AADNX vs. TWEIX

Last updated Jun 4, 2026

AADNX (American Century One Choice Blend+ 2050 Portfolio) and TWEIX (American Century Equity Income Fund) are both mutual funds - AADNX is a Target Retirement Date fund managed by American Century, while TWEIX is a Large Cap Value Equities fund managed by American Century. Over the past 5 years, AADNX returned 8.58%/yr vs 6.89%/yr for TWEIX. A 0.74 correlation means they provide meaningful diversification when combined. AADNX charges 0.58%/yr vs 0.94%/yr for TWEIX.

Performance

AADNX vs. TWEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century One Choice Blend+ 2050 Portfolio (AADNX) and American Century Equity Income Fund (TWEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AADNX achieves a 10.36% return, which is significantly higher than TWEIX's 6.14% return.

AADNX

• 1D: 0.15%
• 1M: 3.97%
• YTD: 10.36%
• 6M: 11.41%
• 1Y: 25.42%
• 3Y*: 17.69%
• 5Y*: 8.58%
• 10Y*: —

TWEIX

• 1D: 0.56%
• 1M: 0.11%
• YTD: 6.14%
• 6M: 6.61%
• 1Y: 15.26%
• 3Y*: 10.63%
• 5Y*: 6.89%
• 10Y*: 8.65%

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

AADNX vs. TWEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AADNX American Century One Choice Blend+ 2050 Portfolio	10.36%	19.24%	14.00%	16.26%	-16.77%	9.13%
TWEIX American Century Equity Income Fund	6.14%	11.84%	10.51%	3.92%	-3.06%	13.07%

Correlation

The correlation between AADNX and TWEIX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.64
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.75
Correlation (All Time) Calculated using the full available price history since Mar 11, 2021	0.74

The correlation between AADNX and TWEIX shifts across timeframes, from 0.64 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

AADNX vs. TWEIX — Risk / Return Rank

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

AADNX

AADNX Risk / Return Rank: 64
AADNX Sharpe Ratio Rank: 65
AADNX Sortino Ratio Rank: 63
AADNX Omega Ratio Rank: 61
AADNX Calmar Ratio Rank: 62
AADNX Martin Ratio Rank: 69

TWEIX

TWEIX Risk / Return Rank: 41
TWEIX Sharpe Ratio Rank: 42
TWEIX Sortino Ratio Rank: 46
TWEIX Omega Ratio Rank: 38
TWEIX Calmar Ratio Rank: 42
TWEIX Martin Ratio Rank: 37

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.

AADNX vs. TWEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2050 Portfolio (AADNX) and American Century Equity Income Fund (TWEIX). 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.

	AADNX	TWEIX	Difference
Sharpe ratio Return per unit of total volatility	2.38	1.88	+0.50
Sortino ratio Return per unit of downside risk	3.31	2.84	+0.47
Omega ratio Gain probability vs. loss probability	1.44	1.33	+0.11
Calmar ratio Return relative to maximum drawdown	3.02	2.45	+0.57
Martin ratio Return relative to average drawdown	13.28	8.07	+5.21
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AADNX vs. TWEIX - Sharpe Ratio Comparison

The current AADNX Sharpe Ratio is 2.38, which is comparable to the TWEIX Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of AADNX and TWEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AADNX	TWEIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.38	1.88	+0.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.62	0.65	-0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.65	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.75	-0.09

Drawdowns

AADNX vs. TWEIX - Drawdown Comparison

The maximum AADNX drawdown since its inception was -25.48%, smaller than the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for AADNX and TWEIX.

Drawdown Indicators

	AADNX	TWEIX	Difference
Max Drawdown Largest peak-to-trough decline	-25.48%	-39.30%	+13.82%
Max Drawdown (1Y) Largest decline over 1 year	-8.58%	-6.43%	-2.15%
Max Drawdown (3Y) Largest decline over 3 years	-14.82%	-10.16%	-4.66%
Max Drawdown (5Y) Largest decline over 5 years	-25.48%	-13.69%	-11.79%
Max Drawdown (10Y) Largest decline over 10 years	—	-32.82%	—
Current Drawdown Current decline from peak	0.00%	-2.51%	+2.51%
Average Drawdown Average peak-to-trough decline	-6.38%	-4.16%	-2.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.94%	1.95%	-0.01%

Volatility

AADNX vs. TWEIX - Volatility Comparison

American Century One Choice Blend+ 2050 Portfolio (AADNX) has a higher volatility of 3.21% compared to American Century Equity Income Fund (TWEIX) at 2.20%. This indicates that AADNX's price experiences larger fluctuations and is considered to be riskier than TWEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AADNX	TWEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.21%	2.20%	+1.01%
Volatility (6M) Calculated over the trailing 6-month period	8.64%	6.23%	+2.41%
Volatility (1Y) Calculated over the trailing 1-year period	10.89%	8.37%	+2.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.97%	10.74%	+3.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.84%	13.36%	+0.48%

AADNX vs. TWEIX - Expense Ratio Comparison

AADNX has a 0.58% expense ratio, which is lower than TWEIX's 0.94% expense ratio.

Dividends

AADNX vs. TWEIX - Dividend Comparison

AADNX's dividend yield for the trailing twelve months is around 3.49%, less than TWEIX's 9.77% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AADNX American Century One Choice Blend+ 2050 Portfolio	3.49%	3.85%	3.18%	2.14%	2.97%	3.06%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
TWEIX American Century Equity Income Fund	9.77%	10.35%	11.51%	8.02%	8.76%	6.83%	2.00%	7.38%	8.79%	11.95%	7.88%	10.49%

Frequently Asked Questions

Can I hold both AADNX and TWEIX in my portfolio?

AADNX and TWEIX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AADNX or TWEIX?

AADNX has higher volatility (3.21%) compared to TWEIX (2.20%). In terms of maximum drawdown, AADNX dropped -25.48% vs TWEIX's -39.30%.

Which has better risk-adjusted returns?

AADNX currently has the higher Sharpe Ratio (2.38 vs 1.88), 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.