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ACMVX vs. TWGGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ACMVX vs. TWGGX - 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 Focused Global Growth Fund (TWGGX). The values are adjusted to include any dividend payments, if applicable.

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ACMVX vs. TWGGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACMVX
American Century Mid Cap Value Fund
2.59%8.77%8.50%6.18%-1.34%23.41%1.63%28.89%-12.63%11.57%
TWGGX
American Century Focused Global Growth Fund
-7.64%16.50%13.99%18.49%-22.76%13.83%27.88%36.20%-6.32%27.49%

Returns By Period

In the year-to-date period, ACMVX achieves a 2.59% return, which is significantly higher than TWGGX's -7.64% return. Over the past 10 years, ACMVX has underperformed TWGGX with an annualized return of 8.81%, while TWGGX has yielded a comparatively higher 10.50% annualized return.


ACMVX

1D
1.61%
1M
-6.28%
YTD
2.59%
6M
2.79%
1Y
9.57%
3Y*
8.29%
5Y*
6.75%
10Y*
8.81%

TWGGX

1D
3.44%
1M
-8.37%
YTD
-7.64%
6M
-7.36%
1Y
7.69%
3Y*
9.78%
5Y*
4.01%
10Y*
10.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ACMVX vs. TWGGX - Expense Ratio Comparison

ACMVX has a 0.97% expense ratio, which is lower than TWGGX's 1.10% expense ratio.


Return for Risk

ACMVX vs. TWGGX — Risk / Return Rank

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

ACMVX
ACMVX Risk / Return Rank: 2424
Overall Rank
ACMVX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACMVX Sortino Ratio Rank: 2222
Sortino Ratio Rank
ACMVX Omega Ratio Rank: 1919
Omega Ratio Rank
ACMVX Calmar Ratio Rank: 3131
Calmar Ratio Rank
ACMVX Martin Ratio Rank: 3030
Martin Ratio Rank

TWGGX
TWGGX Risk / Return Rank: 1616
Overall Rank
TWGGX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
TWGGX Sortino Ratio Rank: 1515
Sortino Ratio Rank
TWGGX Omega Ratio Rank: 1515
Omega Ratio Rank
TWGGX Calmar Ratio Rank: 1717
Calmar Ratio Rank
TWGGX Martin Ratio Rank: 2020
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. TWGGX - 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 Focused Global Growth Fund (TWGGX). 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.


ACMVXTWGGXDifference

Sharpe ratio

Return per unit of total volatility

0.60

0.44

+0.16

Sortino ratio

Return per unit of downside risk

0.97

0.75

+0.21

Omega ratio

Gain probability vs. loss probability

1.12

1.11

+0.02

Calmar ratio

Return relative to maximum drawdown

0.93

0.57

+0.36

Martin ratio

Return relative to average drawdown

3.44

2.35

+1.09

ACMVX vs. TWGGX - Sharpe Ratio Comparison

The current ACMVX Sharpe Ratio is 0.60, which is higher than the TWGGX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of ACMVX and TWGGX, 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


ACMVXTWGGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

0.44

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.22

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.57

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.46

+0.08

Correlation

The correlation between ACMVX and TWGGX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ACMVX vs. TWGGX - Dividend Comparison

ACMVX's dividend yield for the trailing twelve months is around 14.03%, more than TWGGX's 9.77% yield.


TTM20252024202320222021202020192018201720162015
ACMVX
American Century Mid Cap Value Fund
14.03%14.46%8.76%5.24%15.00%15.95%1.83%1.46%14.51%9.49%4.05%11.06%
TWGGX
American Century Focused Global Growth Fund
9.77%9.02%14.90%3.81%12.67%13.16%11.05%17.27%11.31%12.90%0.58%8.61%

Drawdowns

ACMVX vs. TWGGX - Drawdown Comparison

The maximum ACMVX drawdown since its inception was -51.19%, smaller than the maximum TWGGX drawdown of -58.08%. Use the drawdown chart below to compare losses from any high point for ACMVX and TWGGX.


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Drawdown Indicators


ACMVXTWGGXDifference

Max Drawdown

Largest peak-to-trough decline

-51.19%

-58.08%

+6.89%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

-14.04%

+3.08%

Max Drawdown (5Y)

Largest decline over 5 years

-17.46%

-31.23%

+13.77%

Max Drawdown (10Y)

Largest decline over 10 years

-39.24%

-32.06%

-7.18%

Current Drawdown

Current decline from peak

-6.51%

-11.08%

+4.57%

Average Drawdown

Average peak-to-trough decline

-5.95%

-15.13%

+9.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.96%

3.40%

-0.44%

Volatility

ACMVX vs. TWGGX - Volatility Comparison

The current volatility for American Century Mid Cap Value Fund (ACMVX) is 4.19%, while American Century Focused Global Growth Fund (TWGGX) has a volatility of 7.18%. This indicates that ACMVX experiences smaller price fluctuations and is considered to be less risky than TWGGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACMVXTWGGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.19%

7.18%

-2.99%

Volatility (6M)

Calculated over the trailing 6-month period

8.66%

11.12%

-2.46%

Volatility (1Y)

Calculated over the trailing 1-year period

15.62%

18.58%

-2.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.63%

18.17%

-3.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.45%

18.63%

-1.18%