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ACMVX vs. BGEIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACMVX vs. BGEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value Fund (ACMVX) and American Century Global Gold Fund (BGEIX). The values are adjusted to include any dividend payments, if applicable.

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ACMVX vs. BGEIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACMVX
American Century Mid Cap Value Fund
0.97%8.77%8.50%6.18%-1.34%23.41%1.63%28.89%-12.63%11.57%
BGEIX
American Century Global Gold Fund
-0.90%158.45%15.10%7.52%-12.54%-8.85%18.92%37.82%-7.43%10.62%

Returns By Period

In the year-to-date period, ACMVX achieves a 0.97% return, which is significantly higher than BGEIX's -0.90% return. Over the past 10 years, ACMVX has underperformed BGEIX with an annualized return of 8.64%, while BGEIX has yielded a comparatively higher 16.25% annualized return.


ACMVX

1D
-0.33%
1M
-7.88%
YTD
0.97%
6M
0.98%
1Y
7.63%
3Y*
7.71%
5Y*
6.57%
10Y*
8.64%

BGEIX

1D
-0.23%
1M
-25.99%
YTD
-0.90%
6M
14.02%
1Y
86.62%
3Y*
41.61%
5Y*
22.42%
10Y*
16.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACMVX vs. BGEIX - Expense Ratio Comparison

ACMVX has a 0.97% expense ratio, which is higher than BGEIX's 0.65% expense ratio.


Return for Risk

ACMVX vs. BGEIX — Risk / Return Rank

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

ACMVX
ACMVX Risk / Return Rank: 2222
Overall Rank
ACMVX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ACMVX Sortino Ratio Rank: 2222
Sortino Ratio Rank
ACMVX Omega Ratio Rank: 1919
Omega Ratio Rank
ACMVX Calmar Ratio Rank: 2424
Calmar Ratio Rank
ACMVX Martin Ratio Rank: 2424
Martin Ratio Rank

BGEIX
BGEIX Risk / Return Rank: 9090
Overall Rank
BGEIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BGEIX Sortino Ratio Rank: 8787
Sortino Ratio Rank
BGEIX Omega Ratio Rank: 8585
Omega Ratio Rank
BGEIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
BGEIX Martin Ratio Rank: 9191
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.

ACMVX vs. BGEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and American Century Global Gold Fund (BGEIX). 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.


ACMVXBGEIXDifference

Sharpe ratio

Return per unit of total volatility

0.55

2.06

-1.52

Sortino ratio

Return per unit of downside risk

0.88

2.33

-1.45

Omega ratio

Gain probability vs. loss probability

1.11

1.35

-0.23

Calmar ratio

Return relative to maximum drawdown

0.70

2.90

-2.20

Martin ratio

Return relative to average drawdown

2.60

10.79

-8.19

ACMVX vs. BGEIX - Sharpe Ratio Comparison

The current ACMVX Sharpe Ratio is 0.55, which is lower than the BGEIX Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of ACMVX and BGEIX, 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


ACMVXBGEIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

2.06

-1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.69

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.49

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.16

+0.37

Correlation

The correlation between ACMVX and BGEIX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ACMVX vs. BGEIX - Dividend Comparison

ACMVX's dividend yield for the trailing twelve months is around 14.25%, more than BGEIX's 0.85% yield.


TTM20252024202320222021202020192018201720162015
ACMVX
American Century Mid Cap Value Fund
14.25%14.46%8.76%5.24%15.00%15.95%1.83%1.46%14.51%9.49%4.05%11.06%
BGEIX
American Century Global Gold Fund
0.85%0.85%1.36%1.56%1.38%2.13%0.56%0.87%0.00%0.00%10.56%0.00%

Drawdowns

ACMVX vs. BGEIX - Drawdown Comparison

The maximum ACMVX drawdown since its inception was -51.19%, smaller than the maximum BGEIX drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for ACMVX and BGEIX.


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Drawdown Indicators


ACMVXBGEIXDifference

Max Drawdown

Largest peak-to-trough decline

-51.19%

-78.69%

+27.50%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

-30.55%

+19.59%

Max Drawdown (5Y)

Largest decline over 5 years

-17.46%

-46.62%

+29.16%

Max Drawdown (10Y)

Largest decline over 10 years

-39.24%

-51.92%

+12.68%

Current Drawdown

Current decline from peak

-7.99%

-25.99%

+18.00%

Average Drawdown

Average peak-to-trough decline

-5.95%

-35.23%

+29.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

8.21%

-5.28%

Volatility

ACMVX vs. BGEIX - Volatility Comparison

The current volatility for American Century Mid Cap Value Fund (ACMVX) is 3.69%, while American Century Global Gold Fund (BGEIX) has a volatility of 15.52%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than BGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACMVXBGEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

15.52%

-11.83%

Volatility (6M)

Calculated over the trailing 6-month period

8.52%

35.02%

-26.50%

Volatility (1Y)

Calculated over the trailing 1-year period

15.57%

43.03%

-27.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.62%

32.87%

-18.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.45%

33.39%

-15.94%