ARHVX vs. TWHIX
ARHVX (American Century Investments One Choice 2065 Portfolio) and TWHIX (American Century Heritage Fund) are both mutual funds - ARHVX is a Target Retirement Date fund managed by American Century, while TWHIX is a Mid Cap Growth Equities fund managed by American Century. Over the past 5 years, ARHVX returned 6.81%/yr vs 3.31%/yr for TWHIX. Their correlation of 0.88 means they have usually moved in the same direction. ARHVX charges 0.88%/yr vs 1.00%/yr for TWHIX.
Performance
ARHVX vs. TWHIX - Performance Comparison
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Returns By Period
In the year-to-date period, ARHVX achieves a 8.21% return, which is significantly higher than TWHIX's 3.13% return.
ARHVX
- 1D
- 1.57%
- 1M
- -0.27%
- 6M
- 5.38%
- YTD
- 8.21%
- 1Y
- 16.89%
- 3Y*
- 13.25%
- 5Y*
- 6.81%
- 10Y*
- —
- ALL TIME*
- 9.38%
TWHIX
- 1D
- 2.10%
- 1M
- -3.99%
- 6M
- 3.23%
- YTD
- 3.13%
- 1Y
- 0.36%
- 3Y*
- 11.89%
- 5Y*
- 3.31%
- 10Y*
- 11.27%
- ALL TIME*
- 10.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ARHVX vs. TWHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ARHVX American Century Investments One Choice 2065 Portfolio | 8.21% | 16.10% | 12.77% | 16.25% | -17.77% | 14.55% | 8.37% |
TWHIX American Century Heritage Fund | 3.13% | 6.53% | 24.66% | 20.64% | -28.13% | 11.52% | 13.97% |
Correlation
The correlation between ARHVX and TWHIX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2020 | 0.88 |
The correlation between ARHVX and TWHIX has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.
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Return for Risk
ARHVX vs. TWHIX — Risk / Return Rank
ARHVX
TWHIX
ARHVX vs. TWHIX - 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 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.
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.
| ARHVX | TWHIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.00 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | -0.13 | +1.86 |
| Martin ratioReturn relative to average drawdown | 7.31 | -0.36 | +7.67 |
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Drawdowns
ARHVX vs. TWHIX - Drawdown Comparison
The maximum ARHVX drawdown since its inception was -26.03%, smaller than the maximum TWHIX drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for ARHVX and TWHIX.
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Drawdown Indicators
| ARHVX | TWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.03% | -56.98% | +30.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -15.82% | +7.02% |
Max Drawdown (3Y)Largest decline over 3 years | -14.46% | -26.30% | +11.84% |
Max Drawdown (5Y)Largest decline over 5 years | -26.03% | -40.34% | +14.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.34% | — |
Current DrawdownCurrent decline from peak | -1.00% | -5.18% | +4.18% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -12.21% | +6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 5.57% | -3.49% |
Volatility
ARHVX vs. TWHIX - Volatility Comparison
The current volatility for American Century Investments One Choice 2065 Portfolio (ARHVX) is 3.01%, while American Century Heritage Fund (TWHIX) has a volatility of 4.82%. This indicates that ARHVX 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
| ARHVX | TWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 4.82% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.30% | 14.77% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.30% | 18.53% | -7.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 23.41% | -9.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.48% | 22.85% | -9.37% |
ARHVX vs. TWHIX - Expense Ratio Comparison
ARHVX has a 0.88% expense ratio, which is lower than TWHIX's 1.00% expense ratio.
Dividends
ARHVX vs. TWHIX - Dividend Comparison
ARHVX's dividend yield for the trailing twelve months is around 5.55%, less than TWHIX's 21.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ARHVX American Century Investments One Choice 2065 Portfolio | 5.55% | 6.00% | 2.62% | 1.69% | 4.24% | 4.27% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% |
TWHIX American Century Heritage Fund | 21.47% | 22.14% | 15.58% | 0.78% | 0.98% | 12.00% | 13.72% | 11.32% | 25.33% | 9.38% | 8.71% |
Frequently Asked Questions
ARHVX and TWHIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TWHIX has higher volatility (4.82%) compared to ARHVX (3.01%). In terms of maximum drawdown, ARHVX dropped -26.03% vs TWHIX's -56.98%.
ARHVX currently has the higher Sharpe Ratio (1.35 vs -0.11), 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.
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