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AMDVX vs. ACLAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMDVX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value R6 (AMDVX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with AMDVX having a 15.80% return and ACLAX slightly lower at 15.36%. Over the past 10 years, AMDVX has outperformed ACLAX with an annualized return of 9.86%, while ACLAX has yielded a comparatively lower 9.10% annualized return.


AMDVX

1D
-0.70%
1M
2.35%
6M
11.07%
YTD
15.80%
1Y
21.70%
3Y*
11.69%
5Y*
9.16%
10Y*
9.86%
ALL TIME*
10.14%

ACLAX

1D
-0.76%
1M
2.24%
6M
10.70%
YTD
15.36%
1Y
20.95%
3Y*
11.01%
5Y*
8.35%
10Y*
9.10%
ALL TIME*
9.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

AMDVX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMDVX
American Century Mid Cap Value R6
15.80%9.21%8.87%6.54%-0.35%23.83%1.99%29.32%-12.18%11.95%
ACLAX
American Century Mid Cap Value Fund A Class
15.36%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Correlation

The correlation between AMDVX and ACLAX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

1.00

Correlation (3Y)
Balances recent behavior with more history.

1.00

Correlation (5Y)
Shows whether the relationship held over a longer period.

1.00

Correlation (10Y)
Provides a long-term view across more market conditions.

1.00

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2014

1.00

The correlation between AMDVX and ACLAX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

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Return for Risk

AMDVX vs. ACLAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AMDVX
AMDVX Risk / Return Rank: 7171
Overall Rank
AMDVX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
AMDVX Sortino Ratio Rank: 7676
Sortino Ratio Rank
AMDVX Omega Ratio Rank: 6969
Omega Ratio Rank
AMDVX Calmar Ratio Rank: 7474
Calmar Ratio Rank
AMDVX Martin Ratio Rank: 6262
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 6868
Overall Rank
ACLAX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 7474
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 6767
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 7171
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AMDVX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value R6 (AMDVX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AMDVXACLAXDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.30

1.29

+0.01

Calmar ratioReturn relative to maximum drawdown

2.39

2.29

+0.10

Martin ratioReturn relative to average drawdown

7.85

7.44

+0.41

AMDVX vs. ACLAX - Sharpe Ratio Comparison

The current AMDVX Sharpe Ratio is 1.71, which is comparable to the ACLAX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of AMDVX and ACLAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AMDVX vs. ACLAX - Drawdown Comparison

The maximum AMDVX drawdown since its inception was -39.21%, smaller than the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for AMDVX and ACLAX.


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Drawdown Indicators


AMDVXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-39.21%

-51.37%

+12.16%

Max Drawdown (1Y)

Largest decline over 1 year

-8.47%

-8.50%

+0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-14.50%

-14.67%

+0.17%

Max Drawdown (5Y)

Largest decline over 5 years

-16.96%

-17.55%

+0.59%

Max Drawdown (10Y)

Largest decline over 10 years

-39.21%

-39.24%

+0.03%

Current Drawdown

Current decline from peak

-1.11%

-1.17%

+0.06%

Average Drawdown

Average peak-to-trough decline

-3.94%

-6.22%

+2.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

2.61%

-0.04%

Volatility

AMDVX vs. ACLAX - Volatility Comparison

American Century Mid Cap Value R6 (AMDVX) and American Century Mid Cap Value Fund A Class (ACLAX) have volatilities of 3.41% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMDVXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

3.40%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

8.65%

8.61%

+0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

11.86%

11.82%

+0.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.57%

14.59%

-0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.40%

17.41%

-0.01%

AMDVX vs. ACLAX - Expense Ratio Comparison

AMDVX has a 0.63% expense ratio, which is lower than ACLAX's 1.22% expense ratio.


Dividends

AMDVX vs. ACLAX - Dividend Comparison

AMDVX's dividend yield for the trailing twelve months is around 12.99%, more than ACLAX's 12.51% yield.


PositionTTM20252024202320222021202020192018201720162015
ACLAX
American Century Mid Cap Value Fund A Class
12.51%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%
AMDVX
American Century Mid Cap Value R6
12.99%14.83%9.13%5.59%15.97%16.32%2.14%1.79%15.04%9.85%4.38%11.43%

Frequently Asked Questions


With a correlation of 1.00, AMDVX and ACLAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

AMDVX has higher volatility (3.41%) compared to ACLAX (3.40%). In terms of maximum drawdown, AMDVX dropped -39.21% vs ACLAX's -51.37%.

AMDVX currently has the higher Sharpe Ratio (1.71 vs 1.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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