AADVX vs. BULIX
Compare and contrast key facts about American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Century Utilities Fund (BULIX).
AADVX is managed by American Century. It was launched on Mar 9, 2021. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
AADVX vs. BULIX - Performance Comparison
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AADVX vs. BULIX - 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% |
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 16.20% |
Returns By Period
In the year-to-date period, AADVX achieves a -3.57% return, which is significantly lower than BULIX's 9.37% return.
AADVX
- 1D
- -0.41%
- 1M
- -8.71%
- YTD
- -3.57%
- 6M
- -0.34%
- 1Y
- 17.59%
- 3Y*
- 13.60%
- 5Y*
- 6.99%
- 10Y*
- —
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
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AADVX vs. BULIX - Expense Ratio Comparison
AADVX has a 0.58% expense ratio, which is lower than BULIX's 0.65% expense ratio.
Return for Risk
AADVX vs. BULIX — Risk / Return Rank
AADVX
BULIX
AADVX vs. BULIX - 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 Utilities Fund (BULIX). 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 | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.50 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.00 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.89 | -1.49 |
Martin ratioReturn relative to average drawdown | 6.46 | 7.19 | -0.73 |
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 | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.50 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.58 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.02 |
Correlation
The correlation between AADVX and BULIX is 0.47, 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. BULIX - Dividend Comparison
AADVX's dividend yield for the trailing twelve months is around 3.86%, less than BULIX's 10.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
AADVX vs. BULIX - Drawdown Comparison
The maximum AADVX drawdown since its inception was -26.03%, smaller than the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for AADVX and BULIX.
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Drawdown Indicators
| AADVX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.03% | -55.21% | +29.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -8.34% | -2.93% |
Max Drawdown (5Y)Largest decline over 5 years | -26.03% | -24.56% | -1.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.86% | — |
Current DrawdownCurrent decline from peak | -9.19% | -2.97% | -6.22% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -10.06% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 3.35% | -0.91% |
Volatility
AADVX vs. BULIX - Volatility Comparison
American Century One Choice Blend+ 2055 Portfolio (AADVX) and American Century Utilities Fund (BULIX) have volatilities of 4.85% and 4.86%, 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.
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Volatility by Period
| AADVX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 4.86% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 9.76% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 15.50% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 16.57% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 17.99% | -3.48% |