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BEGBX vs. SWAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BEGBX and SWAGX 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.


Performance

BEGBX vs. SWAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century International Bond Fund (BEGBX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


BEGBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SWAGX

YTD

2.03%

1M

-0.67%

6M

0.43%

1Y

4.97%

3Y*

1.33%

5Y*

-1.05%

10Y*

N/A

*Annualized

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BEGBX vs. SWAGX - Expense Ratio Comparison

BEGBX has a 0.80% expense ratio, which is higher than SWAGX's 0.04% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BEGBX vs. SWAGX — Risk-Adjusted Performance Rank

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

BEGBX

SWAGX
The Risk-Adjusted Performance Rank of SWAGX is 6666
Overall Rank
The Sharpe Ratio Rank of SWAGX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of SWAGX is 7979
Sortino Ratio Rank
The Omega Ratio Rank of SWAGX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of SWAGX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of SWAGX is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BEGBX vs. SWAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century International Bond Fund (BEGBX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BEGBX vs. SWAGX - Dividend Comparison

BEGBX has not paid dividends to shareholders, while SWAGX's dividend yield for the trailing twelve months is around 3.63%.


TTM20242023202220212020201920182017201620152014
BEGBX
American Century International Bond Fund
0.00%100.00%0.00%0.00%0.77%1.62%0.00%2.82%0.35%0.00%2.11%2.36%
SWAGX
Schwab U.S. Aggregate Bond Index Fund
3.63%3.88%3.22%2.60%2.06%2.47%2.86%2.80%1.99%0.00%0.00%0.00%

Drawdowns

BEGBX vs. SWAGX - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BEGBX vs. SWAGX - Volatility Comparison


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