BCITX vs. TWCUX
Compare and contrast key facts about American Century California Intermediate-Term Tax-Free Bond Fund (BCITX) and American Century Ultra Fund (TWCUX).
BCITX is managed by American Century. It was launched on Nov 8, 1983. TWCUX is managed by American Century. It was launched on Nov 2, 1981.
Performance
BCITX vs. TWCUX - Performance Comparison
Loading graphics...
BCITX vs. TWCUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCITX American Century California Intermediate-Term Tax-Free Bond Fund | -0.65% | 4.74% | 2.17% | 4.75% | -7.36% | 1.11% | 3.71% | 6.62% | 0.71% | 4.63% |
TWCUX American Century Ultra Fund | -12.28% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
Returns By Period
In the year-to-date period, BCITX achieves a -0.65% return, which is significantly higher than TWCUX's -12.28% return. Over the past 10 years, BCITX has underperformed TWCUX with an annualized return of 1.78%, while TWCUX has yielded a comparatively higher 15.69% annualized return.
BCITX
- 1D
- 0.09%
- 1M
- -2.53%
- YTD
- -0.65%
- 6M
- 0.92%
- 1Y
- 4.23%
- 3Y*
- 2.96%
- 5Y*
- 0.92%
- 10Y*
- 1.78%
TWCUX
- 1D
- -0.65%
- 1M
- -8.79%
- YTD
- -12.28%
- 6M
- -10.88%
- 1Y
- 11.48%
- 3Y*
- 16.46%
- 5Y*
- 8.90%
- 10Y*
- 15.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCITX vs. TWCUX - Expense Ratio Comparison
BCITX has a 0.46% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Return for Risk
BCITX vs. TWCUX — Risk / Return Rank
BCITX
TWCUX
BCITX vs. TWCUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century California Intermediate-Term Tax-Free Bond Fund (BCITX) and American Century Ultra Fund (TWCUX). 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.
| BCITX | TWCUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.50 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.75 | 0.88 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.12 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.53 | +0.82 |
Martin ratioReturn relative to average drawdown | 5.27 | 1.87 | +3.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BCITX | TWCUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.50 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.40 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.72 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.51 | +0.64 |
Correlation
The correlation between BCITX and TWCUX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BCITX vs. TWCUX - Dividend Comparison
BCITX's dividend yield for the trailing twelve months is around 3.31%, less than TWCUX's 13.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCITX American Century California Intermediate-Term Tax-Free Bond Fund | 3.31% | 3.49% | 3.40% | 2.70% | 1.67% | 1.93% | 2.22% | 2.77% | 2.65% | 2.48% | 2.42% | 2.39% |
TWCUX American Century Ultra Fund | 13.19% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
Drawdowns
BCITX vs. TWCUX - Drawdown Comparison
The maximum BCITX drawdown since its inception was -12.17%, smaller than the maximum TWCUX drawdown of -62.11%. Use the drawdown chart below to compare losses from any high point for BCITX and TWCUX.
Loading graphics...
Drawdown Indicators
| BCITX | TWCUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.17% | -62.11% | +49.94% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -15.72% | +12.05% |
Max Drawdown (5Y)Largest decline over 5 years | -11.40% | -35.23% | +23.83% |
Max Drawdown (10Y)Largest decline over 10 years | -11.40% | -35.23% | +23.83% |
Current DrawdownCurrent decline from peak | -2.53% | -15.72% | +13.19% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -16.86% | +14.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 4.42% | -3.48% |
Volatility
BCITX vs. TWCUX - Volatility Comparison
The current volatility for American Century California Intermediate-Term Tax-Free Bond Fund (BCITX) is 0.79%, while American Century Ultra Fund (TWCUX) has a volatility of 5.77%. This indicates that BCITX experiences smaller price fluctuations and is considered to be less risky than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BCITX | TWCUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.79% | 5.77% | -4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 12.65% | -11.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 23.09% | -19.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 22.53% | -19.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.35% | 22.00% | -18.65% |