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BEQGX vs. TWCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BEQGX vs. TWCIX - Performance Comparison

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

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BEQGX vs. TWCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BEQGX
American Century Equity Growth Fund
-8.25%18.38%24.70%24.37%-22.99%27.19%14.52%28.42%-6.00%21.85%
TWCIX
American Century Select Fund
-12.29%16.30%26.15%39.93%-28.82%25.47%33.99%36.30%-3.54%28.90%

Returns By Period

In the year-to-date period, BEQGX achieves a -8.25% return, which is significantly higher than TWCIX's -12.29% return. Over the past 10 years, BEQGX has underperformed TWCIX with an annualized return of 11.72%, while TWCIX has yielded a comparatively higher 14.46% annualized return.


BEQGX

1D
-0.24%
1M
-7.96%
YTD
-8.25%
6M
-4.12%
1Y
16.17%
3Y*
17.09%
5Y*
8.74%
10Y*
11.72%

TWCIX

1D
-0.45%
1M
-8.75%
YTD
-12.29%
6M
-10.54%
1Y
13.57%
3Y*
15.91%
5Y*
9.81%
10Y*
14.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BEQGX vs. TWCIX - Expense Ratio Comparison

BEQGX has a 0.65% expense ratio, which is lower than TWCIX's 0.94% expense ratio.


Return for Risk

BEQGX vs. TWCIX — Risk / Return Rank

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

BEQGX
BEQGX Risk / Return Rank: 4949
Overall Rank
BEQGX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
BEQGX Sortino Ratio Rank: 4949
Sortino Ratio Rank
BEQGX Omega Ratio Rank: 5050
Omega Ratio Rank
BEQGX Calmar Ratio Rank: 4747
Calmar Ratio Rank
BEQGX Martin Ratio Rank: 5454
Martin Ratio Rank

TWCIX
TWCIX Risk / Return Rank: 2727
Overall Rank
TWCIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
TWCIX Sortino Ratio Rank: 2929
Sortino Ratio Rank
TWCIX Omega Ratio Rank: 2828
Omega Ratio Rank
TWCIX Calmar Ratio Rank: 2626
Calmar Ratio Rank
TWCIX Martin Ratio Rank: 2525
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. TWCIX - Risk-Adjusted Trends Comparison

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


BEQGXTWCIXDifference

Sharpe ratio

Return per unit of total volatility

0.90

0.61

+0.29

Sortino ratio

Return per unit of downside risk

1.39

1.03

+0.35

Omega ratio

Gain probability vs. loss probability

1.20

1.14

+0.06

Calmar ratio

Return relative to maximum drawdown

1.17

0.74

+0.43

Martin ratio

Return relative to average drawdown

5.23

2.69

+2.55

BEQGX vs. TWCIX - Sharpe Ratio Comparison

The current BEQGX Sharpe Ratio is 0.90, which is higher than the TWCIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of BEQGX and TWCIX, 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


BEQGXTWCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

0.61

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.46

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.69

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.57

-0.09

Correlation

The correlation between BEQGX and TWCIX is 0.93, 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

BEQGX vs. TWCIX - Dividend Comparison

BEQGX's dividend yield for the trailing twelve months is around 12.54%, more than TWCIX's 11.44% yield.


TTM20252024202320222021202020192018201720162015
BEQGX
American Century Equity Growth Fund
12.54%11.50%0.58%1.20%9.65%27.71%12.60%10.44%13.39%10.22%1.86%8.27%
TWCIX
American Century Select Fund
11.44%10.04%3.67%5.21%10.36%8.25%6.26%5.42%9.05%6.30%3.43%6.16%

Drawdowns

BEQGX vs. TWCIX - Drawdown Comparison

The maximum BEQGX drawdown since its inception was -54.43%, smaller than the maximum TWCIX drawdown of -57.31%. Use the drawdown chart below to compare losses from any high point for BEQGX and TWCIX.


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Drawdown Indicators


BEQGXTWCIXDifference

Max Drawdown

Largest peak-to-trough decline

-54.43%

-57.31%

+2.88%

Max Drawdown (1Y)

Largest decline over 1 year

-12.22%

-14.66%

+2.44%

Max Drawdown (5Y)

Largest decline over 5 years

-27.25%

-31.24%

+3.99%

Max Drawdown (10Y)

Largest decline over 10 years

-31.94%

-31.24%

-0.70%

Current Drawdown

Current decline from peak

-10.01%

-14.66%

+4.65%

Average Drawdown

Average peak-to-trough decline

-9.43%

-12.42%

+2.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.73%

4.01%

-1.28%

Volatility

BEQGX vs. TWCIX - Volatility Comparison

The current volatility for American Century Equity Growth Fund (BEQGX) is 4.15%, while American Century Select Fund (TWCIX) has a volatility of 5.75%. This indicates that BEQGX experiences smaller price fluctuations and is considered to be less risky than TWCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEQGXTWCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.15%

5.75%

-1.60%

Volatility (6M)

Calculated over the trailing 6-month period

9.67%

12.15%

-2.48%

Volatility (1Y)

Calculated over the trailing 1-year period

18.71%

22.70%

-3.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.96%

21.43%

-4.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.91%

20.94%

-3.03%