AOCIX vs. QBDSX
AOCIX (American Century Investments One Choice Portfolio: Conservative) and QBDSX (Quantified Managed Income Fund) are both Diversified Portfolio funds. Over the past 10 years, AOCIX returned 5.91%/yr vs 0.52%/yr for QBDSX. Their 0.50 correlation means their historical movements had little consistent relationship. AOCIX charges 0.00%/yr vs 1.31%/yr for QBDSX.
Performance
AOCIX vs. QBDSX - Performance Comparison
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Returns By Period
In the year-to-date period, AOCIX achieves a 4.28% return, which is significantly higher than QBDSX's -0.25% return. Over the past 10 years, AOCIX has outperformed QBDSX with an annualized return of 5.91%, while QBDSX has yielded a comparatively lower 0.52% 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%
QBDSX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- -0.88%
- YTD
- -0.25%
- 1Y
- 0.15%
- 3Y*
- 2.24%
- 5Y*
- 0.70%
- 10Y*
- 0.52%
- ALL TIME*
- 0.75%
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. QBDSX - 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% |
QBDSX Quantified Managed Income Fund | -0.25% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Correlation
The correlation between AOCIX and QBDSX is 0.68, 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. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.48 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.50 |
The correlation between AOCIX and QBDSX shifts across timeframes, from 0.48 (5 years) to 0.68 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AOCIX vs. QBDSX — Risk / Return Rank
AOCIX
QBDSX
AOCIX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Conservative (AOCIX) and Quantified Managed Income Fund (QBDSX). 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 | QBDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.00 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | -0.03 | +1.70 |
| Martin ratioReturn relative to average drawdown | 7.08 | -0.07 | +7.15 |
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Drawdowns
AOCIX vs. QBDSX - Drawdown Comparison
The maximum AOCIX drawdown since its inception was -26.87%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for AOCIX and QBDSX.
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Drawdown Indicators
| AOCIX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.87% | -18.38% | -8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -5.10% | -3.09% | -2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -7.27% | -3.76% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -7.40% | -12.31% |
Max Drawdown (10Y)Largest decline over 10 years | -19.71% | -18.38% | -1.33% |
Current DrawdownCurrent decline from peak | -0.49% | -8.29% | +7.80% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -6.86% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.43% | -0.23% |
Volatility
AOCIX vs. QBDSX - Volatility Comparison
American Century Investments One Choice Portfolio: Conservative (AOCIX) has a higher volatility of 1.63% compared to Quantified Managed Income Fund (QBDSX) at 0.75%. This indicates that AOCIX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOCIX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 0.75% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 5.00% | 2.38% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.13% | 3.53% | +2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 4.31% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.05% | 5.24% | +2.81% |
AOCIX vs. QBDSX - Expense Ratio Comparison
AOCIX has a 0.00% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Dividends
AOCIX vs. QBDSX - Dividend Comparison
AOCIX's dividend yield for the trailing twelve months is around 4.88%, more than QBDSX's 4.49% 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% |
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Frequently Asked Questions
AOCIX and QBDSX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOCIX has higher volatility (1.63%) compared to QBDSX (0.75%). In terms of maximum drawdown, AOCIX dropped -26.87% vs QBDSX's -18.38%.
AOCIX currently has the higher Sharpe Ratio (1.39 vs -0.03), 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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