ACCNX vs. BIGRX
ACCNX (American Century Core Plus Fund) and BIGRX (American Century Disciplined Core Value Fund) are both mutual funds - ACCNX is a Intermediate Core-Plus Bond fund managed by American Century, while BIGRX is a Large Cap Value Equities fund managed by American Century. Over the past 10 years, ACCNX returned 1.73%/yr vs 11.55%/yr for BIGRX. At a correlation of -0.15, they often move in opposite directions. ACCNX charges 0.54%/yr vs 0.65%/yr for BIGRX.
Performance
ACCNX vs. BIGRX - Performance Comparison
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Returns By Period
In the year-to-date period, ACCNX achieves a 0.87% return, which is significantly lower than BIGRX's 11.76% return. Over the past 10 years, ACCNX has underperformed BIGRX with an annualized return of 1.73%, while BIGRX has yielded a comparatively higher 11.55% annualized return.
ACCNX
- 1D
- 0.44%
- 1M
- 0.95%
- YTD
- 0.87%
- 6M
- 1.16%
- 1Y
- 5.00%
- 3Y*
- 4.64%
- 5Y*
- -0.08%
- 10Y*
- 1.73%
BIGRX
- 1D
- 0.07%
- 1M
- 0.81%
- YTD
- 11.76%
- 6M
- 10.19%
- 1Y
- 27.13%
- 3Y*
- 16.85%
- 5Y*
- 8.00%
- 10Y*
- 11.55%
ACCNX vs. BIGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACCNX American Century Core Plus Fund | 0.87% | 7.45% | 2.00% | 5.64% | -15.80% | 0.34% | 8.00% | 9.05% | -1.37% | 4.59% |
BIGRX American Century Disciplined Core Value Fund | 11.76% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
Correlation
The correlation between ACCNX and BIGRX is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2006 | -0.15 |
The correlation between ACCNX and BIGRX shifts across timeframes, from -0.15 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ACCNX vs. BIGRX — Risk / Return Rank
ACCNX
BIGRX
ACCNX vs. BIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Core Plus Fund (ACCNX) 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.
| ACCNX | BIGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.41 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.66 | 3.35 | -1.68 |
| Martin ratioReturn relative to average drawdown | 5.11 | 13.97 | -8.85 |
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Drawdowns
ACCNX vs. BIGRX - Drawdown Comparison
The maximum ACCNX drawdown since its inception was -20.34%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for ACCNX and BIGRX.
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Drawdown Indicators
| ACCNX | BIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.34% | -58.04% | +37.70% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -7.95% | +4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -6.99% | -18.24% | +11.25% |
Max Drawdown (5Y)Largest decline over 5 years | -20.34% | -22.19% | +1.85% |
Max Drawdown (10Y)Largest decline over 10 years | -20.34% | -32.62% | +12.28% |
Current DrawdownCurrent decline from peak | -2.43% | -1.61% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -8.98% | +5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.90% | -0.90% |
Volatility
ACCNX vs. BIGRX - Volatility Comparison
The current volatility for American Century Core Plus Fund (ACCNX) is 1.20%, while American Century Disciplined Core Value Fund (BIGRX) has a volatility of 4.31%. This indicates that ACCNX experiences smaller price fluctuations and is considered to be less risky than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACCNX | BIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 4.31% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | 9.01% | -5.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.91% | 11.72% | -7.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.16% | 14.96% | -8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.03% | 16.82% | -11.79% |
ACCNX vs. BIGRX - Expense Ratio Comparison
ACCNX has a 0.54% expense ratio, which is lower than BIGRX's 0.65% expense ratio.
Dividends
ACCNX vs. BIGRX - Dividend Comparison
ACCNX's dividend yield for the trailing twelve months is around 4.68%, less than BIGRX's 8.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACCNX American Century Core Plus Fund | 4.68% | 4.74% | 4.84% | 4.21% | 2.29% | 3.18% | 2.03% | 2.75% | 3.88% | 2.99% | 2.79% | 2.93% |
BIGRX American Century Disciplined Core Value Fund | 8.04% | 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
ACCNX and BIGRX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIGRX has higher volatility (4.31%) compared to ACCNX (1.20%). In terms of maximum drawdown, ACCNX dropped -20.34% vs BIGRX's -58.04%.
BIGRX currently has the higher Sharpe Ratio (2.28 vs 1.32), 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.
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