ACMVX vs. CISMX
ACMVX (American Century Mid Cap Value Fund) and CISMX (Clarkston Partners Fund) are both Mid Cap Value Equities funds. Over the past 10 years, ACMVX returned 9.39%/yr vs 6.79%/yr for CISMX. Their correlation of 0.86 means they have usually moved in the same direction. ACMVX charges 0.97%/yr vs 1.00%/yr for CISMX.
Performance
ACMVX vs. CISMX - Performance Comparison
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Returns By Period
In the year-to-date period, ACMVX achieves a 15.57% return, which is significantly higher than CISMX's 9.60% return. Over the past 10 years, ACMVX has outperformed CISMX with an annualized return of 9.39%, while CISMX has yielded a comparatively lower 6.79% annualized return.
ACMVX
- 1D
- -0.70%
- 1M
- 2.29%
- 6M
- 10.85%
- YTD
- 15.57%
- 1Y
- 21.24%
- 3Y*
- 11.29%
- 5Y*
- 8.63%
- 10Y*
- 9.39%
- ALL TIME*
- 10.01%
CISMX
- 1D
- -2.88%
- 1M
- 0.58%
- 6M
- 6.31%
- YTD
- 9.60%
- 1Y
- 12.37%
- 3Y*
- 1.88%
- 5Y*
- 1.64%
- 10Y*
- 6.79%
- ALL TIME*
- 7.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ACMVX vs. CISMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 15.57% | 8.77% | 8.50% | 6.18% | -1.34% | 23.41% | 1.63% | 28.89% | -12.63% | 11.57% |
CISMX Clarkston Partners Fund | 9.60% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
Correlation
The correlation between ACMVX and CISMX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.86 |
The correlation between ACMVX and CISMX shifts across timeframes, from 0.69 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ACMVX vs. CISMX — Risk / Return Rank
ACMVX
CISMX
ACMVX vs. CISMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and Clarkston Partners Fund (CISMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ACMVX | CISMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.10 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 0.93 | +1.40 |
| Martin ratioReturn relative to average drawdown | 7.62 | 2.02 | +5.60 |
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Drawdowns
ACMVX vs. CISMX - Drawdown Comparison
The maximum ACMVX drawdown since its inception was -51.19%, which is greater than CISMX's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for ACMVX and CISMX.
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Drawdown Indicators
| ACMVX | CISMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.19% | -33.80% | -17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.49% | -10.54% | +2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -14.57% | -21.19% | +6.62% |
Max Drawdown (5Y)Largest decline over 5 years | -17.46% | -21.19% | +3.73% |
Max Drawdown (10Y)Largest decline over 10 years | -39.24% | -33.80% | -5.44% |
Current DrawdownCurrent decline from peak | -1.11% | -6.19% | +5.08% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -6.75% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.82% | -2.23% |
Volatility
ACMVX vs. CISMX - Volatility Comparison
The current volatility for American Century Mid Cap Value Fund (ACMVX) is 3.44%, while Clarkston Partners Fund (CISMX) has a volatility of 8.99%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than CISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACMVX | CISMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 8.99% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 15.21% | -6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.82% | 19.00% | -7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.57% | 17.89% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 18.45% | -1.07% |
ACMVX vs. CISMX - Expense Ratio Comparison
ACMVX has a 0.97% expense ratio, which is lower than CISMX's 1.00% expense ratio.
Dividends
ACMVX vs. CISMX - Dividend Comparison
ACMVX's dividend yield for the trailing twelve months is around 12.69%, more than CISMX's 4.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACMVX American Century Mid Cap Value Fund | 12.69% | 14.46% | 8.76% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% |
CISMX Clarkston Partners Fund | 4.25% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
Frequently Asked Questions
ACMVX and CISMX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CISMX has higher volatility (8.99%) compared to ACMVX (3.44%). In terms of maximum drawdown, ACMVX dropped -51.19% vs CISMX's -33.80%.
ACMVX currently has the higher Sharpe Ratio (1.68 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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