AOVIX vs. BIGRX
AOVIX (American Century Investments One Choice Portfolio: Very Aggressive) and BIGRX (American Century Disciplined Core Value Fund) are both mutual funds - AOVIX is a Diversified Portfolio fund managed by American Century, while BIGRX is a Large Cap Value Equities fund managed by American Century. Over the past 10 years, AOVIX returned 11.19%/yr vs 11.28%/yr for BIGRX. Their correlation of 0.93 suggests significant overlap in exposure. AOVIX charges 0.00%/yr vs 0.65%/yr for BIGRX.
Performance
AOVIX vs. BIGRX - Performance Comparison
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Returns By Period
In the year-to-date period, AOVIX achieves a 9.28% return, which is significantly lower than BIGRX's 11.65% return. Both investments have delivered pretty close results over the past 10 years, with AOVIX having a 11.19% annualized return and BIGRX not far ahead at 11.28%.
AOVIX
- 1D
- -0.82%
- 1M
- 2.82%
- YTD
- 9.28%
- 6M
- 9.68%
- 1Y
- 21.89%
- 3Y*
- 16.62%
- 5Y*
- 7.62%
- 10Y*
- 11.19%
BIGRX
- 1D
- -0.21%
- 1M
- 3.15%
- YTD
- 11.65%
- 6M
- 12.39%
- 1Y
- 28.50%
- 3Y*
- 17.32%
- 5Y*
- 7.38%
- 10Y*
- 11.28%
AOVIX vs. BIGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOVIX American Century Investments One Choice Portfolio: Very Aggressive | 9.28% | 17.35% | 14.44% | 17.31% | -19.64% | 15.85% | 21.15% | 27.57% | -8.09% | 20.64% |
BIGRX American Century Disciplined Core Value Fund | 11.65% | 14.85% | 13.26% | 8.44% | -12.59% | 24.22% | 11.86% | 24.00% | -6.37% | 20.63% |
Correlation
The correlation between AOVIX and BIGRX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2004 | 0.93 |
The correlation between AOVIX and BIGRX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
AOVIX vs. BIGRX — Risk / Return Rank
AOVIX
BIGRX
AOVIX vs. BIGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Very Aggressive (AOVIX) and American Century Disciplined Core Value Fund (BIGRX). 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.
| AOVIX | BIGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.45 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 3.55 | -1.34 |
| Martin ratioReturn relative to average drawdown | 9.41 | 14.96 | -5.56 |
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
| AOVIX | BIGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 2.51 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.58 | -0.09 |
Drawdowns
AOVIX vs. BIGRX - Drawdown Comparison
The maximum AOVIX drawdown since its inception was -54.18%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for AOVIX and BIGRX.
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Drawdown Indicators
| AOVIX | BIGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.18% | -58.04% | +3.86% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -7.95% | -2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -16.90% | -18.24% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -29.07% | -22.19% | -6.88% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -32.62% | -1.98% |
Current DrawdownCurrent decline from peak | -0.82% | -0.21% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -9.00% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.88% | +0.49% |
Volatility
AOVIX vs. BIGRX - Volatility Comparison
American Century Investments One Choice Portfolio: Very Aggressive (AOVIX) has a higher volatility of 3.50% compared to American Century Disciplined Core Value Fund (BIGRX) at 2.78%. This indicates that AOVIX's price experiences larger fluctuations and is considered to be riskier than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOVIX | BIGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 2.78% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 8.33% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 11.25% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.01% | 14.94% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 16.82% | +0.38% |
AOVIX vs. BIGRX - Expense Ratio Comparison
AOVIX has a 0.00% expense ratio, which is lower than BIGRX's 0.65% expense ratio.
Dividends
AOVIX vs. BIGRX - Dividend Comparison
AOVIX's dividend yield for the trailing twelve months is around 7.51%, less than BIGRX's 8.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOVIX American Century Investments One Choice Portfolio: Very Aggressive | 7.51% | 8.21% | 1.98% | 1.59% | 12.63% | 9.86% | 8.31% | 9.10% | 10.18% | 1.81% | 4.63% | 13.85% |
BIGRX American Century Disciplined Core Value Fund | 8.11% | 9.05% | 1.32% | 1.55% | 1.88% | 28.04% | 16.19% | 3.90% | 13.40% | 9.32% | 3.91% | 9.22% |
Frequently Asked Questions
AOVIX and BIGRX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOVIX has higher volatility (3.50%) compared to BIGRX (2.78%). In terms of maximum drawdown, AOVIX dropped -54.18% vs BIGRX's -58.04%.
BIGRX currently has the higher Sharpe Ratio (2.51 vs 1.79), 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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