ACMVX vs. CIBR
Compare and contrast key facts about American Century Mid Cap Value Fund (ACMVX) and First Trust NASDAQ Cybersecurity ETF (CIBR).
ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004. CIBR is a passively managed fund by First Trust that tracks the performance of the Nasdaq CTA Cybersecurity Index. It was launched on Jul 7, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACMVX or CIBR.
Key characteristics
| ACMVX | CIBR | |
|---|---|---|
| YTD Return | 4.84% | 3.91% |
| 1Y Return | 11.61% | 35.02% |
| 3Y Return (Ann) | 4.76% | 9.85% |
| 5Y Return (Ann) | 9.03% | 15.15% |
| Sharpe Ratio | 1.09 | 2.02 |
| Daily Std Dev | 11.13% | 18.27% |
| Max Drawdown | -51.19% | -33.89% |
| Current Drawdown | 0.00% | -5.45% |
Correlation
The correlation between ACMVX and CIBR is 0.56, 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.
Performance
ACMVX vs. CIBR - Performance Comparison
In the year-to-date period, ACMVX achieves a 4.84% return, which is significantly higher than CIBR's 3.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACMVX vs. CIBR - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is higher than CIBR's 0.60% expense ratio.
Risk-Adjusted Performance
ACMVX vs. CIBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and First Trust NASDAQ Cybersecurity ETF (CIBR). 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.
Dividends
ACMVX vs. CIBR - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 5.08%, more than CIBR's 0.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 5.08% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% | 7.41% |
CIBR First Trust NASDAQ Cybersecurity ETF | 0.45% | 0.42% | 0.31% | 0.59% | 1.10% | 0.23% | 0.23% | 0.10% | 0.77% | 0.58% | 0.00% | 0.00% |
Drawdowns
ACMVX vs. CIBR - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -51.19%, which is greater than CIBR's maximum drawdown of -33.89%. Use the drawdown chart below to compare losses from any high point for ACMVX and CIBR. For additional features, visit the drawdowns tool.
Volatility
ACMVX vs. CIBR - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 2.41%, while First Trust NASDAQ Cybersecurity ETF (CIBR) has a volatility of 4.14%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than CIBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.