AOCIX vs. CONWX
AOCIX (American Century Investments One Choice Portfolio: Conservative) and CONWX (Concorde Wealth Management Fund) are both Diversified Portfolio funds. Over the past 10 years, AOCIX returned 5.91%/yr vs 8.13%/yr for CONWX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. AOCIX charges 0.00%/yr vs 1.41%/yr for CONWX.
Performance
AOCIX vs. CONWX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AOCIX achieves a 4.28% return, which is significantly lower than CONWX's 7.66% return. Over the past 10 years, AOCIX has underperformed CONWX with an annualized return of 5.91%, while CONWX has yielded a comparatively higher 8.13% annualized return.
AOCIX
- 1D
- 0.71%
- 1M
- -0.14%
- 6M
- 3.00%
- YTD
- 4.28%
- 1Y
- 8.86%
- 3Y*
- 8.29%
- 5Y*
- 3.58%
- 10Y*
- 5.91%
- ALL TIME*
- 5.66%
CONWX
- 1D
- 0.19%
- 1M
- 0.73%
- 6M
- 3.04%
- YTD
- 7.66%
- 1Y
- 16.33%
- 3Y*
- 11.21%
- 5Y*
- 6.58%
- 10Y*
- 8.13%
- ALL TIME*
- 8.52%
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 |
AOCIX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOCIX American Century Investments One Choice Portfolio: Conservative | 4.28% | 10.20% | 7.42% | 10.53% | -14.05% | 9.03% | 12.83% | 16.06% | -3.25% | 9.89% |
CONWX Concorde Wealth Management Fund | 7.66% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Correlation
The correlation between AOCIX and CONWX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.76 |
Over the past year, the correlation between AOCIX and CONWX has dropped to 0.41 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AOCIX vs. CONWX — Risk / Return Rank
AOCIX
CONWX
AOCIX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Conservative (AOCIX) and Concorde Wealth Management Fund (CONWX). 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.
| AOCIX | CONWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.38 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 3.43 | -1.76 |
| Martin ratioReturn relative to average drawdown | 7.08 | 8.32 | -1.24 |
Loading charts...
Drawdowns
AOCIX vs. CONWX - Drawdown Comparison
The maximum AOCIX drawdown since its inception was -26.87%, roughly equal to the maximum CONWX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for AOCIX and CONWX.
Loading charts...
Drawdown Indicators
| AOCIX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.87% | -26.09% | -0.78% |
Max Drawdown (1Y)Largest decline over 1 year | -5.10% | -4.44% | -0.66% |
Max Drawdown (3Y)Largest decline over 3 years | -7.27% | -9.86% | +2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -12.49% | -7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -19.71% | -26.09% | +6.38% |
Current DrawdownCurrent decline from peak | -0.49% | -2.50% | +2.01% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -2.79% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.83% | -0.63% |
Volatility
AOCIX vs. CONWX - Volatility Comparison
The current volatility for American Century Investments One Choice Portfolio: Conservative (AOCIX) is 1.63%, while Concorde Wealth Management Fund (CONWX) has a volatility of 1.88%. This indicates that AOCIX experiences smaller price fluctuations and is considered to be less risky than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AOCIX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.88% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 5.00% | 5.07% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.13% | 7.07% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 10.15% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.05% | 10.99% | -2.94% |
AOCIX vs. CONWX - Expense Ratio Comparison
AOCIX has a 0.00% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Dividends
AOCIX vs. CONWX - Dividend Comparison
AOCIX's dividend yield for the trailing twelve months is around 4.88%, more than CONWX's 3.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOCIX American Century Investments One Choice Portfolio: Conservative | 4.88% | 5.12% | 2.79% | 2.50% | 9.63% | 8.19% | 5.25% | 4.87% | 7.07% | 2.05% | 2.93% | 5.97% |
CONWX Concorde Wealth Management Fund | 3.43% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Frequently Asked Questions
AOCIX and CONWX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CONWX has higher volatility (1.88%) compared to AOCIX (1.63%). In terms of maximum drawdown, AOCIX dropped -26.87% vs CONWX's -26.09%.
CONWX currently has the higher Sharpe Ratio (2.15 vs 1.39), 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.
Find the right allocation for AOCIX and CONWX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer