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ACITX vs. TWCUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACITX vs. TWCUX - 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 Ultra Fund (TWCUX). The values are adjusted to include any dividend payments, if applicable.

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ACITX vs. TWCUX - 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%
TWCUX
American Century Ultra Fund
-12.28%12.66%29.54%43.36%-32.38%23.47%49.79%34.60%0.70%31.65%

Returns By Period

In the year-to-date period, ACITX achieves a 0.28% return, which is significantly higher than TWCUX's -12.28% return. Over the past 10 years, ACITX has underperformed TWCUX with an annualized return of 2.56%, while TWCUX has yielded a comparatively higher 15.69% annualized return.


ACITX

1D
0.66%
1M
-1.40%
YTD
0.28%
6M
0.10%
1Y
2.71%
3Y*
2.70%
5Y*
1.16%
10Y*
2.56%

TWCUX

1D
-0.65%
1M
-8.79%
YTD
-12.28%
6M
-10.88%
1Y
11.48%
3Y*
16.46%
5Y*
8.90%
10Y*
15.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACITX vs. TWCUX - Expense Ratio Comparison

ACITX has a 0.46% expense ratio, which is lower than TWCUX's 0.93% expense ratio.


Return for Risk

ACITX vs. TWCUX — Risk / Return Rank

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

ACITX
ACITX Risk / Return Rank: 3535
Overall Rank
ACITX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ACITX Sortino Ratio Rank: 3030
Sortino Ratio Rank
ACITX Omega Ratio Rank: 2626
Omega Ratio Rank
ACITX Calmar Ratio Rank: 4949
Calmar Ratio Rank
ACITX Martin Ratio Rank: 3737
Martin Ratio Rank

TWCUX
TWCUX Risk / Return Rank: 2020
Overall Rank
TWCUX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TWCUX Sortino Ratio Rank: 2323
Sortino Ratio Rank
TWCUX Omega Ratio Rank: 2222
Omega Ratio Rank
TWCUX Calmar Ratio Rank: 1818
Calmar Ratio Rank
TWCUX Martin Ratio Rank: 1818
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. TWCUX - 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 Ultra Fund (TWCUX). 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.


ACITXTWCUXDifference

Sharpe ratio

Return per unit of total volatility

0.76

0.50

+0.27

Sortino ratio

Return per unit of downside risk

1.07

0.88

+0.18

Omega ratio

Gain probability vs. loss probability

1.14

1.12

+0.02

Calmar ratio

Return relative to maximum drawdown

1.21

0.53

+0.68

Martin ratio

Return relative to average drawdown

3.87

1.87

+2.00

ACITX vs. TWCUX - Sharpe Ratio Comparison

The current ACITX Sharpe Ratio is 0.76, which is higher than the TWCUX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of ACITX and TWCUX, 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


ACITXTWCUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

0.50

+0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.40

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.72

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.51

+0.24

Correlation

The correlation between ACITX and TWCUX is -0.11. 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. TWCUX - Dividend Comparison

ACITX's dividend yield for the trailing twelve months is around 4.29%, less than TWCUX's 13.19% 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%
TWCUX
American Century Ultra Fund
13.19%11.57%3.58%6.09%7.42%6.78%2.80%4.27%8.24%5.85%4.58%5.21%

Drawdowns

ACITX vs. TWCUX - Drawdown Comparison

The maximum ACITX drawdown since its inception was -15.50%, smaller than the maximum TWCUX drawdown of -62.11%. Use the drawdown chart below to compare losses from any high point for ACITX and TWCUX.


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Drawdown Indicators


ACITXTWCUXDifference

Max Drawdown

Largest peak-to-trough decline

-15.50%

-62.11%

+46.61%

Max Drawdown (1Y)

Largest decline over 1 year

-3.05%

-15.72%

+12.67%

Max Drawdown (5Y)

Largest decline over 5 years

-15.50%

-35.23%

+19.73%

Max Drawdown (10Y)

Largest decline over 10 years

-15.50%

-35.23%

+19.73%

Current Drawdown

Current decline from peak

-2.27%

-15.72%

+13.45%

Average Drawdown

Average peak-to-trough decline

-3.25%

-16.86%

+13.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

4.42%

-3.47%

Volatility

ACITX vs. TWCUX - Volatility Comparison

The current volatility for American Century Inflation-Adjusted Bond Fund (ACITX) is 1.39%, while American Century Ultra Fund (TWCUX) has a volatility of 5.77%. This indicates that ACITX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACITXTWCUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.39%

5.77%

-4.38%

Volatility (6M)

Calculated over the trailing 6-month period

2.22%

12.65%

-10.43%

Volatility (1Y)

Calculated over the trailing 1-year period

4.08%

23.09%

-19.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.15%

22.53%

-16.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.52%

22.00%

-16.48%