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:
1.89
SPY:
1.92
ACFOX:
2.46
SPY:
2.57
ACFOX:
1.33
SPY:
1.35
ACFOX:
1.86
SPY:
2.94
ACFOX:
10.70
SPY:
12.26
ACFOX:
3.85%
SPY:
2.02%
ACFOX:
21.83%
SPY:
12.89%
ACFOX:
-59.40%
SPY:
-55.19%
ACFOX:
-2.48%
SPY:
-0.77%
Returns By Period
The year-to-date returns for both stocks are quite close, with ACFOX having a 3.26% return and SPY slightly lower at 3.24%. Over the past 10 years, ACFOX has outperformed SPY with an annualized return of 16.20%, while SPY has yielded a comparatively lower 13.59% annualized return.
ACFOX
3.26%
3.26%
23.62%
45.24%
16.92%
16.20%
SPY
3.24%
3.24%
12.14%
26.91%
15.25%
13.59%
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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 1.17%.
| 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 | 1.17% | 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 7.94% compared to SPDR S&P 500 ETF (SPY) at 4.10%. 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.