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ARCVX vs. TWHIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARCVX vs. TWHIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice 2030 Portfolio (ARCVX) and American Century Heritage Fund (TWHIX). The values are adjusted to include any dividend payments, if applicable.

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ARCVX vs. TWHIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARCVX
American Century Investments One Choice 2030 Portfolio
-2.45%11.47%8.10%12.09%-14.77%10.11%12.61%18.54%-2.70%11.48%
TWHIX
American Century Heritage Fund
-10.01%6.53%24.66%20.64%-28.13%11.52%42.61%35.50%-5.08%21.83%

Returns By Period

In the year-to-date period, ARCVX achieves a -2.45% return, which is significantly higher than TWHIX's -10.01% return. Over the past 10 years, ARCVX has underperformed TWHIX with an annualized return of 6.39%, while TWHIX has yielded a comparatively higher 10.49% annualized return.


ARCVX

1D
0.08%
1M
-5.31%
YTD
-2.45%
6M
-0.95%
1Y
8.21%
3Y*
7.89%
5Y*
3.92%
10Y*
6.39%

TWHIX

1D
-1.22%
1M
-9.79%
YTD
-10.01%
6M
-13.12%
1Y
4.24%
3Y*
9.84%
5Y*
2.81%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARCVX vs. TWHIX - Expense Ratio Comparison

ARCVX has a 0.78% expense ratio, which is lower than TWHIX's 1.00% expense ratio.


Return for Risk

ARCVX vs. TWHIX — Risk / Return Rank

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

ARCVX
ARCVX Risk / Return Rank: 5252
Overall Rank
ARCVX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
ARCVX Sortino Ratio Rank: 5252
Sortino Ratio Rank
ARCVX Omega Ratio Rank: 5151
Omega Ratio Rank
ARCVX Calmar Ratio Rank: 5151
Calmar Ratio Rank
ARCVX Martin Ratio Rank: 5555
Martin Ratio Rank

TWHIX
TWHIX Risk / Return Rank: 99
Overall Rank
TWHIX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
TWHIX Sortino Ratio Rank: 1010
Sortino Ratio Rank
TWHIX Omega Ratio Rank: 99
Omega Ratio Rank
TWHIX Calmar Ratio Rank: 88
Calmar Ratio Rank
TWHIX Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARCVX vs. TWHIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2030 Portfolio (ARCVX) and American Century Heritage Fund (TWHIX). 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.


ARCVXTWHIXDifference

Sharpe ratio

Return per unit of total volatility

1.00

0.16

+0.84

Sortino ratio

Return per unit of downside risk

1.44

0.40

+1.03

Omega ratio

Gain probability vs. loss probability

1.21

1.05

+0.15

Calmar ratio

Return relative to maximum drawdown

1.23

0.10

+1.13

Martin ratio

Return relative to average drawdown

5.36

0.32

+5.05

ARCVX vs. TWHIX - Sharpe Ratio Comparison

The current ARCVX Sharpe Ratio is 1.00, which is higher than the TWHIX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of ARCVX and TWHIX, 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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Sharpe Ratios by Period


ARCVXTWHIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

0.16

+0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.12

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.46

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.51

-0.04

Correlation

The correlation between ARCVX and TWHIX is 0.88, 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

ARCVX vs. TWHIX - Dividend Comparison

ARCVX's dividend yield for the trailing twelve months is around 12.91%, less than TWHIX's 24.60% yield.


TTM20252024202320222021202020192018201720162015
ARCVX
American Century Investments One Choice 2030 Portfolio
12.91%12.60%4.84%2.81%5.59%8.09%5.87%7.54%10.28%1.18%2.03%6.16%
TWHIX
American Century Heritage Fund
24.60%22.14%15.58%0.78%0.98%12.00%13.72%11.32%25.33%9.38%8.71%0.00%

Drawdowns

ARCVX vs. TWHIX - Drawdown Comparison

The maximum ARCVX drawdown since its inception was -39.94%, smaller than the maximum TWHIX drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for ARCVX and TWHIX.


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Drawdown Indicators


ARCVXTWHIXDifference

Max Drawdown

Largest peak-to-trough decline

-39.94%

-56.98%

+17.04%

Max Drawdown (1Y)

Largest decline over 1 year

-6.33%

-15.82%

+9.49%

Max Drawdown (5Y)

Largest decline over 5 years

-20.54%

-40.34%

+19.80%

Max Drawdown (10Y)

Largest decline over 10 years

-22.29%

-40.34%

+18.05%

Current Drawdown

Current decline from peak

-5.46%

-15.82%

+10.36%

Average Drawdown

Average peak-to-trough decline

-5.00%

-12.27%

+7.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

5.00%

-3.55%

Volatility

ARCVX vs. TWHIX - Volatility Comparison

The current volatility for American Century Investments One Choice 2030 Portfolio (ARCVX) is 2.75%, while American Century Heritage Fund (TWHIX) has a volatility of 6.05%. This indicates that ARCVX experiences smaller price fluctuations and is considered to be less risky than TWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARCVXTWHIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.75%

6.05%

-3.30%

Volatility (6M)

Calculated over the trailing 6-month period

4.66%

13.36%

-8.70%

Volatility (1Y)

Calculated over the trailing 1-year period

8.35%

23.61%

-15.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.99%

23.25%

-14.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.57%

22.73%

-13.16%