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ARHVX vs. VINIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARHVX vs. VINIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Investments One Choice 2065 Portfolio (ARHVX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). The values are adjusted to include any dividend payments, if applicable.

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ARHVX vs. VINIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ARHVX
American Century Investments One Choice 2065 Portfolio
-1.96%16.10%12.77%16.25%-17.77%14.55%8.37%
VINIX
Vanguard Institutional Index Fund Institutional Shares
-4.35%17.85%26.28%25.77%-18.15%28.67%6.65%

Returns By Period

In the year-to-date period, ARHVX achieves a -1.96% return, which is significantly higher than VINIX's -4.35% return.


ARHVX

1D
2.43%
1M
-5.73%
YTD
-1.96%
6M
-0.09%
1Y
15.01%
3Y*
12.04%
5Y*
5.93%
10Y*

VINIX

1D
2.92%
1M
-5.03%
YTD
-4.35%
6M
-2.15%
1Y
17.32%
3Y*
18.69%
5Y*
11.91%
10Y*
14.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARHVX vs. VINIX - Expense Ratio Comparison

ARHVX has a 0.88% expense ratio, which is higher than VINIX's 0.04% expense ratio.


Return for Risk

ARHVX vs. VINIX — Risk / Return Rank

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

ARHVX
ARHVX Risk / Return Rank: 5252
Overall Rank
ARHVX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
ARHVX Sortino Ratio Rank: 5050
Sortino Ratio Rank
ARHVX Omega Ratio Rank: 5050
Omega Ratio Rank
ARHVX Calmar Ratio Rank: 5050
Calmar Ratio Rank
ARHVX Martin Ratio Rank: 5858
Martin Ratio Rank

VINIX
VINIX Risk / Return Rank: 5959
Overall Rank
VINIX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VINIX Sortino Ratio Rank: 5353
Sortino Ratio Rank
VINIX Omega Ratio Rank: 5656
Omega Ratio Rank
VINIX Calmar Ratio Rank: 6464
Calmar Ratio Rank
VINIX Martin Ratio Rank: 7676
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.

ARHVX vs. VINIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2065 Portfolio (ARHVX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.


ARHVXVINIXDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.97

+0.09

Sortino ratio

Return per unit of downside risk

1.57

1.49

+0.08

Omega ratio

Gain probability vs. loss probability

1.23

1.23

0.00

Calmar ratio

Return relative to maximum drawdown

1.49

1.52

-0.03

Martin ratio

Return relative to average drawdown

6.49

7.30

-0.81

ARHVX vs. VINIX - Sharpe Ratio Comparison

The current ARHVX Sharpe Ratio is 1.07, which is comparable to the VINIX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of ARHVX and VINIX, 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


ARHVXVINIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.97

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.71

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.59

0.00

Correlation

The correlation between ARHVX and VINIX is 0.95, 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

ARHVX vs. VINIX - Dividend Comparison

ARHVX's dividend yield for the trailing twelve months is around 6.12%, more than VINIX's 2.80% yield.


TTM20252024202320222021202020192018201720162015
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%
VINIX
Vanguard Institutional Index Fund Institutional Shares
2.80%2.10%3.64%2.65%3.38%4.77%3.06%2.85%2.43%1.82%2.36%2.45%

Drawdowns

ARHVX vs. VINIX - Drawdown Comparison

The maximum ARHVX drawdown since its inception was -26.03%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ARHVX and VINIX.


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Drawdown Indicators


ARHVXVINIXDifference

Max Drawdown

Largest peak-to-trough decline

-26.03%

-55.19%

+29.16%

Max Drawdown (1Y)

Largest decline over 1 year

-10.22%

-12.12%

+1.90%

Max Drawdown (5Y)

Largest decline over 5 years

-26.03%

-24.51%

-1.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.79%

Current Drawdown

Current decline from peak

-6.58%

-6.24%

-0.34%

Average Drawdown

Average peak-to-trough decline

-6.31%

-8.56%

+2.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

2.52%

-0.18%

Volatility

ARHVX vs. VINIX - Volatility Comparison

American Century Investments One Choice 2065 Portfolio (ARHVX) and Vanguard Institutional Index Fund Institutional Shares (VINIX) have volatilities of 5.25% and 5.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARHVXVINIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.25%

5.35%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

8.19%

9.53%

-1.34%

Volatility (1Y)

Calculated over the trailing 1-year period

14.30%

18.32%

-4.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.61%

16.90%

-3.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.56%

18.04%

-4.48%