Volatility
TRIRX vs. AMRGX - Volatility Comparison
The current volatility for Nuveen Large Cap Growth Index Fund Retirement Class (TRIRX) is 5.34%, while American Growth Fund Series One (AMRGX) has a volatility of 6.18%. This indicates that TRIRX 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
| TRIRX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.18% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 23.49% | -11.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 28.26% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 21.84% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 21.30% | -0.28% |