PortfoliosLab logoPortfoliosLab logo
ACLAX vs. ACFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACLAX vs. ACFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value Fund A Class (ACLAX) and American Century Investments Focused Dynamic Growth Fund (ACFOX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ACLAX vs. ACFOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACLAX
American Century Mid Cap Value Fund A Class
2.49%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%
ACFOX
American Century Investments Focused Dynamic Growth Fund
-10.26%20.51%43.30%35.66%-36.32%7.08%73.31%32.30%6.51%34.55%

Returns By Period

In the year-to-date period, ACLAX achieves a 2.49% return, which is significantly higher than ACFOX's -10.26% return. Over the past 10 years, ACLAX has underperformed ACFOX with an annualized return of 8.53%, while ACFOX has yielded a comparatively higher 17.41% annualized return.


ACLAX

1D
1.55%
1M
-6.35%
YTD
2.49%
6M
2.67%
1Y
9.26%
3Y*
8.02%
5Y*
6.47%
10Y*
8.53%

ACFOX

1D
4.84%
1M
-5.18%
YTD
-10.26%
6M
-6.37%
1Y
24.51%
3Y*
23.01%
5Y*
7.15%
10Y*
17.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ACLAX vs. ACFOX - Expense Ratio Comparison

ACLAX has a 1.22% expense ratio, which is higher than ACFOX's 0.85% expense ratio.


Return for Risk

ACLAX vs. ACFOX — Risk / Return Rank

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

ACLAX
ACLAX Risk / Return Rank: 2222
Overall Rank
ACLAX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2020
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1717
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2727
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2727
Martin Ratio Rank

ACFOX
ACFOX Risk / Return Rank: 5555
Overall Rank
ACFOX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ACFOX Sortino Ratio Rank: 5959
Sortino Ratio Rank
ACFOX Omega Ratio Rank: 5050
Omega Ratio Rank
ACFOX Calmar Ratio Rank: 6262
Calmar Ratio Rank
ACFOX Martin Ratio Rank: 5353
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.

ACLAX vs. ACFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund A Class (ACLAX) and American Century Investments Focused Dynamic Growth Fund (ACFOX). 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.


ACLAXACFOXDifference

Sharpe ratio

Return per unit of total volatility

0.58

1.01

-0.43

Sortino ratio

Return per unit of downside risk

0.94

1.60

-0.66

Omega ratio

Gain probability vs. loss probability

1.12

1.21

-0.09

Calmar ratio

Return relative to maximum drawdown

0.90

1.49

-0.59

Martin ratio

Return relative to average drawdown

3.32

5.33

-2.00

ACLAX vs. ACFOX - Sharpe Ratio Comparison

The current ACLAX Sharpe Ratio is 0.58, which is lower than the ACFOX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ACLAX and ACFOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ACLAXACFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

1.01

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.28

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.74

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.53

-0.06

Correlation

The correlation between ACLAX and ACFOX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ACLAX vs. ACFOX - Dividend Comparison

ACLAX's dividend yield for the trailing twelve months is around 13.82%, more than ACFOX's 8.42% yield.


TTM20252024202320222021202020192018201720162015
ACLAX
American Century Mid Cap Value Fund A Class
13.82%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%
ACFOX
American Century Investments Focused Dynamic Growth Fund
8.42%7.56%0.00%0.00%0.00%2.48%0.62%0.00%0.00%0.00%1.15%1.33%

Drawdowns

ACLAX vs. ACFOX - Drawdown Comparison

The maximum ACLAX drawdown since its inception was -51.37%, smaller than the maximum ACFOX drawdown of -58.92%. Use the drawdown chart below to compare losses from any high point for ACLAX and ACFOX.


Loading graphics...

Drawdown Indicators


ACLAXACFOXDifference

Max Drawdown

Largest peak-to-trough decline

-51.37%

-58.92%

+7.55%

Max Drawdown (1Y)

Largest decline over 1 year

-10.99%

-16.52%

+5.53%

Max Drawdown (5Y)

Largest decline over 5 years

-17.55%

-43.77%

+26.22%

Max Drawdown (10Y)

Largest decline over 10 years

-39.24%

-43.77%

+4.53%

Current Drawdown

Current decline from peak

-6.58%

-12.48%

+5.90%

Average Drawdown

Average peak-to-trough decline

-6.29%

-14.81%

+8.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

4.63%

-1.65%

Volatility

ACLAX vs. ACFOX - Volatility Comparison

The current volatility for American Century Mid Cap Value Fund A Class (ACLAX) is 4.16%, while American Century Investments Focused Dynamic Growth Fund (ACFOX) has a volatility of 8.54%. This indicates that ACLAX experiences smaller price fluctuations and is considered to be less risky than ACFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ACLAXACFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.16%

8.54%

-4.38%

Volatility (6M)

Calculated over the trailing 6-month period

8.65%

15.24%

-6.59%

Volatility (1Y)

Calculated over the trailing 1-year period

15.62%

25.24%

-9.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.65%

25.28%

-10.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.49%

23.71%

-6.22%