AIOIX vs. BIGRX
Compare and contrast key facts about American Century International Opportunities Fund (AIOIX) and American Century Disciplined Core Value Fund (BIGRX).
AIOIX is managed by American Century. It was launched on May 31, 2001. BIGRX is managed by American Century. It was launched on Dec 17, 1990.
Performance
AIOIX vs. BIGRX - Performance Comparison
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AIOIX vs. BIGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIOIX American Century International Opportunities Fund | 3.12% | 29.62% | 1.31% | 8.63% | -30.19% | 5.79% | 31.07% | 28.95% | -22.19% | 45.09% |
BIGRX American Century Disciplined Core Value Fund | 0.26% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
Returns By Period
In the year-to-date period, AIOIX achieves a 3.12% return, which is significantly higher than BIGRX's 0.26% return. Over the past 10 years, AIOIX has underperformed BIGRX with an annualized return of 7.34%, while BIGRX has yielded a comparatively higher 10.16% annualized return.
AIOIX
- 1D
- 3.56%
- 1M
- -10.29%
- YTD
- 3.12%
- 6M
- 5.01%
- 1Y
- 35.44%
- 3Y*
- 11.17%
- 5Y*
- 1.24%
- 10Y*
- 7.34%
BIGRX
- 1D
- 2.23%
- 1M
- -5.23%
- YTD
- 0.26%
- 6M
- 4.65%
- 1Y
- 17.43%
- 3Y*
- 12.74%
- 5Y*
- 6.47%
- 10Y*
- 10.16%
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AIOIX vs. BIGRX - Expense Ratio Comparison
AIOIX has a 1.48% expense ratio, which is higher than BIGRX's 0.65% expense ratio.
Return for Risk
AIOIX vs. BIGRX — Risk / Return Rank
AIOIX
BIGRX
AIOIX vs. BIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century International Opportunities Fund (AIOIX) and American Century Disciplined Core Value Fund (BIGRX). 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.
| AIOIX | BIGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.10 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.40 | 1.62 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.60 | +0.88 |
Martin ratioReturn relative to average drawdown | 10.32 | 7.10 | +3.22 |
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
| AIOIX | BIGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.10 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.43 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.61 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between AIOIX and BIGRX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AIOIX vs. BIGRX - Dividend Comparison
AIOIX's dividend yield for the trailing twelve months is around 0.27%, less than BIGRX's 9.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIOIX American Century International Opportunities Fund | 0.27% | 0.27% | 0.32% | 0.23% | 0.00% | 17.80% | 3.18% | 0.92% | 5.28% | 9.09% | 0.04% | 7.15% |
BIGRX American Century Disciplined Core Value Fund | 9.03% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
Drawdowns
AIOIX vs. BIGRX - Drawdown Comparison
The maximum AIOIX drawdown since its inception was -66.16%, which is greater than BIGRX's maximum drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for AIOIX and BIGRX.
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Drawdown Indicators
| AIOIX | BIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.16% | -58.04% | -8.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.00% | -11.35% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -41.19% | -22.19% | -19.00% |
Max Drawdown (10Y)Largest decline over 10 years | -41.19% | -32.62% | -8.57% |
Current DrawdownCurrent decline from peak | -10.94% | -5.90% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -16.12% | -9.04% | -7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.55% | +0.81% |
Volatility
AIOIX vs. BIGRX - Volatility Comparison
American Century International Opportunities Fund (AIOIX) has a higher volatility of 9.21% compared to American Century Disciplined Core Value Fund (BIGRX) at 4.38%. This indicates that AIOIX's price experiences larger fluctuations and is considered to be riskier than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIOIX | BIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.21% | 4.38% | +4.83% |
Volatility (6M)Calculated over the trailing 6-month period | 14.35% | 8.65% | +5.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 15.84% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 14.97% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.74% | 16.81% | +1.93% |