ARDVX vs. BIGRX

Last updated Jun 23, 2026

ARDVX (American Century Investments One Choice 2040 Portfolio) and BIGRX (American Century Disciplined Core Value Fund) are both mutual funds - ARDVX is a Target Retirement Date fund managed by American Century, while BIGRX is a Large Cap Value Equities fund managed by American Century. Over the past 10 years, ARDVX returned 8.31%/yr vs 11.35%/yr for BIGRX. Their correlation of 0.93 suggests significant overlap in exposure. ARDVX charges 0.83%/yr vs 0.65%/yr for BIGRX.

Performance

ARDVX vs. BIGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice 2040 Portfolio (ARDVX) and American Century Disciplined Core Value Fund (BIGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARDVX achieves a 5.79% return, which is significantly lower than BIGRX's 12.02% return. Over the past 10 years, ARDVX has underperformed BIGRX with an annualized return of 8.31%, while BIGRX has yielded a comparatively higher 11.35% annualized return.

ARDVX

• 1D: 0.57%
• 1M: 0.93%
• YTD: 5.79%
• 6M: 5.55%
• 1Y: 15.33%
• 3Y*: 11.21%
• 5Y*: 5.54%
• 10Y*: 8.31%

BIGRX

• 1D: 0.23%
• 1M: 2.08%
• YTD: 12.02%
• 6M: 10.96%
• 1Y: 29.04%
• 3Y*: 16.29%
• 5Y*: 8.77%
• 10Y*: 11.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARDVX vs. BIGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARDVX American Century Investments One Choice 2040 Portfolio	5.79%	13.20%	9.54%	13.66%	-16.43%	11.45%	15.11%	21.29%	-3.80%	13.97%
BIGRX American Century Disciplined Core Value Fund	12.02%	14.85%	13.26%	8.44%	-12.59%	24.22%	11.86%	24.00%	-6.37%	20.63%

Correlation

The correlation between ARDVX and BIGRX is 0.88, 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	0.88
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.89
Correlation (All Time) Calculated using the full available price history since May 30, 2008	0.93

The correlation between ARDVX and BIGRX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.

Return for Risk

ARDVX vs. BIGRX — Risk / Return Rank

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

ARDVX

ARDVX Risk / Return Rank: 47
ARDVX Sharpe Ratio Rank: 47
ARDVX Sortino Ratio Rank: 47
ARDVX Omega Ratio Rank: 48
ARDVX Calmar Ratio Rank: 40
ARDVX Martin Ratio Rank: 51

BIGRX

BIGRX Risk / Return Rank: 82
BIGRX Sharpe Ratio Rank: 83
BIGRX Sortino Ratio Rank: 81
BIGRX Omega Ratio Rank: 76
BIGRX Calmar Ratio Rank: 83
BIGRX Martin Ratio Rank: 87

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.

ARDVX vs. BIGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2040 Portfolio (ARDVX) 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.

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.

	ARDVX	BIGRX	Difference
Sharpe ratio: Return per unit of total volatility	1.87	2.49	-0.62
Sortino ratio: Return per unit of downside risk	2.67	3.53	-0.86
Omega ratio: Gain probability vs. loss probability	1.35	1.45	-0.10
Calmar ratio: Return relative to maximum drawdown	2.31	3.67	-1.35
Martin ratio: Return relative to average drawdown	9.87	15.35	-5.48

ARDVX vs. BIGRX - Sharpe Ratio Comparison

The current ARDVX Sharpe Ratio is 1.87, which is comparable to the BIGRX Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of ARDVX and BIGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ARDVX vs. BIGRX - Drawdown Comparison

The maximum ARDVX drawdown since its inception was -44.47%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for ARDVX and BIGRX.

Drawdown Indicators

	ARDVX	BIGRX	Difference
Max Drawdown Largest peak-to-trough decline	-44.47%	-58.04%	+13.57%
Max Drawdown (1Y) Largest decline over 1 year	-6.58%	-7.95%	+1.37%
Max Drawdown (3Y) Largest decline over 3 years	-11.40%	-18.24%	+6.84%
Max Drawdown (5Y) Largest decline over 5 years	-23.28%	-22.19%	-1.09%
Max Drawdown (10Y) Largest decline over 10 years	-25.99%	-32.62%	+6.63%
Current Drawdown Current decline from peak	-0.35%	-1.38%	+1.03%
Average Drawdown Average peak-to-trough decline	-5.82%	-8.99%	+3.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.54%	1.90%	-0.36%

Volatility

ARDVX vs. BIGRX - Volatility Comparison

The current volatility for American Century Investments One Choice 2040 Portfolio (ARDVX) is 2.95%, while American Century Disciplined Core Value Fund (BIGRX) has a volatility of 4.32%. This indicates that ARDVX experiences smaller price fluctuations and is considered to be less risky than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARDVX	BIGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.95%	4.32%	-1.37%
Volatility (6M) Calculated over the trailing 6-month period	6.67%	8.95%	-2.28%
Volatility (1Y) Calculated over the trailing 1-year period	8.14%	11.69%	-3.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.89%	14.98%	-4.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.66%	16.86%	-5.20%

ARDVX vs. BIGRX - Expense Ratio Comparison

ARDVX has a 0.83% expense ratio, which is higher than BIGRX's 0.65% expense ratio.

Dividends

ARDVX vs. BIGRX - Dividend Comparison

ARDVX's dividend yield for the trailing twelve months is around 12.42%, more than BIGRX's 8.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARDVX American Century Investments One Choice 2040 Portfolio	12.42%	13.14%	5.58%	2.29%	6.29%	8.20%	6.36%	8.42%	11.28%	1.38%	3.65%	6.75%
BIGRX American Century Disciplined Core Value Fund	8.32%	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

Can I hold both ARDVX and BIGRX in my portfolio?

ARDVX and BIGRX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARDVX or BIGRX?

BIGRX has higher volatility (4.32%) compared to ARDVX (2.95%). In terms of maximum drawdown, ARDVX dropped -44.47% vs BIGRX's -58.04%.

Which has better risk-adjusted returns?

BIGRX currently has the higher Sharpe Ratio (2.49 vs 1.87), 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.