AADVX vs. BGEIX
Compare and contrast key facts about American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Century Global Gold Fund (BGEIX).
AADVX is managed by American Century. It was launched on Mar 9, 2021. BGEIX is managed by American Century. It was launched on Aug 16, 1988.
Performance
AADVX vs. BGEIX - Performance Comparison
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AADVX vs. BGEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AADVX American Century One Choice Blend+ 2055 Portfolio | -3.57% | 20.15% | 14.53% | 16.70% | -16.92% | 9.39% |
BGEIX American Century Global Gold Fund | -0.90% | 158.45% | 15.10% | 7.52% | -12.54% | -0.97% |
Returns By Period
In the year-to-date period, AADVX achieves a -3.57% return, which is significantly lower than BGEIX's -0.90% return.
AADVX
- 1D
- -0.41%
- 1M
- -8.71%
- YTD
- -3.57%
- 6M
- -0.34%
- 1Y
- 17.59%
- 3Y*
- 13.60%
- 5Y*
- 6.99%
- 10Y*
- —
BGEIX
- 1D
- -0.23%
- 1M
- -25.99%
- YTD
- -0.90%
- 6M
- 14.02%
- 1Y
- 86.62%
- 3Y*
- 41.61%
- 5Y*
- 22.42%
- 10Y*
- 16.25%
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AADVX vs. BGEIX - Expense Ratio Comparison
AADVX has a 0.58% expense ratio, which is lower than BGEIX's 0.65% expense ratio.
Return for Risk
AADVX vs. BGEIX — Risk / Return Rank
AADVX
BGEIX
AADVX vs. BGEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Century Global Gold Fund (BGEIX). 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.
| AADVX | BGEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 2.06 | -0.95 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.33 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.90 | -1.50 |
Martin ratioReturn relative to average drawdown | 6.46 | 10.79 | -4.33 |
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
| AADVX | BGEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.06 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.69 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.16 | +0.32 |
Correlation
The correlation between AADVX and BGEIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AADVX vs. BGEIX - Dividend Comparison
AADVX's dividend yield for the trailing twelve months is around 3.86%, more than BGEIX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AADVX American Century One Choice Blend+ 2055 Portfolio | 3.86% | 3.72% | 3.05% | 1.66% | 3.21% | 3.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BGEIX American Century Global Gold Fund | 0.85% | 0.85% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% |
Drawdowns
AADVX vs. BGEIX - Drawdown Comparison
The maximum AADVX drawdown since its inception was -26.03%, smaller than the maximum BGEIX drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for AADVX and BGEIX.
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Drawdown Indicators
| AADVX | BGEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.03% | -78.69% | +52.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -30.55% | +19.28% |
Max Drawdown (5Y)Largest decline over 5 years | -26.03% | -46.62% | +20.59% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.92% | — |
Current DrawdownCurrent decline from peak | -9.19% | -25.99% | +16.80% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -35.23% | +28.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 8.21% | -5.77% |
Volatility
AADVX vs. BGEIX - Volatility Comparison
The current volatility for American Century One Choice Blend+ 2055 Portfolio (AADVX) is 4.85%, while American Century Global Gold Fund (BGEIX) has a volatility of 15.52%. This indicates that AADVX experiences smaller price fluctuations and is considered to be less risky than BGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADVX | BGEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 15.52% | -10.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 35.02% | -26.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 43.03% | -27.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 32.87% | -18.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 33.39% | -18.88% |