AONIX vs. BERIX
AONIX (American Century Investments One Choice Portfolio: Very Conservative) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 10 years, AONIX returned 4.57%/yr vs 4.82%/yr for BERIX. Their correlation of 0.80 suggests significant overlap in exposure. AONIX charges 0.00%/yr vs 0.64%/yr for BERIX.
Performance
AONIX vs. BERIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AONIX having a 2.47% return and BERIX slightly lower at 2.36%. Over the past 10 years, AONIX has underperformed BERIX with an annualized return of 4.57%, while BERIX has yielded a comparatively higher 4.82% annualized return.
AONIX
- 1D
- -0.25%
- 1M
- 0.39%
- YTD
- 2.47%
- 6M
- 2.30%
- 1Y
- 7.20%
- 3Y*
- 6.78%
- 5Y*
- 2.79%
- 10Y*
- 4.57%
BERIX
- 1D
- 0.00%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.34%
- 1Y
- 10.06%
- 3Y*
- 9.00%
- 5Y*
- 4.21%
- 10Y*
- 4.82%
AONIX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AONIX American Century Investments One Choice Portfolio: Very Conservative | 2.47% | 7.52% | 5.92% | 7.60% | -11.35% | 6.63% | 9.43% | 11.96% | -0.93% | 6.46% |
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between AONIX and BERIX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2004 | 0.80 |
Over the past year, the correlation between AONIX and BERIX has dropped to 0.48 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
AONIX vs. BERIX — Risk / Return Rank
AONIX
BERIX
AONIX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Very Conservative (AONIX) and Chartwell Income Fund (BERIX). 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.
| AONIX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.39 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 3.03 | -0.84 |
| Martin ratioReturn relative to average drawdown | 9.67 | 11.37 | -1.70 |
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Drawdowns
AONIX vs. BERIX - Drawdown Comparison
The maximum AONIX drawdown since its inception was -15.27%, smaller than the maximum BERIX drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for AONIX and BERIX.
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Drawdown Indicators
| AONIX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.27% | -20.34% | +5.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.51% | -3.36% | -0.15% |
Max Drawdown (3Y)Largest decline over 3 years | -5.08% | -5.82% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -15.27% | -15.73% | +0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -15.27% | -20.34% | +5.07% |
Current DrawdownCurrent decline from peak | -0.50% | -3.36% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -1.98% | -2.59% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.89% | -0.10% |
Volatility
AONIX vs. BERIX - Volatility Comparison
American Century Investments One Choice Portfolio: Very Conservative (AONIX) and Chartwell Income Fund (BERIX) have volatilities of 1.51% and 1.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AONIX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 1.58% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.28% | 4.44% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 5.12% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.42% | 5.98% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.27% | 6.03% | -0.76% |
AONIX vs. BERIX - Expense Ratio Comparison
AONIX has a 0.00% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Dividends
AONIX vs. BERIX - Dividend Comparison
AONIX's dividend yield for the trailing twelve months is around 4.47%, more than BERIX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AONIX American Century Investments One Choice Portfolio: Very Conservative | 4.47% | 3.82% | 3.10% | 2.80% | 7.19% | 6.36% | 3.46% | 3.57% | 5.83% | 3.08% | 2.16% | 2.79% |
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Frequently Asked Questions
AONIX and BERIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BERIX has higher volatility (1.58%) compared to AONIX (1.51%). In terms of maximum drawdown, AONIX dropped -15.27% vs BERIX's -20.34%.
BERIX currently has the higher Sharpe Ratio (1.99 vs 1.89), 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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