PortfoliosLab logoPortfoliosLab logo
BEQGX vs. ACIHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BEQGX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Equity Growth Fund (BEQGX) and American Century Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BEQGX achieves a 9.38% return, which is significantly higher than ACIHX's 7.24% return.


BEQGX

1D
-0.82%
1M
4.88%
YTD
9.38%
6M
9.72%
1Y
29.29%
3Y*
22.49%
5Y*
11.29%
10Y*
13.55%

ACIHX

1D
-1.57%
1M
5.48%
YTD
7.24%
6M
6.26%
1Y
25.16%
3Y*
22.42%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEQGX vs. ACIHX - Yearly Performance Comparison


2026 (YTD)2025202420232022
BEQGX
American Century Equity Growth Fund
9.38%18.38%24.70%24.37%-7.52%
ACIHX
American Century Growth Fund G Class
7.24%16.26%27.35%44.64%-6.24%

Correlation

The correlation between BEQGX and ACIHX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (All Time)
Calculated using the full available price history since May 17, 2022

0.93

The correlation between BEQGX and ACIHX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BEQGX vs. ACIHX — Risk / Return Rank

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

BEQGX
BEQGX Risk / Return Rank: 6161
Overall Rank
BEQGX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BEQGX Sortino Ratio Rank: 5858
Sortino Ratio Rank
BEQGX Omega Ratio Rank: 5555
Omega Ratio Rank
BEQGX Calmar Ratio Rank: 6060
Calmar Ratio Rank
BEQGX Martin Ratio Rank: 6767
Martin Ratio Rank

ACIHX
ACIHX Risk / Return Rank: 2626
Overall Rank
ACIHX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
ACIHX Sortino Ratio Rank: 2929
Sortino Ratio Rank
ACIHX Omega Ratio Rank: 3030
Omega Ratio Rank
ACIHX Calmar Ratio Rank: 1919
Calmar Ratio Rank
ACIHX Martin Ratio Rank: 2020
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.

BEQGX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) and American Century Growth Fund G Class (ACIHX). 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.


BEQGXACIHXDifference
Sharpe ratioReturn per unit of total volatility

+0.72

Sortino ratioReturn per unit of downside risk

+0.95

Omega ratioGain probability vs. loss probability

1.41

1.29

+0.12

Calmar ratioReturn relative to maximum drawdown

2.95

1.58

+1.37

Martin ratioReturn relative to average drawdown

12.92

5.29

+7.63

BEQGX vs. ACIHX - Sharpe Ratio Comparison

The current BEQGX Sharpe Ratio is 2.36, which is higher than the ACIHX Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of BEQGX and ACIHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


BEQGXACIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

1.64

+0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

1.00

-0.49

Drawdowns

BEQGX vs. ACIHX - Drawdown Comparison

The maximum BEQGX drawdown since its inception was -54.43%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for BEQGX and ACIHX.


Loading charts...

Drawdown Indicators


BEQGXACIHXDifference

Max Drawdown

Largest peak-to-trough decline

-54.43%

-24.00%

-30.43%

Max Drawdown (1Y)

Largest decline over 1 year

-10.01%

-16.40%

+6.39%

Max Drawdown (3Y)

Largest decline over 3 years

-20.54%

-24.00%

+3.46%

Max Drawdown (5Y)

Largest decline over 5 years

-27.25%

Max Drawdown (10Y)

Largest decline over 10 years

-31.94%

Current Drawdown

Current decline from peak

-0.87%

-2.07%

+1.20%

Average Drawdown

Average peak-to-trough decline

-9.39%

-4.89%

-4.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

4.87%

-2.59%

Volatility

BEQGX vs. ACIHX - Volatility Comparison

The current volatility for American Century Equity Growth Fund (BEQGX) is 2.85%, while American Century Growth Fund G Class (ACIHX) has a volatility of 3.93%. This indicates that BEQGX experiences smaller price fluctuations and is considered to be less risky than ACIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BEQGXACIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.85%

3.93%

-1.08%

Volatility (6M)

Calculated over the trailing 6-month period

9.44%

12.02%

-2.58%

Volatility (1Y)

Calculated over the trailing 1-year period

12.53%

15.80%

-3.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.99%

21.06%

-4.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.95%

21.06%

-3.11%

BEQGX vs. ACIHX - Expense Ratio Comparison

BEQGX has a 0.65% expense ratio, which is higher than ACIHX's 0.01% expense ratio.


Dividends

BEQGX vs. ACIHX - Dividend Comparison

BEQGX's dividend yield for the trailing twelve months is around 10.52%, less than ACIHX's 14.87% yield.


PositionTTM20252024202320222021202020192018201720162015
ACIHX
American Century Growth Fund G Class
14.87%15.95%5.65%4.61%2.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BEQGX
American Century Equity Growth Fund
10.52%11.50%0.58%1.20%9.65%27.71%12.60%10.44%13.39%10.22%1.86%8.27%

Frequently Asked Questions


With a correlation of 0.91, BEQGX and ACIHX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ACIHX has higher volatility (3.93%) compared to BEQGX (2.85%). In terms of maximum drawdown, BEQGX dropped -54.43% vs ACIHX's -24.00%.

BEQGX currently has the higher Sharpe Ratio (2.36 vs 1.64), 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.

Portfolio Optimizer

Find the right allocation for BEQGX and ACIHX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer