AMAEX vs. ONEQ

In the year-to-date period, AMAEX achieves a -8.93% return, which is significantly lower than ONEQ's -0.59% return.

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AMAEX has a 1.13% expense ratio, which is higher than ONEQ's 0.21% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Dividend Fund (AMAEX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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.

The current AMAEX Sharpe Ratio is -0.01, which is lower than the ONEQ Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of AMAEX and ONEQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AMAEX's dividend yield for the trailing twelve months is around 1.85%, more than ONEQ's 0.63% yield.

The maximum AMAEX drawdown since its inception was -24.15%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for AMAEX and ONEQ.

American Century Small Cap Dividend Fund (AMAEX) has a higher volatility of 6.30% compared to Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) at 5.94%. This indicates that AMAEX's price experiences larger fluctuations and is considered to be riskier than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.