ACFOX vs. SWPPX
Compare and contrast key facts about American Century Investments Focused Dynamic Growth Fund (ACFOX) and Schwab S&P 500 Index Fund (SWPPX).
ACFOX is managed by American Century. It was launched on May 31, 2006. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
ACFOX vs. SWPPX - Performance Comparison
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ACFOX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | -14.41% | 20.51% | 43.30% | 35.66% | -36.32% | 7.08% | 73.31% | 32.30% | 6.51% | 34.55% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, ACFOX achieves a -14.41% return, which is significantly lower than SWPPX's -7.07% return. Over the past 10 years, ACFOX has outperformed SWPPX with an annualized return of 16.85%, while SWPPX has yielded a comparatively lower 13.71% annualized return.
ACFOX
- 1D
- -0.86%
- 1M
- -8.88%
- YTD
- -14.41%
- 6M
- -10.23%
- 1Y
- 19.65%
- 3Y*
- 21.09%
- 5Y*
- 6.51%
- 10Y*
- 16.85%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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ACFOX vs. SWPPX - Expense Ratio Comparison
ACFOX has a 0.85% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
ACFOX vs. SWPPX — Risk / Return Rank
ACFOX
SWPPX
ACFOX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments Focused Dynamic Growth Fund (ACFOX) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.84 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.30 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.06 | -0.12 |
Martin ratioReturn relative to average drawdown | 3.40 | 5.14 | -1.73 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.84 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.68 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.76 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.48 | +0.04 |
Correlation
The correlation between ACFOX and SWPPX 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.
Dividends
ACFOX vs. SWPPX - Dividend Comparison
ACFOX's dividend yield for the trailing twelve months is around 8.83%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACFOX American Century Investments Focused Dynamic Growth Fund | 8.83% | 7.56% | 0.00% | 0.00% | 0.00% | 2.48% | 0.62% | 0.00% | 0.00% | 0.00% | 1.15% | 1.33% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
ACFOX vs. SWPPX - Drawdown Comparison
The maximum ACFOX drawdown since its inception was -58.92%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ACFOX and SWPPX.
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Drawdown Indicators
| ACFOX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.92% | -55.06% | -3.86% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -12.10% | -4.42% |
Max Drawdown (5Y)Largest decline over 5 years | -43.77% | -24.51% | -19.26% |
Max Drawdown (10Y)Largest decline over 10 years | -43.77% | -33.80% | -9.97% |
Current DrawdownCurrent decline from peak | -16.52% | -8.89% | -7.63% |
Average DrawdownAverage peak-to-trough decline | -14.81% | -10.00% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.49% | +2.07% |
Volatility
ACFOX vs. SWPPX - Volatility Comparison
American Century Investments Focused Dynamic Growth Fund (ACFOX) has a higher volatility of 6.86% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that ACFOX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACFOX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.86% | 4.29% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 9.11% | +5.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.83% | 18.14% | +6.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.20% | 16.89% | +8.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 18.19% | +5.48% |