ADSIX vs. VRGWX

Last updated Aug 4, 2026

ADSIX (American Century Disciplined Growth Fund) and VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. Over the past 10 years, ADSIX returned 14.87%/yr vs 17.87%/yr for VRGWX. Their 0.99 correlation means they have historically moved very closely together. ADSIX charges 0.99%/yr vs 0.05%/yr for VRGWX.

Performance

ADSIX vs. VRGWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Disciplined Growth Fund (ADSIX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ADSIX achieves a 0.22% return, which is significantly lower than VRGWX's 0.30% return. Over the past 10 years, ADSIX has underperformed VRGWX with an annualized return of 14.87%, while VRGWX has yielded a comparatively higher 17.87% annualized return.

ADSIX

• 1D: 0.57%
• 1M: -1.58%
• 6M: 1.90%
• YTD: 0.22%
• 1Y: 10.65%
• 3Y*: 18.57%
• 5Y*: 10.34%
• 10Y*: 14.87%
• ALL TIME*: 11.38%

VRGWX

• 1D: 0.81%
• 1M: -2.43%
• 6M: 1.53%
• YTD: 0.30%
• 1Y: 10.12%
• 3Y*: 19.26%
• 5Y*: 12.64%
• 10Y*: 17.87%
• ALL TIME*: 16.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ADSIX American Century Disciplined Growth Fund	$0.00	$0.00	$0.00
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares	$0.00	$0.00	$0.00

ADSIX vs. VRGWX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ADSIX American Century Disciplined Growth Fund	0.22%	17.24%	31.19%	43.07%	-31.44%	24.46%	33.28%	30.00%	-5.57%	26.05%
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares	0.30%	18.32%	33.25%	42.65%	-29.18%	32.42%	38.38%	36.30%	-1.59%	30.11%

Correlation

The correlation between ADSIX and VRGWX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.99
Correlation (3Y) Balances recent behavior with more history.	0.99
Correlation (5Y) Shows whether the relationship held over a longer period.	0.99
Correlation (10Y) Provides a long-term view across more market conditions.	0.99
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010	0.99

The correlation between ADSIX and VRGWX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.

Return for Risk

ADSIX vs. VRGWX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ADSIX

ADSIX Risk / Return Rank: 11
ADSIX Sharpe Ratio Rank: 11
ADSIX Sortino Ratio Rank: 11
ADSIX Omega Ratio Rank: 11
ADSIX Calmar Ratio Rank: 10
ADSIX Martin Ratio Rank: 10

VRGWX

VRGWX Risk / Return Rank: 10
VRGWX Sharpe Ratio Rank: 11
VRGWX Sortino Ratio Rank: 11
VRGWX Omega Ratio Rank: 10
VRGWX Calmar Ratio Rank: 10
VRGWX Martin Ratio Rank: 10

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ADSIX vs. VRGWX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Growth Fund (ADSIX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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.

	ADSIX	VRGWX	Difference
Sharpe ratio: Return per unit of total volatility	0.49	0.46	+0.03
Sortino ratio: Return per unit of downside risk	0.78	0.75	+0.03
Omega ratio: Gain probability vs. loss probability	1.09	1.09	0.00
Calmar ratio: Return relative to maximum drawdown	0.50	0.50	+0.01
Martin ratio: Return relative to average drawdown	1.45	1.48	-0.03

ADSIX vs. VRGWX - Sharpe Ratio Comparison

The current ADSIX Sharpe Ratio is 0.49, which is comparable to the VRGWX Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of ADSIX and VRGWX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ADSIX vs. VRGWX - Drawdown Comparison

The maximum ADSIX drawdown since its inception was -53.04%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for ADSIX and VRGWX.

Drawdown Indicators

	ADSIX	VRGWX	Difference
Max Drawdown Largest peak-to-trough decline	-53.04%	-32.70%	-20.34%
Max Drawdown (1Y) Largest decline over 1 year	-16.79%	-16.19%	-0.60%
Max Drawdown (3Y) Largest decline over 3 years	-24.11%	-23.44%	-0.67%
Max Drawdown (5Y) Largest decline over 5 years	-34.49%	-32.70%	-1.79%
Max Drawdown (10Y) Largest decline over 10 years	-34.49%	-32.70%	-1.79%
Current Drawdown Current decline from peak	-7.46%	-7.97%	+0.51%
Average Drawdown Average peak-to-trough decline	-8.21%	-4.89%	-3.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.82%	5.40%	+0.42%

Volatility

ADSIX vs. VRGWX - Volatility Comparison

The current volatility for American Century Disciplined Growth Fund (ADSIX) is 5.74%, while Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a volatility of 6.43%. This indicates that ADSIX experiences smaller price fluctuations and is considered to be less risky than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ADSIX	VRGWX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.74%	6.43%	-0.69%
Volatility (6M) Calculated over the trailing 6-month period	13.48%	14.06%	-0.58%
Volatility (1Y) Calculated over the trailing 1-year period	17.16%	17.52%	-0.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.63%	21.93%	-0.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.19%	21.29%	-0.10%

ADSIX vs. VRGWX - Expense Ratio Comparison

ADSIX has a 0.99% expense ratio, which is higher than VRGWX's 0.05% expense ratio.

Dividends

ADSIX vs. VRGWX - Dividend Comparison

ADSIX's dividend yield for the trailing twelve months is around 13.58%, more than VRGWX's 0.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ADSIX American Century Disciplined Growth Fund	13.58%	13.61%	43.82%	0.04%	0.00%	21.63%	19.18%	9.12%	18.62%	9.40%	0.62%	1.76%
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares	0.49%	0.35%	0.56%	0.71%	0.99%	4.18%	0.77%	1.03%	1.22%	1.22%	1.52%	1.51%

Frequently Asked Questions

Can I hold both ADSIX and VRGWX in my portfolio?

With a correlation of 0.99, ADSIX and VRGWX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, ADSIX or VRGWX?

VRGWX has higher volatility (6.43%) compared to ADSIX (5.74%). In terms of maximum drawdown, ADSIX dropped -53.04% vs VRGWX's -32.70%.

Which has better risk-adjusted returns?

ADSIX currently has the higher Sharpe Ratio (0.49 vs 0.46), 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.