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ACITX vs. BIGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACITX vs. BIGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Inflation-Adjusted Bond Fund (ACITX) and American Century Disciplined Core Value Fund (BIGRX). The values are adjusted to include any dividend payments, if applicable.

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ACITX vs. BIGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACITX
American Century Inflation-Adjusted Bond Fund
0.28%6.68%1.68%3.17%-12.37%6.38%10.28%7.85%-1.21%4.47%
BIGRX
American Century Disciplined Core Value Fund
0.26%14.85%13.26%8.44%-12.59%24.22%11.86%24.00%-6.37%20.63%

Returns By Period

In the year-to-date period, ACITX achieves a 0.28% return, which is significantly higher than BIGRX's 0.26% return. Over the past 10 years, ACITX has underperformed BIGRX with an annualized return of 2.56%, while BIGRX has yielded a comparatively higher 10.16% annualized return.


ACITX

1D
0.00%
1M
-1.12%
YTD
0.28%
6M
0.01%
1Y
2.71%
3Y*
2.70%
5Y*
1.10%
10Y*
2.56%

BIGRX

1D
2.23%
1M
-5.23%
YTD
0.26%
6M
4.65%
1Y
17.43%
3Y*
12.74%
5Y*
6.47%
10Y*
10.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACITX vs. BIGRX - Expense Ratio Comparison

ACITX has a 0.46% expense ratio, which is lower than BIGRX's 0.65% expense ratio.


Return for Risk

ACITX vs. BIGRX — Risk / Return Rank

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

ACITX
ACITX Risk / Return Rank: 2424
Overall Rank
ACITX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
ACITX Sortino Ratio Rank: 2020
Sortino Ratio Rank
ACITX Omega Ratio Rank: 1818
Omega Ratio Rank
ACITX Calmar Ratio Rank: 3333
Calmar Ratio Rank
ACITX Martin Ratio Rank: 2727
Martin Ratio Rank

BIGRX
BIGRX Risk / Return Rank: 6262
Overall Rank
BIGRX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BIGRX Sortino Ratio Rank: 6060
Sortino Ratio Rank
BIGRX Omega Ratio Rank: 5656
Omega Ratio Rank
BIGRX Calmar Ratio Rank: 6565
Calmar Ratio Rank
BIGRX Martin Ratio Rank: 7272
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.

ACITX vs. BIGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Inflation-Adjusted Bond Fund (ACITX) and American Century Disciplined Core Value Fund (BIGRX). 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.


ACITXBIGRXDifference

Sharpe ratio

Return per unit of total volatility

0.67

1.10

-0.43

Sortino ratio

Return per unit of downside risk

0.94

1.62

-0.68

Omega ratio

Gain probability vs. loss probability

1.12

1.23

-0.11

Calmar ratio

Return relative to maximum drawdown

1.01

1.60

-0.58

Martin ratio

Return relative to average drawdown

3.24

7.10

-3.86

ACITX vs. BIGRX - Sharpe Ratio Comparison

The current ACITX Sharpe Ratio is 0.67, which is lower than the BIGRX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of ACITX and BIGRX, 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


ACITXBIGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

1.10

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.43

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.61

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.56

+0.19

Correlation

The correlation between ACITX and BIGRX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

ACITX vs. BIGRX - Dividend Comparison

ACITX's dividend yield for the trailing twelve months is around 4.29%, less than BIGRX's 9.03% yield.


TTM20252024202320222021202020192018201720162015
ACITX
American Century Inflation-Adjusted Bond Fund
4.29%4.30%2.19%4.44%7.34%4.47%1.16%2.45%4.31%3.47%2.27%0.99%
BIGRX
American Century Disciplined Core Value Fund
9.03%9.05%1.32%1.55%1.88%28.04%16.19%3.90%13.40%9.32%3.91%9.22%

Drawdowns

ACITX vs. BIGRX - Drawdown Comparison

The maximum ACITX drawdown since its inception was -15.50%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for ACITX and BIGRX.


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Drawdown Indicators


ACITXBIGRXDifference

Max Drawdown

Largest peak-to-trough decline

-15.50%

-58.04%

+42.54%

Max Drawdown (1Y)

Largest decline over 1 year

-3.05%

-11.35%

+8.30%

Max Drawdown (5Y)

Largest decline over 5 years

-15.50%

-22.19%

+6.69%

Max Drawdown (10Y)

Largest decline over 10 years

-15.50%

-32.62%

+17.12%

Current Drawdown

Current decline from peak

-2.27%

-5.90%

+3.63%

Average Drawdown

Average peak-to-trough decline

-3.25%

-9.04%

+5.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

2.55%

-1.60%

Volatility

ACITX vs. BIGRX - Volatility Comparison

The current volatility for American Century Inflation-Adjusted Bond Fund (ACITX) is 1.38%, while American Century Disciplined Core Value Fund (BIGRX) has a volatility of 4.38%. This indicates that ACITX experiences smaller price fluctuations and is considered to be less risky than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACITXBIGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.38%

4.38%

-3.00%

Volatility (6M)

Calculated over the trailing 6-month period

2.22%

8.65%

-6.43%

Volatility (1Y)

Calculated over the trailing 1-year period

4.07%

15.84%

-11.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.15%

14.97%

-8.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.52%

16.81%

-11.29%