ATTIX vs. BIGRX

Last updated Aug 1, 2026

ATTIX (American Century One Choice In Retirement Portfolio Class I) and BIGRX (American Century Disciplined Core Value Fund) are both mutual funds - ATTIX is a Target Retirement Date fund actively managed by American Century, while BIGRX is a Large Cap Value Equities fund managed by American Century. Over the past 10 years, ATTIX returned 5.83%/yr vs 11.11%/yr for BIGRX. Their correlation of 0.90 means they have usually moved in the same direction. ATTIX charges 0.56%/yr vs 0.65%/yr for BIGRX.

Performance

ATTIX vs. BIGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century One Choice In Retirement Portfolio Class I (ATTIX) and American Century Disciplined Core Value Fund (BIGRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ATTIX achieves a 4.87% return, which is significantly lower than BIGRX's 15.47% return. Over the past 10 years, ATTIX has underperformed BIGRX with an annualized return of 5.83%, while BIGRX has yielded a comparatively higher 11.11% annualized return.

ATTIX

• 1D: 0.77%
• 1M: 0.00%
• 6M: 3.39%
• YTD: 4.87%
• 1Y: 10.02%
• 3Y*: 9.10%
• 5Y*: 4.38%
• 10Y*: 5.83%
• ALL TIME*: 5.68%

BIGRX

• 1D: 0.50%
• 1M: 0.98%
• 6M: 11.17%
• YTD: 15.47%
• 1Y: 29.83%
• 3Y*: 15.73%
• 5Y*: 8.43%
• 10Y*: 11.11%
• ALL TIME*: 10.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ATTIX American Century One Choice In Retirement Portfolio Class I	$0.00	$0.00	$0.00
BIGRX American Century Disciplined Core Value Fund	$0.00	$0.00	$0.00

ATTIX vs. BIGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ATTIX American Century One Choice In Retirement Portfolio Class I	4.87%	11.10%	7.76%	11.31%	-13.07%	9.10%	6.28%	16.06%	-1.91%	9.19%
BIGRX American Century Disciplined Core Value Fund	15.47%	14.85%	13.26%	8.44%	-12.59%	24.22%	11.86%	24.00%	-6.37%	20.63%

Correlation

The correlation between ATTIX and BIGRX is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.83
Correlation (5Y) Shows whether the relationship held over a longer period.	0.83
Correlation (10Y) Provides a long-term view across more market conditions.	0.86
Correlation (All Time) Calculated using the full available price history since Sep 1, 2004	0.90

The correlation between ATTIX and BIGRX has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.

Return for Risk

ATTIX vs. BIGRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ATTIX

ATTIX Risk / Return Rank: 58
ATTIX Sharpe Ratio Rank: 61
ATTIX Sortino Ratio Rank: 62
ATTIX Omega Ratio Rank: 59
ATTIX Calmar Ratio Rank: 46
ATTIX Martin Ratio Rank: 61

BIGRX

BIGRX Risk / Return Rank: 90
BIGRX Sharpe Ratio Rank: 92
BIGRX Sortino Ratio Rank: 89
BIGRX Omega Ratio Rank: 85
BIGRX Calmar Ratio Rank: 91
BIGRX Martin Ratio Rank: 94

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ATTIX vs. BIGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century One Choice In Retirement Portfolio Class I (ATTIX) and American Century Disciplined Core Value Fund (BIGRX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ATTIX	BIGRX	Difference
Sharpe ratio: Return per unit of total volatility	1.57	2.33	-0.76
Sortino ratio: Return per unit of downside risk	2.28	3.31	-1.02
Omega ratio: Gain probability vs. loss probability	1.29	1.42	-0.13
Calmar ratio: Return relative to maximum drawdown	1.90	3.41	-1.51
Martin ratio: Return relative to average drawdown	8.29	14.65	-6.36

ATTIX vs. BIGRX - Sharpe Ratio Comparison

The current ATTIX Sharpe Ratio is 1.57, which is lower than the BIGRX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of ATTIX and BIGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ATTIX vs. BIGRX - Drawdown Comparison

The maximum ATTIX drawdown since its inception was -27.52%, smaller than the maximum BIGRX drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for ATTIX and BIGRX.

Drawdown Indicators

	ATTIX	BIGRX	Difference
Max Drawdown Largest peak-to-trough decline	-27.52%	-58.04%	+30.52%
Max Drawdown (1Y) Largest decline over 1 year	-5.05%	-7.95%	+2.90%
Max Drawdown (3Y) Largest decline over 3 years	-7.25%	-18.24%	+10.99%
Max Drawdown (5Y) Largest decline over 5 years	-18.20%	-22.19%	+3.99%
Max Drawdown (10Y) Largest decline over 10 years	-18.86%	-32.62%	+13.76%
Current Drawdown Current decline from peak	-0.31%	-0.67%	+0.36%
Average Drawdown Average peak-to-trough decline	-2.95%	-8.96%	+6.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.16%	1.86%	-0.70%

Volatility

ATTIX vs. BIGRX - Volatility Comparison

The current volatility for American Century One Choice In Retirement Portfolio Class I (ATTIX) is 1.64%, while American Century Disciplined Core Value Fund (BIGRX) has a volatility of 2.60%. This indicates that ATTIX experiences smaller price fluctuations and is considered to be less risky than BIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ATTIX	BIGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.64%	2.60%	-0.96%
Volatility (6M) Calculated over the trailing 6-month period	5.04%	8.87%	-3.83%
Volatility (1Y) Calculated over the trailing 1-year period	6.14%	11.67%	-5.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.83%	14.90%	-7.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.05%	16.80%	-8.75%

ATTIX vs. BIGRX - Expense Ratio Comparison

ATTIX has a 0.56% expense ratio, which is lower than BIGRX's 0.65% expense ratio.

Dividends

ATTIX vs. BIGRX - Dividend Comparison

ATTIX's dividend yield for the trailing twelve months is around 5.61%, less than BIGRX's 7.78% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ATTIX American Century One Choice In Retirement Portfolio Class I	5.61%	9.09%	4.23%	4.51%	5.43%	7.96%	1.47%	7.57%	8.89%	2.17%	3.20%	4.54%
BIGRX American Century Disciplined Core Value Fund	7.78%	9.05%	1.32%	1.55%	1.88%	28.04%	16.19%	3.90%	13.40%	9.32%	3.91%	9.22%

Frequently Asked Questions

Can I hold both ATTIX and BIGRX in my portfolio?

ATTIX and BIGRX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ATTIX or BIGRX?

BIGRX has higher volatility (2.60%) compared to ATTIX (1.64%). In terms of maximum drawdown, ATTIX dropped -27.52% vs BIGRX's -58.04%.

Which has better risk-adjusted returns?

BIGRX currently has the higher Sharpe Ratio (2.33 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.