ARHVX vs. BULIX
Compare and contrast key facts about American Century Investments One Choice 2065 Portfolio (ARHVX) and American Century Utilities Fund (BULIX).
ARHVX is managed by American Century. It was launched on Sep 22, 2020. BULIX is managed by American Century. It was launched on Feb 28, 1993.
Performance
ARHVX vs. BULIX - Performance Comparison
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ARHVX vs. BULIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ARHVX American Century Investments One Choice 2065 Portfolio | -1.96% | 16.10% | 12.77% | 16.25% | -17.77% | 14.55% | 8.37% |
BULIX American Century Utilities Fund | 9.21% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | 0.64% |
Returns By Period
In the year-to-date period, ARHVX achieves a -1.96% return, which is significantly lower than BULIX's 9.21% return.
ARHVX
- 1D
- 2.43%
- 1M
- -5.73%
- YTD
- -1.96%
- 6M
- -0.09%
- 1Y
- 15.01%
- 3Y*
- 12.04%
- 5Y*
- 5.93%
- 10Y*
- —
BULIX
- 1D
- -0.15%
- 1M
- -2.17%
- YTD
- 9.21%
- 6M
- 7.02%
- 1Y
- 21.31%
- 3Y*
- 14.91%
- 5Y*
- 9.52%
- 10Y*
- 7.29%
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ARHVX vs. BULIX - Expense Ratio Comparison
ARHVX has a 0.88% expense ratio, which is higher than BULIX's 0.65% expense ratio.
Return for Risk
ARHVX vs. BULIX — Risk / Return Rank
ARHVX
BULIX
ARHVX vs. BULIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2065 Portfolio (ARHVX) 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.
| ARHVX | BULIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.42 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.90 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.76 | -1.27 |
Martin ratioReturn relative to average drawdown | 6.49 | 6.85 | -0.37 |
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
| ARHVX | BULIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.42 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.47 | +0.13 |
Correlation
The correlation between ARHVX and BULIX is 0.49, 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
ARHVX vs. BULIX - Dividend Comparison
ARHVX's dividend yield for the trailing twelve months is around 6.12%, less than BULIX's 10.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARHVX American Century Investments One Choice 2065 Portfolio | 6.12% | 6.00% | 2.62% | 1.69% | 4.24% | 4.27% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BULIX American Century Utilities Fund | 10.45% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
Drawdowns
ARHVX vs. BULIX - Drawdown Comparison
The maximum ARHVX drawdown since its inception was -26.03%, smaller than the maximum BULIX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for ARHVX and BULIX.
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Drawdown Indicators
| ARHVX | BULIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.03% | -55.21% | +29.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.22% | -8.34% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.03% | -24.56% | -1.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.86% | — |
Current DrawdownCurrent decline from peak | -6.58% | -3.12% | -3.46% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -10.06% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 3.35% | -1.01% |
Volatility
ARHVX vs. BULIX - Volatility Comparison
American Century Investments One Choice 2065 Portfolio (ARHVX) has a higher volatility of 5.25% compared to American Century Utilities Fund (BULIX) at 4.78%. This indicates that ARHVX's price experiences larger fluctuations and is considered to be riskier 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
| ARHVX | BULIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 4.78% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 9.76% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 15.47% | -1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.61% | 16.57% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.56% | 17.99% | -4.43% |