AIOIX vs. TWHIX
Compare and contrast key facts about American Century International Opportunities Fund (AIOIX) and American Century Heritage Fund (TWHIX).
AIOIX is managed by American Century. It was launched on May 31, 2001. TWHIX is managed by American Century. It was launched on Nov 10, 1987.
Performance
AIOIX vs. TWHIX - Performance Comparison
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AIOIX vs. TWHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIOIX American Century International Opportunities Fund | -0.42% | 29.62% | 1.31% | 8.63% | -30.19% | 5.79% | 31.07% | 28.95% | -22.19% | 45.09% |
TWHIX American Century Heritage Fund | -10.01% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 42.61% | 35.50% | -5.08% | 21.83% |
Returns By Period
In the year-to-date period, AIOIX achieves a -0.42% return, which is significantly higher than TWHIX's -10.01% return. Over the past 10 years, AIOIX has underperformed TWHIX with an annualized return of 6.96%, while TWHIX has yielded a comparatively higher 10.49% annualized return.
AIOIX
- 1D
- -0.92%
- 1M
- -13.82%
- YTD
- -0.42%
- 6M
- 1.74%
- 1Y
- 31.07%
- 3Y*
- 9.88%
- 5Y*
- 0.98%
- 10Y*
- 6.96%
TWHIX
- 1D
- -1.22%
- 1M
- -9.79%
- YTD
- -10.01%
- 6M
- -13.12%
- 1Y
- 4.24%
- 3Y*
- 9.84%
- 5Y*
- 2.81%
- 10Y*
- 10.49%
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AIOIX vs. TWHIX - Expense Ratio Comparison
AIOIX has a 1.48% expense ratio, which is higher than TWHIX's 1.00% expense ratio.
Return for Risk
AIOIX vs. TWHIX — Risk / Return Rank
AIOIX
TWHIX
AIOIX vs. TWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century International Opportunities Fund (AIOIX) and American Century Heritage Fund (TWHIX). 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 | TWHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.16 | +1.40 |
Sortino ratioReturn per unit of downside risk | 2.08 | 0.40 | +1.67 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.05 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 0.10 | +1.90 |
Martin ratioReturn relative to average drawdown | 8.50 | 0.32 | +8.18 |
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 | TWHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.16 | +1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.12 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.46 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.51 | +0.01 |
Correlation
The correlation between AIOIX and TWHIX is 0.66, 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. TWHIX - Dividend Comparison
AIOIX's dividend yield for the trailing twelve months is around 0.28%, less than TWHIX's 24.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIOIX American Century International Opportunities Fund | 0.28% | 0.27% | 0.32% | 0.23% | 0.00% | 17.80% | 3.18% | 0.92% | 5.28% | 9.09% | 0.04% | 7.15% |
TWHIX American Century Heritage Fund | 24.60% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% | 0.00% |
Drawdowns
AIOIX vs. TWHIX - Drawdown Comparison
The maximum AIOIX drawdown since its inception was -66.16%, which is greater than TWHIX's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for AIOIX and TWHIX.
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Drawdown Indicators
| AIOIX | TWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.16% | -56.98% | -9.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.00% | -15.82% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -41.19% | -40.34% | -0.85% |
Max Drawdown (10Y)Largest decline over 10 years | -41.19% | -40.34% | -0.85% |
Current DrawdownCurrent decline from peak | -14.00% | -15.82% | +1.82% |
Average DrawdownAverage peak-to-trough decline | -16.12% | -12.27% | -3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 5.00% | -1.71% |
Volatility
AIOIX vs. TWHIX - Volatility Comparison
American Century International Opportunities Fund (AIOIX) has a higher volatility of 8.19% compared to American Century Heritage Fund (TWHIX) at 6.05%. This indicates that AIOIX's price experiences larger fluctuations and is considered to be riskier than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIOIX | TWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 6.05% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 13.36% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.37% | 23.61% | -4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 23.25% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.70% | 22.73% | -4.03% |