AACSX vs. BIGRX

Last updated Aug 1, 2026

AACSX (American Century One Choice Blend+ 2040 Portfolio) and BIGRX (American Century Disciplined Core Value Fund) are both mutual funds - AACSX is a Target Retirement Date fund managed by American Century, while BIGRX is a Large Cap Value Equities fund managed by American Century. Over the past 5 years, AACSX returned 6.49%/yr vs 8.43%/yr for BIGRX. Their correlation of 0.86 means they have usually moved in the same direction. AACSX charges 0.58%/yr vs 0.65%/yr for BIGRX.

Performance

AACSX vs. BIGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century One Choice Blend+ 2040 Portfolio (AACSX) and American Century Disciplined Core Value Fund (BIGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AACSX achieves a 7.66% return, which is significantly lower than BIGRX's 15.47% return.

AACSX

• 1D: 1.30%
• 1M: -0.40%
• 6M: 4.77%
• YTD: 7.66%
• 1Y: 16.52%
• 3Y*: 13.07%
• 5Y*: 6.49%
• 10Y*: —
• ALL TIME*: 7.25%

BIGRX

• 1D: 0.50%
• 1M: 0.98%
• 6M: 11.17%
• YTD: 15.47%
• 1Y: 29.83%
• 3Y*: 15.73%
• 5Y*: 8.43%
• 10Y*: 11.11%
• ALL TIME*: 10.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AACSX American Century One Choice Blend+ 2040 Portfolio	$0.00	$0.00	$0.00
BIGRX American Century Disciplined Core Value Fund	$0.00	$0.00	$0.00

AACSX vs. BIGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AACSX American Century One Choice Blend+ 2040 Portfolio	7.66%	16.83%	11.52%	14.77%	-16.20%	8.09%
BIGRX American Century Disciplined Core Value Fund	15.47%	14.85%	13.26%	8.44%	-12.59%	14.40%

Correlation

The correlation between AACSX and BIGRX is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.86
Correlation (5Y) Shows whether the relationship held over a longer period.	0.87
Correlation (All Time) Calculated using the full available price history since Mar 10, 2021	0.86

The correlation between AACSX and BIGRX has been stable across timeframes, ranging from 0.85 to 0.87 - a consistent structural relationship.

Return for Risk

AACSX vs. BIGRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AACSX

AACSX Risk / Return Rank: 62
AACSX Sharpe Ratio Rank: 62
AACSX Sortino Ratio Rank: 62
AACSX Omega Ratio Rank: 60
AACSX Calmar Ratio Rank: 57
AACSX Martin Ratio Rank: 68

BIGRX

BIGRX Risk / Return Rank: 90
BIGRX Sharpe Ratio Rank: 92
BIGRX Sortino Ratio Rank: 89
BIGRX Omega Ratio Rank: 85
BIGRX Calmar Ratio Rank: 91
BIGRX Martin Ratio Rank: 94

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AACSX vs. BIGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2040 Portfolio (AACSX) and American Century Disciplined Core Value Fund (BIGRX). 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.

	AACSX	BIGRX	Difference
Sharpe ratio: Return per unit of total volatility	1.57	2.33	-0.76
Sortino ratio: Return per unit of downside risk	2.24	3.31	-1.06
Omega ratio: Gain probability vs. loss probability	1.28	1.42	-0.14
Calmar ratio: Return relative to maximum drawdown	2.07	3.41	-1.35
Martin ratio: Return relative to average drawdown	8.77	14.65	-5.87

AACSX vs. BIGRX - Sharpe Ratio Comparison

The current AACSX Sharpe Ratio is 1.57, which is lower than the BIGRX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of AACSX and BIGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AACSX vs. BIGRX - Drawdown Comparison

The maximum AACSX drawdown since its inception was -24.20%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for AACSX and BIGRX.

Drawdown Indicators

	AACSX	BIGRX	Difference
Max Drawdown Largest peak-to-trough decline	-24.20%	-58.04%	+33.84%
Max Drawdown (1Y) Largest decline over 1 year	-7.38%	-7.95%	+0.57%
Max Drawdown (3Y) Largest decline over 3 years	-12.29%	-18.24%	+5.95%
Max Drawdown (5Y) Largest decline over 5 years	-24.20%	-22.19%	-2.01%
Max Drawdown (10Y) Largest decline over 10 years	—	-32.62%	—
Current Drawdown Current decline from peak	-1.03%	-0.67%	-0.36%
Average Drawdown Average peak-to-trough decline	-6.01%	-8.96%	+2.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.73%	1.86%	-0.13%

Volatility

AACSX vs. BIGRX - Volatility Comparison

American Century One Choice Blend+ 2040 Portfolio (AACSX) and American Century Disciplined Core Value Fund (BIGRX) have volatilities of 2.65% and 2.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AACSX	BIGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.65%	2.60%	+0.05%
Volatility (6M) Calculated over the trailing 6-month period	8.04%	8.87%	-0.83%
Volatility (1Y) Calculated over the trailing 1-year period	9.74%	11.67%	-1.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.05%	14.90%	-2.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.83%	16.80%	-4.97%

AACSX vs. BIGRX - Expense Ratio Comparison

AACSX has a 0.58% expense ratio, which is lower than BIGRX's 0.65% expense ratio.

Dividends

AACSX vs. BIGRX - Dividend Comparison

AACSX's dividend yield for the trailing twelve months is around 3.47%, less than BIGRX's 7.78% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AACSX American Century One Choice Blend+ 2040 Portfolio	3.47%	3.73%	3.84%	1.96%	3.12%	2.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BIGRX American Century Disciplined Core Value Fund	7.78%	9.05%	1.32%	1.55%	1.88%	28.04%	16.19%	3.90%	13.40%	9.32%	3.91%	9.22%

Frequently Asked Questions

Can I hold both AACSX and BIGRX in my portfolio?

AACSX and BIGRX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AACSX or BIGRX?

AACSX has higher volatility (2.65%) compared to BIGRX (2.60%). In terms of maximum drawdown, AACSX dropped -24.20% vs BIGRX's -58.04%.

Which has better risk-adjusted returns?

BIGRX currently has the higher Sharpe Ratio (2.33 vs 1.57), 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.