URNQX vs. AMRGX
URNQX (Victory Nasdaq 100 Index Fund R6 Shares) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 5 years, URNQX returned 13.96%/yr vs 9.71%/yr for AMRGX. Their correlation of 0.82 means they have usually moved in the same direction. URNQX charges 0.30%/yr vs 4.07%/yr for AMRGX.
Performance
URNQX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, URNQX achieves a 11.50% return, which is significantly lower than AMRGX's 17.06% return.
URNQX
- 1D
- 3.39%
- 1M
- -4.22%
- 6M
- 10.17%
- YTD
- 11.50%
- 1Y
- 23.86%
- 3Y*
- 21.86%
- 5Y*
- 13.96%
- 10Y*
- —
- ALL TIME*
- 19.82%
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 |
URNQX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
URNQX Victory Nasdaq 100 Index Fund R6 Shares | 11.50% | 20.65% | 25.60% | 54.68% | -32.63% | 27.00% | 48.52% | 38.99% | -0.37% | 19.28% |
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 36.73% | -9.07% | 8.04% |
Correlation
The correlation between URNQX and AMRGX is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2017 | 0.82 |
The correlation between URNQX and AMRGX has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.
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Return for Risk
URNQX vs. AMRGX — Risk / Return Rank
URNQX
AMRGX
URNQX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Nasdaq 100 Index Fund R6 Shares (URNQX) 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.
| URNQX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.50 | -0.77 |
| Martin ratioReturn relative to average drawdown | 5.58 | 5.86 | -0.28 |
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Drawdowns
URNQX vs. AMRGX - Drawdown Comparison
The maximum URNQX drawdown since its inception was -36.87%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for URNQX and AMRGX.
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Drawdown Indicators
| URNQX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -80.32% | +43.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.04% | -13.98% | +1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -22.85% | -21.15% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -36.87% | -35.42% | -1.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.42% | — |
Current DrawdownCurrent decline from peak | -8.32% | -5.31% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -6.98% | -40.05% | +33.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 5.91% | -2.18% |
Volatility
URNQX vs. AMRGX - Volatility Comparison
Victory Nasdaq 100 Index Fund R6 Shares (URNQX) has a higher volatility of 6.90% compared to American Growth Fund Series One (AMRGX) at 6.43%. This indicates that URNQX's price experiences larger fluctuations and is considered to be riskier 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
| URNQX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 6.43% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.01% | 17.26% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.40% | 28.73% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 22.64% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.39% | 21.64% | +1.75% |
URNQX vs. AMRGX - Expense Ratio Comparison
URNQX has a 0.30% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
URNQX vs. AMRGX - Dividend Comparison
URNQX's dividend yield for the trailing twelve months is around 2.81%, less than AMRGX's 15.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
URNQX Victory Nasdaq 100 Index Fund R6 Shares | 2.81% | 3.13% | 2.31% | 2.72% | 4.32% | 4.59% | 1.64% | 0.92% | 0.80% | 2.07% |
Frequently Asked Questions
URNQX and AMRGX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URNQX has higher volatility (6.90%) compared to AMRGX (6.43%). In terms of maximum drawdown, URNQX dropped -36.87% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs 1.08), 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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