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AAAMX vs. TWCUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AAAMX vs. TWCUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century One Choice Blend+ 2020 Portfolio (AAAMX) and American Century Ultra Fund (TWCUX). The values are adjusted to include any dividend payments, if applicable.

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AAAMX vs. TWCUX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AAAMX
American Century One Choice Blend+ 2020 Portfolio
-1.62%11.63%6.87%10.81%-13.19%6.88%
TWCUX
American Century Ultra Fund
-12.28%12.66%29.54%43.36%-32.38%24.70%

Returns By Period

In the year-to-date period, AAAMX achieves a -1.62% return, which is significantly higher than TWCUX's -12.28% return.


AAAMX

1D
0.19%
1M
-4.44%
YTD
-1.62%
6M
0.16%
1Y
8.40%
3Y*
7.71%
5Y*
3.81%
10Y*

TWCUX

1D
-0.65%
1M
-8.79%
YTD
-12.28%
6M
-10.88%
1Y
11.48%
3Y*
16.46%
5Y*
8.90%
10Y*
15.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AAAMX vs. TWCUX - Expense Ratio Comparison

AAAMX has a 0.57% expense ratio, which is lower than TWCUX's 0.93% expense ratio.


Return for Risk

AAAMX vs. TWCUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAAMX
AAAMX Risk / Return Rank: 6969
Overall Rank
AAAMX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
AAAMX Sortino Ratio Rank: 7171
Sortino Ratio Rank
AAAMX Omega Ratio Rank: 6969
Omega Ratio Rank
AAAMX Calmar Ratio Rank: 6666
Calmar Ratio Rank
AAAMX Martin Ratio Rank: 7070
Martin Ratio Rank

TWCUX
TWCUX Risk / Return Rank: 2020
Overall Rank
TWCUX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TWCUX Sortino Ratio Rank: 2323
Sortino Ratio Rank
TWCUX Omega Ratio Rank: 2222
Omega Ratio Rank
TWCUX Calmar Ratio Rank: 1818
Calmar Ratio Rank
TWCUX Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAAMX vs. TWCUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2020 Portfolio (AAAMX) and American Century Ultra Fund (TWCUX). 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.


AAAMXTWCUXDifference

Sharpe ratio

Return per unit of total volatility

1.25

0.50

+0.75

Sortino ratio

Return per unit of downside risk

1.76

0.88

+0.87

Omega ratio

Gain probability vs. loss probability

1.26

1.12

+0.14

Calmar ratio

Return relative to maximum drawdown

1.52

0.53

+0.99

Martin ratio

Return relative to average drawdown

6.60

1.87

+4.73

AAAMX vs. TWCUX - Sharpe Ratio Comparison

The current AAAMX Sharpe Ratio is 1.25, which is higher than the TWCUX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of AAAMX and TWCUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AAAMXTWCUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

0.50

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.40

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.51

-0.01

Correlation

The correlation between AAAMX and TWCUX is 0.76, 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

AAAMX vs. TWCUX - Dividend Comparison

AAAMX's dividend yield for the trailing twelve months is around 5.21%, less than TWCUX's 13.19% yield.


TTM20252024202320222021202020192018201720162015
AAAMX
American Century One Choice Blend+ 2020 Portfolio
5.21%5.13%3.20%2.10%2.85%2.28%0.00%0.00%0.00%0.00%0.00%0.00%
TWCUX
American Century Ultra Fund
13.19%11.57%3.58%6.09%7.42%6.78%2.80%4.27%8.24%5.85%4.58%5.21%

Drawdowns

AAAMX vs. TWCUX - Drawdown Comparison

The maximum AAAMX drawdown since its inception was -19.03%, smaller than the maximum TWCUX drawdown of -62.11%. Use the drawdown chart below to compare losses from any high point for AAAMX and TWCUX.


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Drawdown Indicators


AAAMXTWCUXDifference

Max Drawdown

Largest peak-to-trough decline

-19.03%

-62.11%

+43.08%

Max Drawdown (1Y)

Largest decline over 1 year

-5.40%

-15.72%

+10.32%

Max Drawdown (5Y)

Largest decline over 5 years

-19.03%

-35.23%

+16.20%

Max Drawdown (10Y)

Largest decline over 10 years

-35.23%

Current Drawdown

Current decline from peak

-4.53%

-15.72%

+11.19%

Average Drawdown

Average peak-to-trough decline

-4.98%

-16.86%

+11.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.24%

4.42%

-3.18%

Volatility

AAAMX vs. TWCUX - Volatility Comparison

The current volatility for American Century One Choice Blend+ 2020 Portfolio (AAAMX) is 2.45%, while American Century Ultra Fund (TWCUX) has a volatility of 5.77%. This indicates that AAAMX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAAMXTWCUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.45%

5.77%

-3.32%

Volatility (6M)

Calculated over the trailing 6-month period

3.98%

12.65%

-8.67%

Volatility (1Y)

Calculated over the trailing 1-year period

6.94%

23.09%

-16.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.63%

22.53%

-14.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.62%

22.00%

-14.38%