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ASVIX vs. SSCVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASVIX vs. SSCVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Small Cap Value Fund (ASVIX) and Columbia Select Small Cap Value Fund (SSCVX). The values are adjusted to include any dividend payments, if applicable.

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ASVIX vs. SSCVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASVIX
American Century Small Cap Value Fund
1.81%-3.39%7.12%16.09%-14.48%37.20%8.94%33.51%-16.99%10.31%
SSCVX
Columbia Select Small Cap Value Fund
5.82%5.46%12.33%12.47%-15.35%31.25%9.61%18.76%-13.70%12.65%

Returns By Period

In the year-to-date period, ASVIX achieves a 1.81% return, which is significantly lower than SSCVX's 5.82% return. Over the past 10 years, ASVIX has outperformed SSCVX with an annualized return of 9.26%, while SSCVX has yielded a comparatively lower 8.32% annualized return.


ASVIX

1D
0.00%
1M
-6.25%
YTD
1.81%
6M
0.60%
1Y
4.91%
3Y*
6.04%
5Y*
2.86%
10Y*
9.26%

SSCVX

1D
-1.40%
1M
-6.22%
YTD
5.82%
6M
6.09%
1Y
22.66%
3Y*
11.20%
5Y*
5.67%
10Y*
8.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASVIX vs. SSCVX - Expense Ratio Comparison

ASVIX has a 1.09% expense ratio, which is lower than SSCVX's 1.28% expense ratio.


Return for Risk

ASVIX vs. SSCVX — Risk / Return Rank

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

ASVIX
ASVIX Risk / Return Rank: 1010
Overall Rank
ASVIX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ASVIX Sortino Ratio Rank: 1111
Sortino Ratio Rank
ASVIX Omega Ratio Rank: 1111
Omega Ratio Rank
ASVIX Calmar Ratio Rank: 1010
Calmar Ratio Rank
ASVIX Martin Ratio Rank: 1010
Martin Ratio Rank

SSCVX
SSCVX Risk / Return Rank: 5555
Overall Rank
SSCVX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
SSCVX Sortino Ratio Rank: 5757
Sortino Ratio Rank
SSCVX Omega Ratio Rank: 5151
Omega Ratio Rank
SSCVX Calmar Ratio Rank: 5656
Calmar Ratio Rank
SSCVX Martin Ratio Rank: 5656
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.

ASVIX vs. SSCVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Value Fund (ASVIX) and Columbia Select Small Cap Value Fund (SSCVX). 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.


ASVIXSSCVXDifference

Sharpe ratio

Return per unit of total volatility

0.21

1.00

-0.79

Sortino ratio

Return per unit of downside risk

0.47

1.51

-1.04

Omega ratio

Gain probability vs. loss probability

1.06

1.21

-0.15

Calmar ratio

Return relative to maximum drawdown

0.20

1.32

-1.12

Martin ratio

Return relative to average drawdown

0.59

5.44

-4.85

ASVIX vs. SSCVX - Sharpe Ratio Comparison

The current ASVIX Sharpe Ratio is 0.21, which is lower than the SSCVX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of ASVIX and SSCVX, 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


ASVIXSSCVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.21

1.00

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.27

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.36

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.31

+0.16

Correlation

The correlation between ASVIX and SSCVX is 0.92, 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

ASVIX vs. SSCVX - Dividend Comparison

ASVIX's dividend yield for the trailing twelve months is around 13.73%, more than SSCVX's 10.36% yield.


TTM20252024202320222021202020192018201720162015
ASVIX
American Century Small Cap Value Fund
13.73%14.08%6.96%1.00%3.86%7.32%0.35%2.41%20.02%14.39%5.29%14.05%
SSCVX
Columbia Select Small Cap Value Fund
10.36%10.96%20.45%6.56%4.62%6.64%6.45%0.12%7.59%13.50%6.18%12.44%

Drawdowns

ASVIX vs. SSCVX - Drawdown Comparison

The maximum ASVIX drawdown since its inception was -55.10%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for ASVIX and SSCVX.


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Drawdown Indicators


ASVIXSSCVXDifference

Max Drawdown

Largest peak-to-trough decline

-55.10%

-65.34%

+10.24%

Max Drawdown (1Y)

Largest decline over 1 year

-16.19%

-15.41%

-0.78%

Max Drawdown (5Y)

Largest decline over 5 years

-27.25%

-29.22%

+1.97%

Max Drawdown (10Y)

Largest decline over 10 years

-43.50%

-48.87%

+5.37%

Current Drawdown

Current decline from peak

-10.12%

-7.88%

-2.24%

Average Drawdown

Average peak-to-trough decline

-7.97%

-11.91%

+3.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.46%

3.74%

+1.72%

Volatility

ASVIX vs. SSCVX - Volatility Comparison

The current volatility for American Century Small Cap Value Fund (ASVIX) is 5.01%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.07%. This indicates that ASVIX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASVIXSSCVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

6.07%

-1.06%

Volatility (6M)

Calculated over the trailing 6-month period

13.14%

12.52%

+0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

24.10%

22.83%

+1.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.06%

21.18%

+0.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.29%

23.44%

-0.15%