AGCVX vs. BCHYX
Compare and contrast key facts about American Century Global Small Cap Fund (AGCVX) and American Century California High Yield Municipal Fund (BCHYX).
AGCVX is managed by American Century. It was launched on Mar 28, 2016. BCHYX is managed by American Century. It was launched on Dec 29, 1986.
Performance
AGCVX vs. BCHYX - Performance Comparison
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AGCVX vs. BCHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGCVX American Century Global Small Cap Fund | -0.05% | 10.96% | 12.52% | 10.17% | -29.46% | 18.44% | 46.34% | 35.08% | -12.80% | 37.97% |
BCHYX American Century California High Yield Municipal Fund | -0.38% | 3.48% | 4.07% | 6.69% | -12.77% | 3.82% | 3.95% | 9.92% | 0.65% | 8.50% |
Returns By Period
In the year-to-date period, AGCVX achieves a -0.05% return, which is significantly higher than BCHYX's -0.38% return.
AGCVX
- 1D
- 3.86%
- 1M
- -10.11%
- YTD
- -0.05%
- 6M
- -1.55%
- 1Y
- 19.31%
- 3Y*
- 9.15%
- 5Y*
- 1.19%
- 10Y*
- —
BCHYX
- 1D
- 0.42%
- 1M
- -2.05%
- YTD
- -0.38%
- 6M
- 1.36%
- 1Y
- 3.49%
- 3Y*
- 3.71%
- 5Y*
- 0.66%
- 10Y*
- 2.39%
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AGCVX vs. BCHYX - Expense Ratio Comparison
AGCVX has a 1.11% expense ratio, which is higher than BCHYX's 0.49% expense ratio.
Return for Risk
AGCVX vs. BCHYX — Risk / Return Rank
AGCVX
BCHYX
AGCVX vs. BCHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Small Cap Fund (AGCVX) and American Century California High Yield Municipal Fund (BCHYX). 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.
| AGCVX | BCHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.66 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.93 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.78 | +0.63 |
Martin ratioReturn relative to average drawdown | 5.05 | 2.32 | +2.73 |
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
| AGCVX | BCHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.66 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.14 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.19 | -0.64 |
Correlation
The correlation between AGCVX and BCHYX is 0.03, 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
AGCVX vs. BCHYX - Dividend Comparison
AGCVX's dividend yield for the trailing twelve months is around 0.72%, less than BCHYX's 4.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGCVX American Century Global Small Cap Fund | 0.72% | 0.71% | 2.19% | 0.22% | 0.00% | 17.80% | 4.84% | 4.97% | 2.27% | 5.04% | 0.00% | 0.00% |
BCHYX American Century California High Yield Municipal Fund | 4.34% | 4.58% | 4.41% | 3.67% | 2.55% | 2.57% | 3.07% | 3.50% | 3.52% | 3.50% | 3.59% | 3.67% |
Drawdowns
AGCVX vs. BCHYX - Drawdown Comparison
The maximum AGCVX drawdown since its inception was -40.08%, which is greater than BCHYX's maximum drawdown of -18.35%. Use the drawdown chart below to compare losses from any high point for AGCVX and BCHYX.
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Drawdown Indicators
| AGCVX | BCHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.08% | -18.35% | -21.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -5.76% | -8.06% |
Max Drawdown (5Y)Largest decline over 5 years | -38.95% | -18.35% | -20.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.35% | — |
Current DrawdownCurrent decline from peak | -10.50% | -2.35% | -8.15% |
Average DrawdownAverage peak-to-trough decline | -12.96% | -2.39% | -10.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 1.93% | +1.93% |
Volatility
AGCVX vs. BCHYX - Volatility Comparison
American Century Global Small Cap Fund (AGCVX) has a higher volatility of 9.30% compared to American Century California High Yield Municipal Fund (BCHYX) at 1.24%. This indicates that AGCVX's price experiences larger fluctuations and is considered to be riskier than BCHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGCVX | BCHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.30% | 1.24% | +8.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 1.97% | +12.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.17% | 5.98% | +15.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.38% | 4.83% | +15.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.99% | 4.79% | +16.20% |