PortfoliosLab logo
AOMIX vs. AOCIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AOMIX and AOCIX is 0.91, 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

AOMIX vs. AOCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice Portfolio: Moderate (AOMIX) and American Century Investments One Choice Portfolio: Conservative (AOCIX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

AOMIX:

0.60

AOCIX:

0.73

Sortino Ratio

AOMIX:

0.90

AOCIX:

1.06

Omega Ratio

AOMIX:

1.12

AOCIX:

1.14

Calmar Ratio

AOMIX:

0.40

AOCIX:

0.42

Martin Ratio

AOMIX:

2.58

AOCIX:

3.25

Ulcer Index

AOMIX:

2.53%

AOCIX:

1.74%

Daily Std Dev

AOMIX:

11.03%

AOCIX:

7.80%

Max Drawdown

AOMIX:

-41.77%

AOCIX:

-28.98%

Current Drawdown

AOMIX:

-7.44%

AOCIX:

-7.25%

Returns By Period

In the year-to-date period, AOMIX achieves a 2.36% return, which is significantly higher than AOCIX's 1.95% return. Over the past 10 years, AOMIX has outperformed AOCIX with an annualized return of 2.07%, while AOCIX has yielded a comparatively lower 1.90% annualized return.


AOMIX

YTD

2.36%

1M

7.16%

6M

1.46%

1Y

6.62%

3Y*

5.04%

5Y*

3.73%

10Y*

2.07%

AOCIX

YTD

1.95%

1M

4.81%

6M

1.31%

1Y

5.66%

3Y*

3.47%

5Y*

2.74%

10Y*

1.90%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AOMIX vs. AOCIX - Expense Ratio Comparison

AOMIX has a 0.00% expense ratio, which is lower than AOCIX's 0.00% 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

AOMIX vs. AOCIX — Risk-Adjusted Performance Rank

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

AOMIX
The Risk-Adjusted Performance Rank of AOMIX is 6060
Overall Rank
The Sharpe Ratio Rank of AOMIX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of AOMIX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of AOMIX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of AOMIX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of AOMIX is 6969
Martin Ratio Rank

AOCIX
The Risk-Adjusted Performance Rank of AOCIX is 6767
Overall Rank
The Sharpe Ratio Rank of AOCIX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of AOCIX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of AOCIX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AOCIX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of AOCIX is 7676
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.

AOMIX vs. AOCIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Moderate (AOMIX) and American Century Investments One Choice Portfolio: Conservative (AOCIX). 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 AOMIX Sharpe Ratio is 0.60, which is comparable to the AOCIX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of AOMIX and AOCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

AOMIX vs. AOCIX - Dividend Comparison

AOMIX's dividend yield for the trailing twelve months is around 2.50%, less than AOCIX's 2.81% yield.


TTM20242023202220212020201920182017201620152014
AOMIX
American Century Investments One Choice Portfolio: Moderate
2.50%2.54%2.29%2.75%4.10%1.05%1.75%2.60%1.94%1.32%1.80%2.30%
AOCIX
American Century Investments One Choice Portfolio: Conservative
2.81%2.79%2.51%3.06%3.70%1.47%1.75%2.68%1.87%1.49%1.62%2.12%

Drawdowns

AOMIX vs. AOCIX - Drawdown Comparison

The maximum AOMIX drawdown since its inception was -41.77%, which is greater than AOCIX's maximum drawdown of -28.98%. Use the drawdown chart below to compare losses from any high point for AOMIX and AOCIX. For additional features, visit the drawdowns tool.


Loading data...

Volatility

AOMIX vs. AOCIX - Volatility Comparison

American Century Investments One Choice Portfolio: Moderate (AOMIX) has a higher volatility of 2.57% compared to American Century Investments One Choice Portfolio: Conservative (AOCIX) at 1.95%. This indicates that AOMIX's price experiences larger fluctuations and is considered to be riskier than AOCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...