ANTSX vs. KGGIX
ANTSX (American Century International Small-Mid Cap Fund) and KGGIX (Kopernik Global All-Cap Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, ANTSX returned 6.77%/yr vs 11.76%/yr for KGGIX. Their 0.56 correlation means they have sometimes moved together and sometimes differently. ANTSX charges 1.44%/yr vs 1.01%/yr for KGGIX.
Performance
ANTSX vs. KGGIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with ANTSX having a 5.36% return and KGGIX slightly lower at 5.22%. Over the past 10 years, ANTSX has underperformed KGGIX with an annualized return of 6.77%, while KGGIX has yielded a comparatively higher 11.76% annualized return.
ANTSX
- 1D
- 3.60%
- 1M
- -1.74%
- 6M
- -1.35%
- YTD
- 5.36%
- 1Y
- 14.46%
- 3Y*
- 11.09%
- 5Y*
- 0.74%
- 10Y*
- 6.77%
- ALL TIME*
- 6.57%
KGGIX
- 1D
- 1.37%
- 1M
- 3.35%
- 6M
- -3.49%
- YTD
- 5.22%
- 1Y
- 29.73%
- 3Y*
- 20.55%
- 5Y*
- 11.58%
- 10Y*
- 11.76%
- ALL TIME*
- 9.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ANTSX vs. KGGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANTSX American Century International Small-Mid Cap Fund | 5.36% | 27.36% | 3.22% | 3.60% | -28.33% | 13.30% | 30.28% | 27.06% | -23.38% | 36.10% |
KGGIX Kopernik Global All-Cap Fund | 5.22% | 64.88% | -4.91% | 13.43% | -9.05% | 16.86% | 37.23% | 10.00% | -11.07% | 8.98% |
Correlation
The correlation between ANTSX and KGGIX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.56 |
The correlation between ANTSX and KGGIX has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.
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Return for Risk
ANTSX vs. KGGIX — Risk / Return Rank
ANTSX
KGGIX
ANTSX vs. KGGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century International Small-Mid Cap Fund (ANTSX) and Kopernik Global All-Cap Fund (KGGIX). 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.
| ANTSX | KGGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.16 | -1.16 |
| Martin ratioReturn relative to average drawdown | 3.26 | 5.32 | -2.06 |
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Drawdowns
ANTSX vs. KGGIX - Drawdown Comparison
The maximum ANTSX drawdown since its inception was -43.68%, roughly equal to the maximum KGGIX drawdown of -45.11%. Use the drawdown chart below to compare losses from any high point for ANTSX and KGGIX.
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Drawdown Indicators
| ANTSX | KGGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -45.11% | +1.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -13.27% | -1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -21.24% | -13.76% | -7.48% |
Max Drawdown (5Y)Largest decline over 5 years | -40.28% | -26.43% | -13.85% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -31.59% | -12.09% |
Current DrawdownCurrent decline from peak | -6.70% | -8.97% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -14.43% | -9.52% | -4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 5.37% | -0.83% |
Volatility
ANTSX vs. KGGIX - Volatility Comparison
American Century International Small-Mid Cap Fund (ANTSX) has a higher volatility of 6.58% compared to Kopernik Global All-Cap Fund (KGGIX) at 3.39%. This indicates that ANTSX's price experiences larger fluctuations and is considered to be riskier than KGGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANTSX | KGGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 3.39% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 12.65% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 15.60% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 15.29% | +3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 14.96% | +3.72% |
ANTSX vs. KGGIX - Expense Ratio Comparison
ANTSX has a 1.44% expense ratio, which is higher than KGGIX's 1.01% expense ratio.
Dividends
ANTSX vs. KGGIX - Dividend Comparison
ANTSX's dividend yield for the trailing twelve months is around 1.70%, less than KGGIX's 15.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANTSX American Century International Small-Mid Cap Fund | 1.70% | 1.79% | 1.62% | 1.10% | 0.00% | 21.47% | 3.16% | 1.69% | 15.05% | 4.40% | 0.00% | 0.00% |
KGGIX Kopernik Global All-Cap Fund | 15.64% | 16.46% | 1.04% | 8.60% | 13.59% | 9.30% | 4.81% | 3.02% | 0.25% | 4.40% | 3.34% | 0.81% |
Frequently Asked Questions
ANTSX and KGGIX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ANTSX has higher volatility (6.58%) compared to KGGIX (3.39%). In terms of maximum drawdown, ANTSX dropped -43.68% vs KGGIX's -45.11%.
KGGIX currently has the higher Sharpe Ratio (1.84 vs 0.78), 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.
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