ACFOX vs. SPY
Compare and contrast key facts about American Century Investments Focused Dynamic Growth Fund (ACFOX) and SPDR S&P 500 ETF (SPY).
ACFOX is managed by American Century Investments. It was launched on May 31, 2006. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACFOX or SPY.
Correlation
The correlation between ACFOX and SPY is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ACFOX vs. SPY - Performance Comparison
Key characteristics
ACFOX:
0.22
SPY:
0.32
ACFOX:
0.45
SPY:
0.51
ACFOX:
1.06
SPY:
1.07
ACFOX:
0.25
SPY:
0.39
ACFOX:
0.81
SPY:
1.52
ACFOX:
6.59%
SPY:
3.13%
ACFOX:
24.61%
SPY:
14.74%
ACFOX:
-59.40%
SPY:
-55.19%
ACFOX:
-21.38%
SPY:
-12.17%
Returns By Period
In the year-to-date period, ACFOX achieves a -16.76% return, which is significantly lower than SPY's -8.15% return. Over the past 10 years, ACFOX has outperformed SPY with an annualized return of 13.27%, while SPY has yielded a comparatively lower 11.89% annualized return.
ACFOX
-16.76%
-8.46%
-5.22%
4.94%
15.95%
13.27%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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ACFOX vs. SPY - Expense Ratio Comparison
ACFOX has a 0.85% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ACFOX vs. SPY — Risk-Adjusted Performance Rank
ACFOX
SPY
ACFOX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Dynamic Growth Fund (ACFOX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
ACFOX vs. SPY - Dividend Comparison
ACFOX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.14% | 1.33% | 1.32% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ACFOX vs. SPY - Drawdown Comparison
The maximum ACFOX drawdown since its inception was -59.40%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ACFOX and SPY. For additional features, visit the drawdowns tool.
Volatility
ACFOX vs. SPY - Volatility Comparison
American Century Investments Focused Dynamic Growth Fund (ACFOX) has a higher volatility of 11.25% compared to SPDR S&P 500 ETF (SPY) at 7.47%. This indicates that ACFOX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.