AMDVX vs. ^GSPC
Compare and contrast key facts about American Century Mid Cap Value R6 (AMDVX) and S&P 500 (^GSPC).
AMDVX is managed by American Century Investments. It was launched on Jul 26, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMDVX or ^GSPC.
Correlation
The correlation between AMDVX and ^GSPC is 0.81, 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.
Performance
AMDVX vs. ^GSPC - Performance Comparison
Key characteristics
AMDVX:
0.41
^GSPC:
1.62
AMDVX:
0.60
^GSPC:
2.20
AMDVX:
1.09
^GSPC:
1.30
AMDVX:
0.25
^GSPC:
2.46
AMDVX:
1.08
^GSPC:
10.01
AMDVX:
4.99%
^GSPC:
2.08%
AMDVX:
13.09%
^GSPC:
12.88%
AMDVX:
-41.78%
^GSPC:
-56.78%
AMDVX:
-16.75%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, AMDVX achieves a 3.22% return, which is significantly higher than ^GSPC's 2.24% return. Over the past 10 years, AMDVX has underperformed ^GSPC with an annualized return of 1.38%, while ^GSPC has yielded a comparatively higher 11.04% annualized return.
AMDVX
3.22%
0.88%
-4.16%
4.52%
0.57%
1.38%
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AMDVX vs. ^GSPC — Risk-Adjusted Performance Rank
AMDVX
^GSPC
AMDVX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and S&P 500 (^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.
Drawdowns
AMDVX vs. ^GSPC - Drawdown Comparison
The maximum AMDVX drawdown since its inception was -41.78%, 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. For additional features, visit the drawdowns tool.
Volatility
AMDVX vs. ^GSPC - Volatility Comparison
The current volatility for American Century Mid Cap Value R6 (AMDVX) is 2.86%, while S&P 500 (^GSPC) has a volatility of 3.43%. 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.