ACFOX vs. BULIX
ACFOX (American Century Investments Focused Dynamic Growth Fund) and BULIX (American Century Utilities Fund) are both mutual funds - ACFOX is a Large Cap Growth Equities fund managed by American Century, while BULIX is a Utilities Equities fund managed by American Century. Over the past 10 years, ACFOX returned 19.58%/yr vs 6.86%/yr for BULIX. At a 0.50 correlation, their price movements are largely independent. ACFOX charges 0.85%/yr vs 0.65%/yr for BULIX.
Performance
ACFOX vs. BULIX - Performance Comparison
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Returns By Period
In the year-to-date period, ACFOX achieves a 9.28% return, which is significantly higher than BULIX's 4.40% return. Over the past 10 years, ACFOX has outperformed BULIX with an annualized return of 19.58%, while BULIX has yielded a comparatively lower 6.86% annualized return.
ACFOX
- 1D
- -1.06%
- 1M
- 5.78%
- YTD
- 9.28%
- 6M
- 10.92%
- 1Y
- 33.16%
- 3Y*
- 28.29%
- 5Y*
- 11.86%
- 10Y*
- 19.58%
BULIX
- 1D
- 1.70%
- 1M
- -5.06%
- YTD
- 4.40%
- 6M
- 2.91%
- 1Y
- 10.79%
- 3Y*
- 15.11%
- 5Y*
- 8.21%
- 10Y*
- 6.86%
ACFOX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 9.28% | 20.51% | 43.30% | 35.66% | -36.32% | 7.08% | 73.31% | 32.30% | 6.51% | 34.55% |
BULIX American Century Utilities Fund | 4.40% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
Correlation
The correlation between ACFOX and BULIX is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2006 | 0.50 |
Over the past year, the correlation between ACFOX and BULIX has dropped to 0.03 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
ACFOX vs. BULIX — Risk / Return Rank
ACFOX
BULIX
ACFOX vs. BULIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Dynamic Growth Fund (ACFOX) 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.
| ACFOX | BULIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.15 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.26 | +0.79 |
| Martin ratioReturn relative to average drawdown | 7.24 | 3.11 | +4.13 |
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
| ACFOX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.81 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.49 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.38 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.45 | +0.13 |
Drawdowns
ACFOX vs. BULIX - Drawdown Comparison
The maximum ACFOX drawdown since its inception was -58.92%, which is greater than BULIX's maximum drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for ACFOX and BULIX.
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Drawdown Indicators
| ACFOX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -55.21% | -3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -8.93% | -7.59% |
Max Drawdown (3Y)Largest decline over 3 years | -27.03% | -16.54% | -10.49% |
Max Drawdown (5Y)Largest decline over 5 years | -43.77% | -24.56% | -19.21% |
Max Drawdown (10Y)Largest decline over 10 years | -43.77% | -33.86% | -9.91% |
Current DrawdownCurrent decline from peak | -1.06% | -7.38% | +6.32% |
Average DrawdownAverage peak-to-trough decline | -14.71% | -10.03% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 3.61% | +1.06% |
Volatility
ACFOX vs. BULIX - Volatility Comparison
American Century Investments Focused Dynamic Growth Fund (ACFOX) and American Century Utilities Fund (BULIX) have volatilities of 5.17% and 5.15%, 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
| ACFOX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 5.15% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.56% | 11.14% | +3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 13.85% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.28% | 16.71% | +8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.81% | 18.05% | +5.76% |
ACFOX vs. BULIX - Expense Ratio Comparison
ACFOX has a 0.85% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Dividends
ACFOX vs. BULIX - Dividend Comparison
ACFOX's dividend yield for the trailing twelve months is around 6.91%, less than BULIX's 10.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 6.91% | 7.56% | 0.00% | 0.00% | 0.00% | 2.48% | 0.62% | 0.00% | 0.00% | 0.00% | 1.15% | 1.33% |
BULIX American Century Utilities Fund | 10.93% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Frequently Asked Questions
ACFOX and BULIX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACFOX has higher volatility (5.17%) compared to BULIX (5.15%). In terms of maximum drawdown, ACFOX dropped -58.92% vs BULIX's -55.21%.
ACFOX currently has the higher Sharpe Ratio (1.80 vs 0.81), 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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