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ASQIX vs. BGEIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASQIX vs. BGEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Small Company Fund (ASQIX) and American Century Global Gold Fund (BGEIX). The values are adjusted to include any dividend payments, if applicable.

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ASQIX vs. BGEIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASQIX
American Century Small Company Fund
-1.97%12.93%4.44%21.29%-21.34%21.65%16.42%19.71%-14.39%10.58%
BGEIX
American Century Global Gold Fund
-0.90%158.45%15.10%7.52%-12.54%-8.85%18.92%37.82%-7.43%10.62%

Returns By Period

In the year-to-date period, ASQIX achieves a -1.97% return, which is significantly lower than BGEIX's -0.90% return. Over the past 10 years, ASQIX has underperformed BGEIX with an annualized return of 7.68%, while BGEIX has yielded a comparatively higher 16.25% annualized return.


ASQIX

1D
-1.19%
1M
-7.24%
YTD
-1.97%
6M
0.88%
1Y
20.44%
3Y*
11.14%
5Y*
3.49%
10Y*
7.68%

BGEIX

1D
-0.23%
1M
-25.99%
YTD
-0.90%
6M
14.02%
1Y
86.62%
3Y*
41.61%
5Y*
22.42%
10Y*
16.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASQIX vs. BGEIX - Expense Ratio Comparison

ASQIX has a 0.85% expense ratio, which is higher than BGEIX's 0.65% expense ratio.


Return for Risk

ASQIX vs. BGEIX — Risk / Return Rank

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

ASQIX
ASQIX Risk / Return Rank: 5050
Overall Rank
ASQIX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
ASQIX Sortino Ratio Rank: 5252
Sortino Ratio Rank
ASQIX Omega Ratio Rank: 4040
Omega Ratio Rank
ASQIX Calmar Ratio Rank: 6060
Calmar Ratio Rank
ASQIX Martin Ratio Rank: 5353
Martin Ratio Rank

BGEIX
BGEIX Risk / Return Rank: 9090
Overall Rank
BGEIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BGEIX Sortino Ratio Rank: 8787
Sortino Ratio Rank
BGEIX Omega Ratio Rank: 8585
Omega Ratio Rank
BGEIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
BGEIX Martin Ratio Rank: 9191
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.

ASQIX vs. BGEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Small Company Fund (ASQIX) and American Century Global Gold Fund (BGEIX). 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.


ASQIXBGEIXDifference

Sharpe ratio

Return per unit of total volatility

0.92

2.06

-1.14

Sortino ratio

Return per unit of downside risk

1.43

2.33

-0.90

Omega ratio

Gain probability vs. loss probability

1.18

1.35

-0.17

Calmar ratio

Return relative to maximum drawdown

1.39

2.90

-1.51

Martin ratio

Return relative to average drawdown

5.16

10.79

-5.62

ASQIX vs. BGEIX - Sharpe Ratio Comparison

The current ASQIX Sharpe Ratio is 0.92, which is lower than the BGEIX Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of ASQIX and BGEIX, 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


ASQIXBGEIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

2.06

-1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.69

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.49

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.16

+0.19

Correlation

The correlation between ASQIX and BGEIX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ASQIX vs. BGEIX - Dividend Comparison

ASQIX's dividend yield for the trailing twelve months is around 2.53%, more than BGEIX's 0.85% yield.


TTM20252024202320222021202020192018201720162015
ASQIX
American Century Small Company Fund
2.53%2.57%0.30%0.49%0.55%18.62%0.51%0.34%13.12%5.19%0.37%0.31%
BGEIX
American Century Global Gold Fund
0.85%0.85%1.36%1.56%1.38%2.13%0.56%0.87%0.00%0.00%10.56%0.00%

Drawdowns

ASQIX vs. BGEIX - Drawdown Comparison

The maximum ASQIX drawdown since its inception was -63.58%, smaller than the maximum BGEIX drawdown of -78.69%. Use the drawdown chart below to compare losses from any high point for ASQIX and BGEIX.


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Drawdown Indicators


ASQIXBGEIXDifference

Max Drawdown

Largest peak-to-trough decline

-63.58%

-78.69%

+15.11%

Max Drawdown (1Y)

Largest decline over 1 year

-12.69%

-30.55%

+17.86%

Max Drawdown (5Y)

Largest decline over 5 years

-31.29%

-46.62%

+15.33%

Max Drawdown (10Y)

Largest decline over 10 years

-45.59%

-51.92%

+6.33%

Current Drawdown

Current decline from peak

-8.94%

-25.99%

+17.05%

Average Drawdown

Average peak-to-trough decline

-11.75%

-35.23%

+23.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

8.21%

-4.81%

Volatility

ASQIX vs. BGEIX - Volatility Comparison

The current volatility for American Century Small Company Fund (ASQIX) is 6.46%, while American Century Global Gold Fund (BGEIX) has a volatility of 15.52%. This indicates that ASQIX experiences smaller price fluctuations and is considered to be less risky than BGEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASQIXBGEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.46%

15.52%

-9.06%

Volatility (6M)

Calculated over the trailing 6-month period

13.32%

35.02%

-21.70%

Volatility (1Y)

Calculated over the trailing 1-year period

21.80%

43.03%

-21.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.38%

32.87%

-11.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.46%

33.39%

-10.93%