Correlation
The correlation between ARYVX and ONEQ is 0.70, 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.
ARYVX vs. ONEQ
Compare and contrast key facts about American Century Global Real Estate Fund (ARYVX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
ARYVX is managed by American Century Investments. It was launched on Apr 28, 2011. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARYVX or ONEQ.
Performance
ARYVX vs. ONEQ - Performance Comparison
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Key characteristics
ARYVX:
0.77
ONEQ:
0.58
ARYVX:
1.15
ONEQ:
0.87
ARYVX:
1.16
ONEQ:
1.12
ARYVX:
0.64
ONEQ:
0.54
ARYVX:
2.38
ONEQ:
1.74
ARYVX:
5.44%
ONEQ:
7.44%
ARYVX:
16.24%
ONEQ:
26.11%
ARYVX:
-39.31%
ONEQ:
-55.09%
ARYVX:
-8.91%
ONEQ:
-5.18%
Returns By Period
In the year-to-date period, ARYVX achieves a 2.40% return, which is significantly higher than ONEQ's -0.98% return. Over the past 10 years, ARYVX has underperformed ONEQ with an annualized return of 5.00%, while ONEQ has yielded a comparatively higher 15.27% annualized return.
ARYVX
2.40%
1.77%
-5.02%
12.45%
2.31%
7.38%
5.00%
ONEQ
-0.98%
9.57%
-0.44%
14.93%
17.69%
16.14%
15.27%
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ARYVX vs. ONEQ - Expense Ratio Comparison
ARYVX has a 1.11% expense ratio, which is higher than ONEQ's 0.21% expense ratio.
Risk-Adjusted Performance
ARYVX vs. ONEQ — Risk-Adjusted Performance Rank
ARYVX
ONEQ
ARYVX vs. ONEQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Real Estate Fund (ARYVX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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.
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Dividends
ARYVX vs. ONEQ - Dividend Comparison
ARYVX's dividend yield for the trailing twelve months is around 2.09%, more than ONEQ's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARYVX American Century Global Real Estate Fund | 2.09% | 2.14% | 2.49% | 7.05% | 7.85% | 0.99% | 4.37% | 3.97% | 3.40% | 4.48% | 2.98% | 5.22% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.63% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 1.64% | 1.08% | 0.84% | 1.12% | 1.04% | 1.19% |
Drawdowns
ARYVX vs. ONEQ - Drawdown Comparison
The maximum ARYVX drawdown since its inception was -39.31%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for ARYVX and ONEQ.
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Volatility
ARYVX vs. ONEQ - Volatility Comparison
The current volatility for American Century Global Real Estate Fund (ARYVX) is 4.09%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 5.98%. This indicates that ARYVX experiences smaller price fluctuations and is considered to be less risky than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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