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AOGIX vs. VTSAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AOGIX and VTSAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

AOGIX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice Portfolio: Aggressive (AOGIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AOGIX:

0.50

VTSAX:

0.48

Sortino Ratio

AOGIX:

0.82

VTSAX:

0.83

Omega Ratio

AOGIX:

1.12

VTSAX:

1.12

Calmar Ratio

AOGIX:

0.53

VTSAX:

0.51

Martin Ratio

AOGIX:

2.25

VTSAX:

1.95

Ulcer Index

AOGIX:

3.15%

VTSAX:

5.08%

Daily Std Dev

AOGIX:

13.48%

VTSAX:

19.65%

Max Drawdown

AOGIX:

-46.90%

VTSAX:

-55.34%

Current Drawdown

AOGIX:

-3.62%

VTSAX:

-7.91%

Returns By Period

In the year-to-date period, AOGIX achieves a 0.56% return, which is significantly higher than VTSAX's -3.66% return. Over the past 10 years, AOGIX has underperformed VTSAX with an annualized return of 7.09%, while VTSAX has yielded a comparatively higher 11.77% annualized return.


AOGIX

YTD

0.56%

1M

7.40%

6M

-1.57%

1Y

6.61%

5Y*

9.77%

10Y*

7.09%

VTSAX

YTD

-3.66%

1M

8.09%

6M

-5.58%

1Y

9.22%

5Y*

15.28%

10Y*

11.77%

*Annualized

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AOGIX vs. VTSAX - Expense Ratio Comparison

AOGIX has a 0.00% expense ratio, which is lower than VTSAX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

AOGIX vs. VTSAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AOGIX
The Risk-Adjusted Performance Rank of AOGIX is 6262
Overall Rank
The Sharpe Ratio Rank of AOGIX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of AOGIX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of AOGIX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of AOGIX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of AOGIX is 6565
Martin Ratio Rank

VTSAX
The Risk-Adjusted Performance Rank of VTSAX is 6161
Overall Rank
The Sharpe Ratio Rank of VTSAX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VTSAX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VTSAX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VTSAX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VTSAX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AOGIX vs. VTSAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Aggressive (AOGIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.


The current AOGIX Sharpe Ratio is 0.50, which is comparable to the VTSAX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of AOGIX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AOGIX vs. VTSAX - Dividend Comparison

AOGIX's dividend yield for the trailing twelve months is around 2.34%, more than VTSAX's 1.34% yield.


TTM20242023202220212020201920182017201620152014
AOGIX
American Century Investments One Choice Portfolio: Aggressive
2.34%2.35%2.12%2.27%4.29%0.96%1.64%2.49%1.92%1.47%1.88%2.27%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
1.34%1.26%1.43%1.65%1.20%1.41%1.77%2.04%1.71%1.92%1.98%1.76%

Drawdowns

AOGIX vs. VTSAX - Drawdown Comparison

The maximum AOGIX drawdown since its inception was -46.90%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for AOGIX and VTSAX. For additional features, visit the drawdowns tool.


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Volatility

AOGIX vs. VTSAX - Volatility Comparison

The current volatility for American Century Investments One Choice Portfolio: Aggressive (AOGIX) is 4.45%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 6.86%. This indicates that AOGIX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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