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ACIHX vs. TWHIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACIHX vs. TWHIX - Performance Comparison

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

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ACIHX vs. TWHIX - Yearly Performance Comparison


2026 (YTD)2025202420232022
ACIHX
American Century Growth Fund G Class
-13.30%16.26%27.35%44.64%-6.24%
TWHIX
American Century Heritage Fund
-10.01%6.53%24.66%20.64%3.57%

Returns By Period

In the year-to-date period, ACIHX achieves a -13.30% return, which is significantly lower than TWHIX's -10.01% return.


ACIHX

1D
-0.39%
1M
-8.72%
YTD
-13.30%
6M
-12.27%
1Y
13.26%
3Y*
17.20%
5Y*
10Y*

TWHIX

1D
-1.22%
1M
-9.79%
YTD
-10.01%
6M
-13.12%
1Y
4.24%
3Y*
9.84%
5Y*
2.81%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACIHX vs. TWHIX - Expense Ratio Comparison

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


Return for Risk

ACIHX vs. TWHIX — Risk / Return Rank

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

ACIHX
ACIHX Risk / Return Rank: 2323
Overall Rank
ACIHX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 2727
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 2525
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 2121
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2121
Martin Ratio Rank

TWHIX
TWHIX Risk / Return Rank: 99
Overall Rank
TWHIX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TWHIX Sortino Ratio Rank: 1010
Sortino Ratio Rank
TWHIX Omega Ratio Rank: 99
Omega Ratio Rank
TWHIX Calmar Ratio Rank: 88
Calmar Ratio Rank
TWHIX Martin Ratio Rank: 88
Martin Ratio Rank
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. TWHIX - Risk-Adjusted Trends Comparison

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


ACIHXTWHIXDifference

Sharpe ratio

Return per unit of total volatility

0.59

0.16

+0.43

Sortino ratio

Return per unit of downside risk

1.02

0.40

+0.61

Omega ratio

Gain probability vs. loss probability

1.14

1.05

+0.09

Calmar ratio

Return relative to maximum drawdown

0.63

0.10

+0.53

Martin ratio

Return relative to average drawdown

2.21

0.32

+1.89

ACIHX vs. TWHIX - Sharpe Ratio Comparison

The current ACIHX Sharpe Ratio is 0.59, which is higher than the TWHIX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of ACIHX and TWHIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ACIHXTWHIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

0.16

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.51

+0.22

Correlation

The correlation between ACIHX and TWHIX is 0.85, 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

ACIHX vs. TWHIX - Dividend Comparison

ACIHX's dividend yield for the trailing twelve months is around 18.39%, less than TWHIX's 24.60% yield.


TTM2025202420232022202120202019201820172016
ACIHX
American Century Growth Fund G Class
18.39%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%
TWHIX
American Century Heritage Fund
24.60%22.14%15.58%0.78%0.98%12.00%13.72%11.32%25.33%9.38%8.71%

Drawdowns

ACIHX vs. TWHIX - Drawdown Comparison

The maximum ACIHX drawdown since its inception was -24.00%, smaller than the maximum TWHIX drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for ACIHX and TWHIX.


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Drawdown Indicators


ACIHXTWHIXDifference

Max Drawdown

Largest peak-to-trough decline

-24.00%

-56.98%

+32.98%

Max Drawdown (1Y)

Largest decline over 1 year

-16.40%

-15.82%

-0.58%

Max Drawdown (5Y)

Largest decline over 5 years

-40.34%

Max Drawdown (10Y)

Largest decline over 10 years

-40.34%

Current Drawdown

Current decline from peak

-16.40%

-15.82%

-0.58%

Average Drawdown

Average peak-to-trough decline

-4.95%

-12.27%

+7.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.68%

5.00%

-0.32%

Volatility

ACIHX vs. TWHIX - Volatility Comparison

The current volatility for American Century Growth Fund G Class (ACIHX) is 5.43%, while American Century Heritage Fund (TWHIX) has a volatility of 6.05%. This indicates that ACIHX experiences smaller price fluctuations and is considered to be less risky than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACIHXTWHIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.43%

6.05%

-0.62%

Volatility (6M)

Calculated over the trailing 6-month period

12.03%

13.36%

-1.33%

Volatility (1Y)

Calculated over the trailing 1-year period

22.42%

23.61%

-1.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.21%

23.25%

-2.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.21%

22.73%

-1.52%