ASQIX vs. VOE

In the year-to-date period, ASQIX achieves a -5.79% return, which is significantly lower than VOE's -0.93% return. Over the past 10 years, ASQIX has underperformed VOE with an annualized return of 1.41%, while VOE has yielded a comparatively higher 8.07% annualized return.

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ASQIX has a 0.85% expense ratio, which is higher than VOE's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Small Company Fund (ASQIX) and Vanguard Mid-Cap Value ETF (VOE). 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.

The current ASQIX Sharpe Ratio is -0.15, which is lower than the VOE Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of ASQIX and VOE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ASQIX's dividend yield for the trailing twelve months is around 0.32%, less than VOE's 2.35% yield.

The maximum ASQIX drawdown since its inception was -67.52%, which is greater than VOE's maximum drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for ASQIX and VOE. For additional features, visit the drawdowns tool.

American Century Small Company Fund (ASQIX) has a higher volatility of 7.04% compared to Vanguard Mid-Cap Value ETF (VOE) at 5.60%. This indicates that ASQIX's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.