ADSIX vs. BGEIX
Compare and contrast key facts about American Century Disciplined Growth Fund (ADSIX) and American Century Global Gold Fund (BGEIX).
ADSIX is managed by American Century. It was launched on Sep 30, 2005. BGEIX is managed by American Century. It was launched on Aug 16, 1988.
Performance
ADSIX vs. BGEIX - Performance Comparison
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ADSIX vs. BGEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | -13.60% | 17.24% | 31.19% | 43.07% | -31.44% | 24.46% | 33.28% | 30.00% | -5.57% | 26.05% |
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, ADSIX achieves a -13.60% return, which is significantly lower than BGEIX's -0.90% return. Over the past 10 years, ADSIX has underperformed BGEIX with an annualized return of 13.58%, while BGEIX has yielded a comparatively higher 16.25% annualized return.
ADSIX
- 1D
- -0.30%
- 1M
- -8.30%
- YTD
- -13.60%
- 6M
- -12.57%
- 1Y
- 13.10%
- 3Y*
- 18.49%
- 5Y*
- 10.11%
- 10Y*
- 13.58%
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%
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ADSIX vs. BGEIX - Expense Ratio Comparison
ADSIX has a 0.99% expense ratio, which is higher than BGEIX's 0.65% expense ratio.
Return for Risk
ADSIX vs. BGEIX — Risk / Return Rank
ADSIX
BGEIX
ADSIX vs. BGEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Growth Fund (ADSIX) 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.
| ADSIX | BGEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 2.06 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.33 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.35 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.90 | -2.30 |
Martin ratioReturn relative to average drawdown | 2.02 | 10.79 | -8.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ADSIX | BGEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 2.06 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.69 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.49 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.16 | +0.36 |
Correlation
The correlation between ADSIX and BGEIX is 0.26, 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
ADSIX vs. BGEIX - Dividend Comparison
ADSIX's dividend yield for the trailing twelve months is around 15.75%, more than BGEIX's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADSIX American Century Disciplined Growth Fund | 15.75% | 13.61% | 43.82% | 0.04% | 0.00% | 21.63% | 19.18% | 9.12% | 18.62% | 9.40% | 0.62% | 1.76% |
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
ADSIX vs. BGEIX - Drawdown Comparison
The maximum ADSIX drawdown since its inception was -53.04%, smaller than the maximum BGEIX drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for ADSIX and BGEIX.
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Drawdown Indicators
| ADSIX | BGEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.04% | -78.69% | +25.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -30.55% | +13.76% |
Max Drawdown (5Y)Largest decline over 5 years | -34.49% | -46.62% | +12.13% |
Max Drawdown (10Y)Largest decline over 10 years | -34.49% | -51.92% | +17.43% |
Current DrawdownCurrent decline from peak | -16.79% | -25.99% | +9.20% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -35.23% | +26.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 8.21% | -3.25% |
Volatility
ADSIX vs. BGEIX - Volatility Comparison
The current volatility for American Century Disciplined Growth Fund (ADSIX) is 5.18%, while American Century Global Gold Fund (BGEIX) has a volatility of 15.52%. This indicates that ADSIX 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
| ADSIX | BGEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 15.52% | -10.34% |
Volatility (6M)Calculated over the trailing 6-month period | 11.98% | 35.02% | -23.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.54% | 43.03% | -20.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.36% | 32.87% | -11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 33.39% | -12.36% |