AOVIX vs. IOEZX
Compare and contrast key facts about American Century Investments One Choice Portfolio: Very Aggressive (AOVIX) and ICON Equity Income Fund (IOEZX).
AOVIX is managed by American Century. It was launched on Sep 29, 2004. IOEZX is managed by ICON Funds. It was launched on May 9, 2004.
Performance
AOVIX vs. IOEZX - Performance Comparison
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AOVIX vs. IOEZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AOVIX American Century Investments One Choice Portfolio: Very Aggressive | -5.00% | 17.35% | 14.44% | 17.31% | -19.64% | 15.85% | 21.15% | 27.57% | -8.09% | 20.64% |
IOEZX ICON Equity Income Fund | 8.64% | 14.29% | 6.12% | 3.82% | -13.56% | 24.15% | 3.16% | 27.70% | -10.11% | 13.59% |
Returns By Period
In the year-to-date period, AOVIX achieves a -5.00% return, which is significantly lower than IOEZX's 8.64% return. Over the past 10 years, AOVIX has outperformed IOEZX with an annualized return of 9.89%, while IOEZX has yielded a comparatively lower 8.27% annualized return.
AOVIX
- 1D
- -0.30%
- 1M
- -9.64%
- YTD
- -5.00%
- 6M
- -3.02%
- 1Y
- 13.59%
- 3Y*
- 11.92%
- 5Y*
- 5.86%
- 10Y*
- 9.89%
IOEZX
- 1D
- -0.67%
- 1M
- -4.99%
- YTD
- 8.64%
- 6M
- 12.25%
- 1Y
- 19.34%
- 3Y*
- 11.13%
- 5Y*
- 4.83%
- 10Y*
- 8.27%
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AOVIX vs. IOEZX - Expense Ratio Comparison
AOVIX has a 0.00% expense ratio, which is lower than IOEZX's 1.00% expense ratio.
Return for Risk
AOVIX vs. IOEZX — Risk / Return Rank
AOVIX
IOEZX
AOVIX vs. IOEZX - 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 ICON Equity Income Fund (IOEZX). 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 | IOEZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.28 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.84 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.62 | -0.62 |
Martin ratioReturn relative to average drawdown | 4.42 | 6.69 | -2.28 |
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 | IOEZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.28 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.35 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.50 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.39 | +0.06 |
Correlation
The correlation between AOVIX and IOEZX is 0.87, 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.
Dividends
AOVIX vs. IOEZX - Dividend Comparison
AOVIX's dividend yield for the trailing twelve months is around 8.64%, more than IOEZX's 2.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOVIX American Century Investments One Choice Portfolio: Very Aggressive | 8.64% | 8.21% | 1.98% | 1.59% | 12.63% | 9.86% | 8.31% | 9.10% | 10.18% | 1.81% | 4.63% | 13.85% |
IOEZX ICON Equity Income Fund | 2.50% | 3.56% | 4.32% | 3.75% | 13.63% | 12.92% | 3.68% | 4.74% | 3.80% | 3.13% | 3.32% | 4.24% |
Drawdowns
AOVIX vs. IOEZX - Drawdown Comparison
The maximum AOVIX drawdown since its inception was -54.18%, roughly equal to the maximum IOEZX drawdown of -56.15%. Use the drawdown chart below to compare losses from any high point for AOVIX and IOEZX.
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Drawdown Indicators
| AOVIX | IOEZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.18% | -56.15% | +1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -11.71% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -29.07% | -21.47% | -7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -38.12% | +3.52% |
Current DrawdownCurrent decline from peak | -10.13% | -4.99% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -8.64% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.84% | -0.19% |
Volatility
AOVIX vs. IOEZX - Volatility Comparison
American Century Investments One Choice Portfolio: Very Aggressive (AOVIX) has a higher volatility of 5.24% compared to ICON Equity Income Fund (IOEZX) at 4.25%. This indicates that AOVIX's price experiences larger fluctuations and is considered to be riskier than IOEZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOVIX | IOEZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 4.25% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 8.69% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.61% | 15.56% | +1.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.92% | 13.90% | +2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.14% | 16.44% | +0.70% |