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 0.87, 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:
2.41
SPY:
2.21
ACFOX:
3.03
SPY:
2.93
ACFOX:
1.43
SPY:
1.41
ACFOX:
1.90
SPY:
3.26
ACFOX:
13.37
SPY:
14.40
ACFOX:
3.73%
SPY:
1.90%
ACFOX:
20.72%
SPY:
12.44%
ACFOX:
-59.40%
SPY:
-55.19%
ACFOX:
-0.64%
SPY:
-1.83%
Returns By Period
In the year-to-date period, ACFOX achieves a 49.72% return, which is significantly higher than SPY's 26.72% return. Over the past 10 years, ACFOX has outperformed SPY with an annualized return of 16.12%, while SPY has yielded a comparatively lower 13.04% annualized return.
ACFOX
49.72%
6.18%
19.89%
49.88%
18.22%
16.12%
SPY
26.72%
0.20%
10.28%
27.17%
14.87%
13.04%
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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 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 1.19%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.14% | 1.33% | 1.32% | 0.96% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 6.72% compared to SPDR S&P 500 ETF (SPY) at 3.81%. 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.