AMDVX vs. ^GSPC

Last updated Apr 2, 2026

Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and S&P 500 Index (^GSPC).

AMDVX is managed by American Century. It was launched on Jul 26, 2013.

Performance

AMDVX vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value R6 (AMDVX) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

AMDVX vs. ^GSPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AMDVX American Century Mid Cap Value R6	2.59%	9.21%	8.87%	6.54%	-0.35%	23.83%	1.99%	29.32%	-12.18%	11.95%
^GSPC S&P 500 Index	-3.95%	16.39%	23.31%	24.23%	-19.44%	26.89%	16.26%	28.88%	-6.24%	19.42%

Returns By Period

In the year-to-date period, AMDVX achieves a 2.59% return, which is significantly higher than ^GSPC's -3.95% return. Over the past 10 years, AMDVX has underperformed ^GSPC with an annualized return of 9.27%, while ^GSPC has yielded a comparatively higher 12.24% annualized return.

AMDVX

• 1D: 1.54%
• 1M: -6.33%
• YTD: 2.59%
• 6M: 2.95%
• 1Y: 9.93%
• 3Y*: 8.66%
• 5Y*: 7.25%
• 10Y*: 9.27%

^GSPC

• 1D: 0.72%
• 1M: -4.45%
• YTD: -3.95%
• 6M: -2.02%
• 1Y: 16.73%
• 3Y*: 16.96%
• 5Y*: 10.34%
• 10Y*: 12.24%

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

Return for Risk

AMDVX vs. ^GSPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMDVX

AMDVX Risk / Return Rank: 25
AMDVX Sharpe Ratio Rank: 21
AMDVX Sortino Ratio Rank: 22
AMDVX Omega Ratio Rank: 19
AMDVX Calmar Ratio Rank: 31
AMDVX Martin Ratio Rank: 30

^GSPC

^GSPC Risk / Return Rank: 67
^GSPC Sharpe Ratio Rank: 63
^GSPC Sortino Ratio Rank: 64
^GSPC Omega Ratio Rank: 69
^GSPC Calmar Ratio Rank: 60
^GSPC Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMDVX vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and S&P 500 Index (^GSPC). 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.

	AMDVX	^GSPC	Difference
Sharpe ratio Return per unit of total volatility	0.62	0.92	-0.29
Sortino ratio Return per unit of downside risk	0.99	1.41	-0.42
Omega ratio Gain probability vs. loss probability	1.13	1.21	-0.09
Calmar ratio Return relative to maximum drawdown	0.96	1.41	-0.46
Martin ratio Return relative to average drawdown	3.56	6.61	-3.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AMDVX vs. ^GSPC - Sharpe Ratio Comparison

The current AMDVX Sharpe Ratio is 0.62, which is lower than the ^GSPC Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of AMDVX and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AMDVX	^GSPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.62	0.92	-0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.61	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.53	0.68	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.46	+0.10

Correlation

The correlation between AMDVX and ^GSPC is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Drawdowns

AMDVX vs. ^GSPC - Drawdown Comparison

The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AMDVX and ^GSPC.

Drawdown Indicators

	AMDVX	^GSPC	Difference
Max Drawdown Largest peak-to-trough decline	-39.21%	-56.78%	+17.57%
Max Drawdown (1Y) Largest decline over 1 year	-10.95%	-12.14%	+1.19%
Max Drawdown (5Y) Largest decline over 5 years	-16.96%	-25.43%	+8.47%
Max Drawdown (10Y) Largest decline over 10 years	-39.21%	-33.92%	-5.29%
Current Drawdown Current decline from peak	-6.56%	-5.78%	-0.78%
Average Drawdown Average peak-to-trough decline	-4.00%	-10.75%	+6.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.94%	2.60%	+0.34%

Volatility

AMDVX vs. ^GSPC - Volatility Comparison

The current volatility for American Century Mid Cap Value R6 (AMDVX) is 4.16%, while S&P 500 Index (^GSPC) has a volatility of 5.37%. This indicates that AMDVX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AMDVX	^GSPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	5.37%	-1.21%
Volatility (6M) Calculated over the trailing 6-month period	8.67%	9.55%	-0.88%
Volatility (1Y) Calculated over the trailing 1-year period	15.59%	18.33%	-2.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.63%	16.90%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.47%	18.05%	-0.58%