ACIHX vs. CHAIX

Last updated Jun 25, 2026

ACIHX (American Century Growth Fund G Class) and CHAIX (Chase Growth Fund Institutional Class) are both Large Cap Growth Equities funds. Both are actively managed. Over the past 3 years, ACIHX returned 19.72%/yr vs 32.95%/yr for CHAIX. Their correlation of 0.86 suggests significant overlap in exposure. ACIHX charges 0.01%/yr vs 1.00%/yr for CHAIX.

Performance

ACIHX vs. CHAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Growth Fund G Class (ACIHX) and Chase Growth Fund Institutional Class (CHAIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACIHX achieves a 1.80% return, which is significantly lower than CHAIX's 24.13% return.

ACIHX

• 1D: -1.70%
• 1M: -3.26%
• YTD: 1.80%
• 6M: 0.44%
• 1Y: 16.74%
• 3Y*: 19.72%
• 5Y*: —
• 10Y*: —

CHAIX

• 1D: -1.93%
• 1M: 2.68%
• YTD: 24.13%
• 6M: 21.91%
• 1Y: 45.63%
• 3Y*: 32.95%
• 5Y*: 17.92%
• 10Y*: 18.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ACIHX vs. CHAIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ACIHX American Century Growth Fund G Class	1.80%	16.26%	27.35%	44.64%	-6.24%
CHAIX Chase Growth Fund Institutional Class	24.13%	20.67%	38.77%	26.00%	-5.95%

Correlation

The correlation between ACIHX and CHAIX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (All Time) Calculated using the full available price history since May 16, 2022	0.86

The correlation between ACIHX and CHAIX has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.

Return for Risk

ACIHX vs. CHAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACIHX

ACIHX Risk / Return Rank: 16
ACIHX Sharpe Ratio Rank: 19
ACIHX Sortino Ratio Rank: 17
ACIHX Omega Ratio Rank: 18
ACIHX Calmar Ratio Rank: 13
ACIHX Martin Ratio Rank: 15

CHAIX

CHAIX Risk / Return Rank: 88
CHAIX Sharpe Ratio Rank: 90
CHAIX Sortino Ratio Rank: 82
CHAIX Omega Ratio Rank: 79
CHAIX Calmar Ratio Rank: 94
CHAIX Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACIHX vs. CHAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Growth Fund G Class (ACIHX) and Chase Growth Fund Institutional Class (CHAIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ACIHX	CHAIX	Difference
Sharpe ratio: Return per unit of total volatility	1.12	2.63	-1.51
Sortino ratio: Return per unit of downside risk	1.59	3.41	-1.82
Omega ratio: Gain probability vs. loss probability	1.20	1.44	-0.24
Calmar ratio: Return relative to maximum drawdown	1.14	4.87	-3.74
Martin ratio: Return relative to average drawdown	3.71	19.99	-16.28

ACIHX vs. CHAIX - Sharpe Ratio Comparison

The current ACIHX Sharpe Ratio is 1.12, which is lower than the CHAIX Sharpe Ratio of 2.63. The chart below compares the historical Sharpe Ratios of ACIHX and CHAIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ACIHX vs. CHAIX - Drawdown Comparison

The maximum ACIHX drawdown since its inception was -24.00%, smaller than the maximum CHAIX drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for ACIHX and CHAIX.

Drawdown Indicators

	ACIHX	CHAIX	Difference
Max Drawdown Largest peak-to-trough decline	-24.00%	-50.61%	+26.61%
Max Drawdown (1Y) Largest decline over 1 year	-16.40%	-9.86%	-6.54%
Max Drawdown (3Y) Largest decline over 3 years	-24.00%	-23.40%	-0.60%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-30.36%	—
Current Drawdown Current decline from peak	-7.04%	-2.11%	-4.93%
Average Drawdown Average peak-to-trough decline	-4.88%	-10.37%	+5.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.01%	2.40%	+2.61%

Volatility

ACIHX vs. CHAIX - Volatility Comparison

American Century Growth Fund G Class (ACIHX) and Chase Growth Fund Institutional Class (CHAIX) have volatilities of 6.58% and 6.91%, 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.

Volatility by Period

	ACIHX	CHAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.58%	6.91%	-0.33%
Volatility (6M) Calculated over the trailing 6-month period	13.06%	14.39%	-1.33%
Volatility (1Y) Calculated over the trailing 1-year period	16.67%	18.31%	-1.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.12%	18.72%	+2.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.12%	19.09%	+2.03%

ACIHX vs. CHAIX - Expense Ratio Comparison

ACIHX has a 0.01% expense ratio, which is lower than CHAIX's 1.00% expense ratio.

Dividends

ACIHX vs. CHAIX - Dividend Comparison

ACIHX's dividend yield for the trailing twelve months is around 15.67%, more than CHAIX's 6.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACIHX American Century Growth Fund G Class	15.67%	15.95%	5.65%	4.61%	2.86%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CHAIX Chase Growth Fund Institutional Class	6.61%	8.20%	18.32%	5.36%	5.09%	18.78%	7.39%	21.65%	12.33%	11.44%	8.83%	9.93%

Frequently Asked Questions

Can I hold both ACIHX and CHAIX in my portfolio?

ACIHX and CHAIX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ACIHX or CHAIX?

CHAIX has higher volatility (6.91%) compared to ACIHX (6.58%). In terms of maximum drawdown, ACIHX dropped -24.00% vs CHAIX's -50.61%.

Which has better risk-adjusted returns?

CHAIX currently has the higher Sharpe Ratio (2.63 vs 1.12), 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.