ARFVX vs. BULIX
Compare and contrast key facts about American Century Investments One Choice 2050 Portfolio (ARFVX) and American Century Utilities Fund (BULIX).
ARFVX is managed by American Century. It was launched on May 29, 2008. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
ARFVX vs. BULIX - Performance Comparison
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ARFVX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARFVX American Century Investments One Choice 2050 Portfolio | -3.68% | 14.75% | 11.30% | 15.16% | -17.44% | 13.36% | 17.43% | 24.02% | -5.24% | 16.43% |
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
Returns By Period
In the year-to-date period, ARFVX achieves a -3.68% return, which is significantly lower than BULIX's 9.37% return. Over the past 10 years, ARFVX has outperformed BULIX with an annualized return of 8.55%, while BULIX has yielded a comparatively lower 7.31% annualized return.
ARFVX
- 1D
- -0.14%
- 1M
- -7.52%
- YTD
- -3.68%
- 6M
- -1.73%
- 1Y
- 11.37%
- 3Y*
- 10.19%
- 5Y*
- 5.06%
- 10Y*
- 8.55%
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
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ARFVX vs. BULIX - Expense Ratio Comparison
ARFVX has a 0.88% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Return for Risk
ARFVX vs. BULIX — Risk / Return Rank
ARFVX
BULIX
ARFVX vs. BULIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2050 Portfolio (ARFVX) and American Century Utilities Fund (BULIX). 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.
| ARFVX | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.50 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.00 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.89 | -1.75 |
Martin ratioReturn relative to average drawdown | 4.99 | 7.19 | -2.19 |
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
| ARFVX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.50 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.41 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.47 | -0.03 |
Correlation
The correlation between ARFVX and BULIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARFVX vs. BULIX - Dividend Comparison
ARFVX's dividend yield for the trailing twelve months is around 14.96%, more than BULIX's 10.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARFVX American Century Investments One Choice 2050 Portfolio | 14.96% | 14.41% | 4.91% | 1.96% | 6.71% | 7.57% | 6.52% | 8.66% | 10.95% | 1.22% | 3.88% | 6.89% |
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
ARFVX vs. BULIX - Drawdown Comparison
The maximum ARFVX drawdown since its inception was -47.41%, smaller than the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for ARFVX and BULIX.
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Drawdown Indicators
| ARFVX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.41% | -55.21% | +7.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -8.34% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -24.56% | -0.56% |
Max Drawdown (10Y)Largest decline over 10 years | -29.55% | -33.86% | +4.31% |
Current DrawdownCurrent decline from peak | -7.82% | -2.97% | -4.85% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -10.06% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.35% | -1.30% |
Volatility
ARFVX vs. BULIX - Volatility Comparison
The current volatility for American Century Investments One Choice 2050 Portfolio (ARFVX) is 3.93%, while American Century Utilities Fund (BULIX) has a volatility of 4.86%. This indicates that ARFVX experiences smaller price fluctuations and is considered to be less risky than BULIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARFVX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 4.86% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.79% | 9.76% | -2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 15.50% | -3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 16.57% | -4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.57% | 17.99% | -4.42% |