AOGIX vs. SIFAX
AOGIX (American Century Investments One Choice Portfolio: Aggressive) and SIFAX (SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund) are both Diversified Portfolio funds. Over the past 10 years, AOGIX returned 9.76%/yr vs 3.55%/yr for SIFAX. At a 0.28 correlation, their price movements are largely independent. AOGIX charges 0.00%/yr vs 0.90%/yr for SIFAX.
Performance
AOGIX vs. SIFAX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AOGIX having a 8.15% return and SIFAX slightly lower at 8.08%. Over the past 10 years, AOGIX has outperformed SIFAX with an annualized return of 9.76%, while SIFAX has yielded a comparatively lower 3.55% annualized return.
AOGIX
- 1D
- 0.16%
- 1M
- 3.65%
- YTD
- 8.15%
- 6M
- 8.59%
- 1Y
- 19.32%
- 3Y*
- 14.38%
- 5Y*
- 6.86%
- 10Y*
- 9.76%
SIFAX
- 1D
- 0.12%
- 1M
- -1.50%
- YTD
- 8.08%
- 6M
- 7.70%
- 1Y
- 12.43%
- 3Y*
- 7.51%
- 5Y*
- 5.83%
- 10Y*
- 3.55%
AOGIX vs. SIFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOGIX American Century Investments One Choice Portfolio: Aggressive | 8.15% | 14.77% | 12.26% | 15.18% | -17.29% | 13.87% | 18.17% | 23.79% | -5.69% | 16.89% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 8.08% | 7.82% | 4.08% | -1.74% | 8.48% | 10.83% | -1.59% | 5.68% | -3.64% | -1.96% |
Correlation
The correlation between AOGIX and SIFAX is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.28 |
The correlation between AOGIX and SIFAX shifts across timeframes, from -0.16 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AOGIX vs. SIFAX — Risk / Return Rank
AOGIX
SIFAX
AOGIX vs. SIFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Aggressive (AOGIX) and SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX). 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.
| AOGIX | SIFAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.44 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 5.18 | -2.88 |
| Martin ratioReturn relative to average drawdown | 9.88 | 16.54 | -6.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AOGIX | SIFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 2.31 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.05 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.68 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.34 | +0.21 |
Drawdowns
AOGIX vs. SIFAX - Drawdown Comparison
The maximum AOGIX drawdown since its inception was -46.90%, which is greater than SIFAX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for AOGIX and SIFAX.
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Drawdown Indicators
| AOGIX | SIFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.90% | -23.62% | -23.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.56% | -2.41% | -6.15% |
Max Drawdown (3Y)Largest decline over 3 years | -13.40% | -3.57% | -9.83% |
Max Drawdown (5Y)Largest decline over 5 years | -25.21% | -8.32% | -16.89% |
Max Drawdown (10Y)Largest decline over 10 years | -29.68% | -14.69% | -14.99% |
Current DrawdownCurrent decline from peak | 0.00% | -1.83% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -8.55% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 0.75% | +1.24% |
Volatility
AOGIX vs. SIFAX - Volatility Comparison
American Century Investments One Choice Portfolio: Aggressive (AOGIX) has a higher volatility of 2.91% compared to SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) at 2.18%. This indicates that AOGIX's price experiences larger fluctuations and is considered to be riskier than SIFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOGIX | SIFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.18% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.14% | 4.69% | +3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 5.41% | +4.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.76% | 5.60% | +7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 5.22% | +8.53% |
AOGIX vs. SIFAX - Expense Ratio Comparison
AOGIX has a 0.00% expense ratio, which is lower than SIFAX's 0.90% expense ratio.
Dividends
AOGIX vs. SIFAX - Dividend Comparison
AOGIX's dividend yield for the trailing twelve months is around 7.99%, more than SIFAX's 4.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOGIX American Century Investments One Choice Portfolio: Aggressive | 7.99% | 8.64% | 2.60% | 2.12% | 11.69% | 10.35% | 9.37% | 12.98% | 9.78% | 1.44% | 4.35% | 10.54% |
SIFAX SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund | 4.21% | 4.55% | 3.25% | 3.82% | 11.90% | 7.89% | 1.45% | 1.49% | 1.90% | 1.39% | 1.15% | 0.48% |
Frequently Asked Questions
AOGIX and SIFAX have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOGIX has higher volatility (2.91%) compared to SIFAX (2.18%). In terms of maximum drawdown, AOGIX dropped -46.90% vs SIFAX's -23.62%.
SIFAX currently has the higher Sharpe Ratio (2.31 vs 1.95), 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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